Categories: Featured StoriesInside smallcase

smallcase Raises $8M to Build an Ecosystem

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 help@smallcase.com

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!

Share
Vasanth Kamath

Founder & CEO at smallcase Technologies. Something Irrelevant.

Published by
Vasanth Kamath
Tags: advisorblumebrokerageinvestorpartnerspublishersequoiasmallcase

Recent Posts

  • Postweek Reports

New Tax Rates for Realty Sector

Rates have been cut from 8% to 1% for affordable homes and from 12% to 5% for regular units.

2 days ago
  • Featured Stories
  • Investing Insights
  • smallcase Rationales

The Aristocrat of Stock Dividends

Many investors focus on dividends when deciding where to invest their money. The main reason for doing so is to…

4 days ago
  • Postweek Reports

Private Banks Powering Ahead

Private sector banks have outperformed their public sector peers in multiple parameters like the growth of bank network, productivity measures…

1 week ago
  • Postweek Reports

Markets Gain on the back of Strong FPI Flows

Nifty ended up 1.58% at 11,035.4 and Sensex closed at 36,671.4, up 1.68%.

2 weeks ago
  • Featured Stories
  • smallcase Stories

Making smalltalk with Anurag from Minance

Anurag Bhatia is the founder of Minance, a SEBI Registered Investment Advisor that is striving to make investing more accessible…

3 weeks ago
  • Broker Rationales
  • Uncategorized

5paisa’s Favourites for 2019

Every year brings with it new resolutions, fresh challenges, and many uncertainties. This is not only true for us as…

3 weeks ago