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Frequently asked questions
What are smallcases?
smallcases are modern investment products that help you build a low-cost, long-term & diversified portfolio easily. Created by professionals, each smallcase is a ready-made basket of stocks/ETFs that reflects a theme, strategy or objective. Watch our explainer video here.
How to invest in smallcases?
A trading & demat account with any of our broker partners is all you need. Start exploring smallcases here. Once you have chosen a smallcase, click the Buy smallcase button & proceed. You can set filters to find a suitable smallcase or simply use the Find your smallcase tool.
Do you get dividends from smallcases?
Dividends for any of the constituent stocks in the smallcase will be credited directly to your bank account. We also have smallcases centered around dividend investing. See how you can track your dividend returns.
What is rebalancing?
Rebalancing is the process of reviewing the stocks/ETFs of a smallcase to ensure that it continues to reflect the underlying original idea. It takes into account fundamental factors,company updates, etc. to objectively narrow down on the right stocks/ETFs & their weightage. Rebalancing is done by the research team/creator of the smallcase as per its schedule. It is not an automatic process; you would be notified via email when a smallcase you have invested in has a rebalance update available. You can review the changes and apply the update in 2 clicks. Learn more here.
What is watchlist?
You can track the performance & risk of a smallcase before investing by adding it to your watchlist.
How can I cancel my eMandate?
One of the payment method available to subscribe to a fee based smallcase is eNACH where an e-Mandate is created., If you want to cancel your e-Mandate(s) linked with any of your fee based smallcase subscription, please drop an email to firstname.lastname@example.org with the following details:, Email used for subscription, Subscribed smallcase Name, We will share the mandate(s) details in response to your request including the below:, Mandate maximum limit, Mandate Validity, UMRN no. (Unique Mandate Registration Number), To proceed with the cancellation of the mandate, we would require your confirmation by email after verifying the mandate and payment details. , After receiving your confirmation, we will process the mandate cancellation and update you with the status within 72 hours.