Categories: Featured StoriesInside smallcase

smallcase Raises $8M to Build an Ecosystem

Reading Time: 2 minutes

At smallcase, we are building a new & better instrument for the modern investor to take portfolio exposure to stocks & ETFs. Similar to mutual funds, however, investors hold the stocks/ETFs in their demat account — making it cost-effective (no expense ratios, pay only when you transact) & giving complete control & transparency on the constituents to the investor.

Since we first launched on Zerodha in Jul 2016, smallcases are now present on HDFC Securities, AxisDirect, Edelweiss, 5Paisa & a lot more to come. Two weeks, ago — we also introduced the Publisher Platform — a way for licensed professionals to deliver their portfolio research in a better manner to their clients.

Today, we are pleased to announce that we have raised $8M (~Rs. 56 cr) in capital. The Series A round was led by Sequoia Capital India, with participation from Blume Ventures, Straddle Capital, Beenext, WEH Ventures & DSP Adiko. With this transaction, we are welcoming Harshjit Sethi (Sequoia) & Karthik Reddy (Blume) to smallcase’s Board of Directors, to help us navigate the next phase of growth.

We’ll deploy this capital by accelerating our product expansion, investing in infrastructure for the capital markets & hiring more world-class talent to join us in our journey.

The smallcases Ecosystem will be developed on 3 major pillars, while focusing primarily on the retail investor & her experience

  • Trusted Transaction Layer of Brokerages — enabling smallcases to be transacted on the largest & fastest growing brokerage platforms. We are currently live with 5, and will continue to partner with more brokers so any demat account holder can invest in smallcases
  • Empowering Research Professionals with Publisher — provide tools to licensed research firms & individuals to productize their research & create a new community of product manufacturers with differentiated offerings & strategies.
  • Enabling Advisors & Wealth Managers — develop infrastructure for wealth managers & advisory platforms to advise on and enable their clients to invest into stocks & ETFs, via smallcases, on their platforms

We are dedicated to building the best experience for individual investors to take exposure to exchange-traded products in a cost-effective, simplified & transparent way. If you would like your broker or advisor to offer smallcases, tweet to us @smallcaseHQ or write in at

We welcome you to join us in this ecosystem as an investor, partner, or as part of the team.

Team smallcase – Feb 2019

A big thank you to all our users, partners & investors for their wishes, efforts & continued support along the way – stay tuned for more this year!

Vasanth Kamath

Founder & CEO at smallcase Technologies. Something Irrelevant.

Published by
Vasanth Kamath
Tags: advisorblumebrokerageinvestorpartnerspublishersequoiasmallcase

Recent Posts

  • हिंदी Blog

म्यूचुअल फंड डिविडेंड स्कीम से दूर क्यों रहना चाहिए

वर्षों पहले जब मैंने पहला म्यूचुअल फंड इन्वेस्टमेंट किया था, तो वो मैंने अपने पैसे बढ़ाने के लिए किया था। तब,…

8 hours ago
  • Postweek Reports

PM Modi’s $5 trillion vision

Reading Time: 3 minutes Says it's challenging but achievable, sets up agri task force.

1 day ago
  • Investing Insights

ETF Liquidity, Creation, and The Role of Authorised Participants

Reading Time: 4 minutes Is ETF liquidity still a concern for Indian investors? And if so, does it still matter…

5 days ago
  • Featured Stories
  • Inside smallcase

Err..that’s an error!

Reading Time: 4 minutes The difference between a good and bad user experience often lies in the details.

1 week ago
  • Featured Stories
  • Postweek Reports

Target set for 4500 km

Reading Time: 3 minutes NHAI has set a construction target of 4500 km in 2019-20.

1 week ago
  • Featured Stories
  • Investing Insights

ETFs 101 – What is an ETF?

Reading Time: 4 minutes The first in a series of posts on ETF Education - covers what are ETFs, their…

2 weeks ago