{"id":6369,"date":"2016-07-13T12:40:27","date_gmt":"2016-07-13T07:10:27","guid":{"rendered":"http:\/\/zerodha.com\/z-connect\/?p=6369"},"modified":"2024-02-02T15:05:03","modified_gmt":"2024-02-02T09:35:03","slug":"introducing-smallcase%e2%80%8a-%e2%80%8ainvest-in-ideas","status":"publish","type":"post","link":"https:\/\/zerodha.com\/z-connect\/smallcase\/introducing-smallcase%e2%80%8a-%e2%80%8ainvest-in-ideas","title":{"rendered":"Introducing smallcase\u200a\u2014\u200aInvest in ideas"},"content":{"rendered":"

Traders and Investors,<\/p>\n

I am super excited to introduce you all to smallcase, a fintech startup who have leveraged our broking as a service model<\/a> to setup India’s first thematic investing platform.\u00a0With smallcase, you can buy portfolios of stocks that reflect market themes like GST, rural demand, India’s growing middle class, monsoon with just 2 clicks.<\/p>\n

Find below a post from Vasanth, co-founder@smallcase introducing you to this new way of investing.<\/p><\/blockquote>\n

smallcase is a new way to invest in stocks<\/strong><\/h3>\n
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Invest in ideas<\/h4>\n

Thematic investing is the most natural way to invest. Retail investors like you and me invest in stocks thematically, based on ideas we think will play out in the future for eg. investing in retail chains because India is becoming a consumption-heavy economy, or buying pharma\/IT stocks due to possible rupee depreciation. Most mutual funds are also thematic instruments.<\/p>\n

At smallcase, we identify themes\u200a\u2014\u200adriven by long term trends, govt policy reforms, sectoral shifts, technology, culture, demographics\u200a\u2014\u200athat we believe will catch on in the next few years. We have come up with over 40 of these themes (we call them \u2018smallcases\u2019) and created portfolios of stocks around them. Each smallcase holds between 10\u201320 stocks<\/strong>, and is intelligently weighted based on the theme it reflects.<\/p>\n

For example, next week, the government is hopeful to pass the GST bill in the monsoon session of parliament. We have a smallcase called The GST Opportunity<\/strong><\/a>, that seeks to benefit from the companies & sectors that will gain with the passage of the GST bill. It is an equi-weighted portfolio of 13 stocks from different sectors viz. FMCG, Logistics, Entertainment, Automobiles, etc.<\/p>\n

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Through smallcases, we seek the biggest opportunities in the Indian markets.We only pick themes that have massive potential and have not yet played out in the markets.<\/strong> Once we identify a theme, our research team picks the right stocks for each smallcase, based on our proprietary models. We also rebalance every portfolio each quarter, so you don\u2019t have to track the markets every day<\/p>\n

Some of the most popular smallcases right now (other than GST)<\/p>\n

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Here\u2019s how this works<\/h4>\n

Buying a smallcase is exactly like buying a stock. You confirm the amount you want to invest in a smallcase, and place all constituent stock orders with a click!<\/p>\n

You can also track & manage your smallcase anytime. Every quarter, when we review our smallcases to ensure they continue reflecting the underlying theme\u200a\u2014\u200ayou get a Rebalance Update to apply the same changes.<\/p>\n

What does this cost you?<\/strong><\/h4>\n

smallcase is a thematic portfolio investment product, quite like mutual funds & portfolio management services, but significantly low-cost compared to them<\/p>\n

We only charge you Rs 100 when you buy a smallcase. No transaction fees when you rebalance or exit a smallcase.<\/p>\n

Start investing<\/h4>\n

Our platform is built on Zerodha\u2019s Kite APIs, so if you\u2019re already a Zerodha user, you have instant access to smallcase! Login with your Kite credentials directly at smallcase.com\/login<\/a> and start investing now<\/p>\n

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All stocks that you buy with smallcase are held in your demat account and can be seen in your Kite holdings as well. All buy & sell orders for smallcase stocks should be done through the smallcase platform, as trades from Kite\/Pi will not be reflected on smallcase\u200a\u2014\u200aimpacting your smallcase returns & P&L.<\/p>\n

If you don\u2019t have a Zerodha account as yet, you can sign up atsmallcase.com\/login<\/a>\u200a\u2014\u200ayou should hear from us in the next 24 hours<\/p>\n

Say hi<\/h4>\n

We are building new features to give you an effortless & delightful investing experience. All ideas, suggestions, questions are welcome! We are building smallcase for you\u00a0\ud83d\ude42 Mail us at contact@smallcase.com<\/a> or comment below<\/p>\n

Happy investing,
\nTeam smallcase<\/p>\n<\/div>\n<\/div>\n<\/section>\n