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2019 in Review

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Inside smallcase ,  

2019 in Review

Review
smallcase 2019 in Review
Author Vasanth Kamath
Published February 7, 2020
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Reading Time: 3 minutes

Looking back at 2019, we couldn’t be more delighted with the impact we made over the year. With your continued support & feedback, we were able to expand the smallcases ecosystem to over 6,50,000 users, 8 brokerage partners, and 30+ smallcase Managers. Undoubtedly, 2019 was the best year (thus far) for us at smallcase!

Here’s how things stood for smallcase at the end of 2019:

Business Updates

smallcases Platform

On the core smallcases Platform, based on your feedback — we made some key changes to the investing experience. To help you find your smallcase quicker, we introduced a better search UX based on rationales and shipped a ‘Find your smallcase’ flow that you can find on your favourite broker.

Transparency is one of the most important characteristics of a financial instrument. In this direction, we started displaying key valuation & risk ratios for every smallcase, distinguishing live vs backtested performance & offline export of historical performance & a factsheet for every smallcase. Read more here.

On the transactions flow, we enabled After Market Orders for smallcases on Zerodha & HDFC Securities so you can invest 24×7 and made improvements to the SIP process to make it easier to invest regularly.

More Brokerage Partners

Our broker partners play a crucial role in making smallcases available to their clients & investors. When you transact in smallcases, it takes place on your existing trading & demat account with your favourite broker.

In 2019, we partnered with some of the largest & fastest growing brokerages like Kotak Securities, IIFL Securities, 5Paisa & AliceBlue to offer smallcases to their client base, with more in the pipeline.

New smallcase Managers via Publisher

With the launch of the Publisher Platform in Feb — that enables your advisor or research firm to showcase their research as smallcases giving you a simple way to invest, track & rebalance the same — we now have 30+ smallcase managers with differentiated stock/ETF portfolio strategies. You can find them all listed here — smallcase.com/creators.

We also shipped some upgrades that made the investing experience for you even more seamless including instant payments & onboarding and paying a % fee based on your investment value.

In Dec 2019, we also launched case by case — an initiative to help you learn directly from smallcase managers about strategies & concepts they’re proficient & experienced in. The first module — about Micro-caps & Corporate Governance is live here.

Gateway Launch

In our mission to make stock investing more accessible, we developed the smallcase Gateway as a critical part of our infrastructure stack. Like a payment gateway, this enables any app or platform to offer stock, ETF & smallcase transactions natively. We announced the first set of integrations with a top AMC & 2 leading advisory platforms this month and have some very interesting partnerships going live in the next couple of months. Stay tuned!

**************

Earlier in 2019, we announced raising $8 million in a Series A led by Sequoia India. Over the year, we also made the news with Forbes, Fortune among others talking about our progress & how we’re changing investing for Indians. We were also honoured with the Best Innovation in Wealth Management award at the India FinTech Awards 2019.

We’re proud to have made a difference to the capital markets ecosystem in 2019 and are more determined than ever to continue in our pursuit of Changing How India Invests in 2020 — and beyond!

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Vasanth Kamath

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Founder & CEO at smallcase Technologies. Something Irrelevant.

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6 thoughts on “2019 in Review”

  1. Avatar Murugan M says:
    February 7, 2020 at 11:01 pm

    Excellent achievement. Wish you all the best for coming years….

    Reply
    1. Dikshitha Damodar Dikshitha Damodar says:
      February 14, 2020 at 1:55 pm

      Hey Murugan!

      Thanks for your feedback!

      Reply
  2. Avatar Vinod Passy says:
    February 7, 2020 at 11:06 pm

    Please explain if smallcase investments are like thematic funds? How much is the entry and exit load in snallcaps. Do we pay separate fee for entry into different snallcases?

    Reply
    1. Dikshitha Damodar Dikshitha Damodar says:
      February 14, 2020 at 1:54 pm

      Hi Vinod!

      smallcases are similar, however, they provide you great flexibility. smallcases are baskets of stocks/ETFs based on established strategies and models or relatable ideas. The charges to invest in smallcase would depend on the broker that you hold an account with.

      Reply
  3. Avatar Manikandan says:
    February 8, 2020 at 10:36 am

    Great platform!!

    Reply
    1. Dikshitha Damodar Dikshitha Damodar says:
      February 14, 2020 at 1:18 pm

      Hey Manikandan!

      Thanks, thrilled to know that!!

      Reply

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