smallcase: Stocks, MFs, FDs app analytics for May 19

smallcase is a stock market and mutual fund investment app that helps you invest in diversified model portfolios for long-term wealth creation. These model portfolios are baskets of stocks, ETFs, and mutual funds, built to reflect a theme, idea, or strategy. Explore thematic investing ideas such as "Electric Vehicles", "Momentum Investing", or "Precious Metals Tracker" – smallcase offers 500+ model portfolios to diversify your investments. All smallcases are managed by SEBI-registered investment experts, who offer timely rebalance updates – i.e., buy and/or sell suggestions – of the underlying constituents (stocks, ETFs and MFs) of the model portfolio. INVEST IN SMALLCASES - smallcase gives you access to model portfolios of stocks, ETFs & mutual funds, professionally built for diversification - Pick a portfolio manager based on experience, investment style & past performance - Discover model portfolios across risk profiles and goals like retirement, buying property, or trips abroad - Set up SIPs in a basket of stocks, ETFs, or mutual funds with one tap Connect to your existing broking/demat account or open a new one to invest in smallcases. smallcase supports India's top brokers, including Kite by Zerodha, Groww, Upstox, ICICI Direct, HDFC Securities, IIFL Securities, Angel One, Motilal Oswal (MOSL), Axis Direct, Kotak Securities, 5paisa, Alice Blue, Nuvama, and more. smallcase is integrated with Tickertape – a stock market research and portfolio analysis app that helps you make informed investment decisions. Tickertape is a wholly owned subsidiary of CASE Platforms Pvt. Ltd. MUTUAL FUND SMALLCASES You can now invest in Mutual Fund smallcases – professionally managed baskets of direct mutual funds built around strategies, themes, or investment goals. They offer curated investment portfolios with the same diversification and transparency as stock & ETF smallcases. TRACK YOUR NET WORTH IN WEALTH OFFICE - Track all your assets and liabilities in one place – including stocks, MFs, ETFs, smallcase model portfolios, bank accounts, real estate, gold, Employee Provident Fund (EPF), and outstanding loans (home loan, personal loans, credit card, and more) - Import your existing stocks and mutual fund investments across multiple brokers and finance apps - Chat with AI about your investments, and get AI-powered insights on growing your wealth - Check your investment score and get smart alerts on your portfolio's performance INVEST IN MUTUAL FUNDS - Invest in zero-commission, direct mutual funds - Choose from multiple MF types – equity, debt, hybrid, ELSS funds & more - Compare mutual funds by category, past returns, and risk INVEST IN FIXED DEPOSITS - Open FDs with returns up to 8.3% - Get DICGC insurance up to ₹5 lakhs - Choose from multiple banks: Slice SF, Suryoday SF, Shivalik SF, South Indian, and Utkarsh SF Banks GET A LOAN AGAINST SECURITIES - Get a loan against mutual funds and stocks without breaking any investments - 100% online, in under 2 hours at low interest rates - Repay the loan at any time without any foreclosure charges Tenure: 6 months to 5 years Maximum Annual Percentage Rate (APR): 27% Registered Non-Banking Financial Company (NBFC) Lenders: - Aditya Birla Finance Ltd - Bajaj Finance Ltd Example: Interest Rate: 16% p.a. Tenure: 36 months Cash to be credited: ₹1,00,000 Processing Fee: ₹2,073 GST: ₹373 Loan Insurance: ₹1,199 Total Loan Amount: ₹1,03,645 EMI: ₹3,644 Total Repayment Amount: ₹1,31,184 NOTE: Equity investments are subject to market risk. Read all related documents carefully before investing. Consider all risk factors and consult your financial advisor before investing. Past performance is not indicative of future results. The quoted model portfolios are not recommendatory. For further disclosures, visit: https://smallcase.com/meta/disclosures Registered Address: CASE Platforms Private Limited #51, 3rd Floor, Le Parc Richmonde, Richmond Road, Shanthala Nagar, Richmond Town, Bangalore - 560025