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What is SmallCase & How to Invest in Portfolio Investment



Have you ever wondered about the different types of investments in the stock market? Most people are familiar with equity investment and mutual funds, but there is a third type of investment that is gaining popularity - portfolio investment. In this blog, we will explore what portfolio investment is and how it can help you reduce risk and increase profits. Whether you are new to investing or looking to expand your knowledge, this blog will provide you with valuable insights and tips to make the most of portfolio investment.

Understanding Portfolio Investment

Portfolio investment is a systematic investment approach that involves buying multiple shares at once with the goal of achieving a specific objective. There are several types of portfolio investments, each with its own characteristics and benefits.

Let's take a closer look at some popular portfolio types:

1. Aggressive Portfolio:
This type of portfolio is characterized by high risk and high potential returns. It is suitable for investors who are willing to take on more risk in exchange for the possibility of greater profits.

2. Defensive Portfolio:
As the name suggests, a defensive portfolio focuses on reducing risk and preserving capital. This type of portfolio is ideal for conservative investors who prioritize capital protection over high returns.

3. Income Portfolio:
An income portfolio is designed to generate regular income through dividend stocks. Investors who rely on their investments for income can benefit from this type of portfolio.

4. Industry-Specific Portfolio: 
If you believe that a particular industry will perform well in the future, you can create a portfolio consisting of top companies in that industry. This allows you to capitalize on the potential growth of a specific sector.

Creating a Portfolio

When it comes to creating a portfolio, you have two options. You can either analyze the market and select stocks yourself, or seek the guidance of an expert. While creating your own portfolio can be a complex task that requires extensive research and analysis, relying on an expert can save you time and effort. However, choosing the right expert can be a challenge with so many claiming to be industry specialists.

A Trusted Option: SmallCase

To simplify the process of portfolio investment and make it accessible to all, a popular and trusted option is SmallCase. SmallCase is a financial technology company that provides investors with a range of portfolio investment options, including Exchange Traded Funds (ETFs) and Real Asset Investment. The platform offers a user-friendly interface and allows investors to choose from various pre-built portfolios called SmallCases or create their own. One of the key advantages of investing through SmallCase is that the portfolios are created by SEBI registered research analyst companies. This means that you can trust the expertise behind the portfolio selections. Additionally, SmallCase offers the convenience of Systematic Investment Plans (SIPs) in equities, allowing you to invest regularly and build your portfolio over time. Unlike mutual funds, when you invest through SmallCase, you have direct ownership of the stocks in your portfolio. This gives you the flexibility to customize your portfolio according to your preferences and make changes as you see fit. With SmallCase, you can easily track your investments and stay updated on the performance of your portfolio.



Getting Started with SmallCase

If you're interested in exploring portfolio investment through SmallCase,

Here's how you can get started:
1. Visit the SmallCase website or download the application.
2. Login using your Demat account credentials. If you don't have a Demat account, you can open one through SmallCase.
3. Once logged in, navigate to the "Discover" section and browse through the available SmallCases.
4. Use filters to narrow down your options based on factors such as investment amount, volatility, launch date, and investment strategy.
5. Click on a SmallCase to view its details, including the underlying stocks, performance history, and other relevant information.
6. If you find a SmallCase that aligns with your investment goals and risk tolerance, click on "Invest" to proceed.
7. Choose between a one-time investment or a monthly SIP, and confirm your investment.
8. Add funds to your account, and you're ready to start your portfolio investment journey with SmallCase.



Considerations and Drawbacks

While SmallCase provides a convenient and reliable platform for portfolio investment, it's important to consider some drawbacks:

1. Limited Tax-saving Options:
Unlike equity-linked saving schemes (ELSS) in mutual funds, SmallCase does not offer the option for tax-saving investments. This can be a disadvantage for salaried individuals looking to maximize their tax benefits.

2. Minimum Investment Amount:
Each SmallCase has a minimum investment amount, which may not be suitable for all investors. It's essential to review the investment requirements before committing to a SmallCase.

3.Charges and Fees:
SmallCase charges a one-time fee of ₹100 for purchasing a SmallCase. Additionally, fees may be applicable based on your investment amount and selected broker. It's advisable to review the fee structure and consider the impact on your investment returns. By understanding these considerations, you can make an informed decision about whether SmallCase is the right platform for your portfolio investment needs.




Portfolio Investment is an effective way to diversify your holdings and potentially increase your profits. Whether you choose to create your own portfolio or rely on the expertise of professionals, platforms like SmallCase provide a user-friendly and accessible solution for investors. By leveraging the power of technology and expert analysis, you can navigate the stock market with confidence and make informed investment decisions. Remember, investing always carries some level of risk, and it's important to conduct thorough research and consider your financial goals before making any investment decisions. With the right approach and the support of reliable platforms like SmallCase, you can embark on your portfolio investment journey and work towards achieving your financial objectives. Disclaimer: The information provided in this blog is for educational purposes only and should not be considered as financial advice. Always consult with a qualified financial advisor before making investment decisions. Thank you for reading this blog, and we hope it has provided you with valuable insights into portfolio investment and the benefits of using platforms like SmallCase.




Frequently Asked Questions


Portfolio investment involves buying multiple stocks at once to achieve specific investment goals. It differs from individual stock or mutual fund investments by offering a diversified approach. This blog explores various portfolio types, such as aggressive, defensive, income, and industry-specific portfolios.


SmallCase is a financial technology platform that facilitates portfolio investment by offering pre-built portfolios and allowing users to create their own. The FAQs should explain how SmallCase works, its user-friendly interface, and the advantages of investing through the platform, such as direct ownership of stocks and the convenience of Systematic Investment Plans (SIPs).


the simple steps for getting started with SmallCase, including visiting the website or downloading the app, logging in with Demat account credentials, browsing through available SmallCases, choosing an investment option, and confirming the investment. This section should provide a clear guide for potential investors.


Investors need to be aware of the limitations and drawbacks of using SmallCase. This section should address concerns such as the absence of tax-saving options, minimum investment amounts for each SmallCase, and any applicable charges or fees. This information helps users make informed decisions based on their financial goals.


The FAQs should cover details on how investors can monitor and manage their portfolios through SmallCase. This includes features such as tracking performance, viewing underlying stocks, and making adjustments to align with changing investment goals or risk tolerance. Understanding the platform's functionalities ensures investors can actively participate in managing their portfolios.

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