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- Kuvera: SIP Mutual Funds App Vs. smallcase: Stocks, MFs, FDs
Kuvera: SIP Mutual Funds App против smallcase: Stocks, MFs, FDs Использование & Stats
Online investing simplified. Built by data-driven ex-money managers & techies to make investing easier, faster and better.
ONE APP. FOR ALL INVESTING NEEDS.
√ Mutual Funds: Start SIP in 5000+ direct MF plans
√ Fixed Deposits: Range of FDs, book online FD in mins
√ Stock market: Invest in shares listed on NSE and BSE
√ Employee Provident Fund: Link your UAN to track EPF balance
√ Gold: Add gold bought externally to track gold investments
FINANCIAL PLANNING. SIMPLIFIED.
> Goal Planning: Set financial goals like buying home, retirement, child’s education etc. with our goal-planning feature.
> Family account: Create a joint account or individual account under a single login as a family account. Manage your parents’ investments, or invest with your spouse.
> Smart analytics: Get insights on your investments for smarter decisions. Analysis of your asset allocation, portfolio XIRR and comparison with peers.
> Plan for emergencies with SaveSmart: Invest in Liquid MFs, withdraw up to ₹2 lakhs within 30 minutes.
SAVE MORE. CREATE MORE WEALTH.
√ Save 35% over 20Y with direct MFs. Pay ZERO commission
√ Save upto ₹10,000 in LTCG taxes every FY with Tax Harvesting
√ Save tax with ELSS mutual funds from all AMCs
√ Least tax & exit load on switching or redeeming MFs with TradeSmart
INVEST IN MUTUAL FUNDS
- Start SIP within mins. 5000+ direct MFs from all AMCs like SBI Mutual Fund, ICICI Prudential MF, HDFC MF, Birla Sun Life MF, Nippon India MF, Axis MF, Mirae Asset MF, Tata MF & more.
- Funds across all categories like Equity (Large cap, Mid cap, Small cap), Debt, Hybrid, Solution oriented, and other schemes like Index Funds, ETFs, Fund of Funds & Balanced funds.
- Make smart investment decisions. Compare fund's performance to index (Nifty 50, Nifty Next 50, Nifty MidCap 100, Nifty SmallCap 100), category & peers. Or, add a fund for comparison.
- Invest Lump sum, set up SIP, Systematic Transfer plan (STP) & Systematic Withdrawal Plan (SWP).
- Switch from regular to direct MF plans for free, earn up to 1.5% higher returns
- Seamless import of external investments through Consolidated Account Statement (CAS).
- Know what’s popular in the smart investor community with most bought, most sold & most watchlisted MFs and FDs.
- Extra rewards on redemption of Mutual Funds, get 1% more on the amount you transfer to Amazon Pay Balance.
- Get all transactions & reports for ELSS and Capital Gains.
BOOK ONLINE FDs
- Your Fixed Deposit app.
- Easy online FD booking.
- Check FD rates from a wide range of bank & NBFC fixed deposits.
- Book Bajaj Finance FD, Shriram Finance FD, Mahindra Finance FD, Axis Bank FD. More coming soon.
STOCK MARKET INVESTING MADE EASY
- Buy & sell shares on NSE Nifty 50 & BSE Sensex with live share price movements.
- Track stock portfolio, import from brokers and demat a/c like Zerodha, Upstox etc, or upload your CAS from CDSL or NSDL.
- Get latest share price, top gainers and losers, 52 week high and low, 1 year & 5 year returns, dividend yield, market cap, volume, financial statements & other fundamentals.
- Get rich insights, compare with peers through intuitive charts.
IN SAFE HANDS
- 128-bit Bank-grade encryption for data safety
- ISO/IEC 27001:2013 certification
- SEBI registered investment advisor
Happy to help :) Write to support@kuvera.in
AREVUK Advisory Services Pvt Ltd | SEBI Registration No. INA200005166
DISCLAIMER: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully. Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investments in securities market are subject to market risks. Read all the related documents carefully before investing. The securities quoted are for illustration only and are not recommendatory.
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smallcase is an all-in-one app that offers portfolios of stocks, fixed deposits & mutual funds that helps you build a stable portfolio and grow your money.
INVEST ACROSS MULTIPLE ASSETS
smallcases & stocks
- Invest easily in stocks with 500+ ready-made portfolios of stocks based on popular themes, sectors, and strategies
- Explore baskets of stocks on themes like Atmanirbhar Bharat, strategies like Momentum, and sectors like Electric Vehicles
- Pick a portfolio manager based on their experience, ideas, and past performance for your investments
- Discover investment ideas to invest in stocks across different risk profiles and goals like retirement, buying a house, or an international trip
- Buy individual stocks if you want to, or create a smallcase on your own
- SIP into multiple stocks in a single tap
No need to open a new broking account if you already have one. Just connect your existing DEMAT account. Kite by Zerodha, Groww, Upstox, ICICI Direct, HDFC Securities, IIFL (Indiainfoline) Securities, Angel One, Motilal Oswal (MOSL), Axis Direct, Kotak Securities, 5paisa, Alice Blue, Nuvama & more brokers are supported.
Note: All stock portfolios are created & managed by SEBI-registered investment experts.
Mutual Funds
- Direct Mutual Funds with zero commissions
- Compare against other mutual funds across returns, expense ratio, and volatility
Fixed Deposits
- Open high-interest Fixed Deposits with returns up to 8.40%
- DICGC insurance up to 5 lakhs
- Banks listed with us - Suryoday Small Finance Bank, Shivalik Bank, Utkarsh Small Finance Bank, North East Small Finance Bank, and South Indian Bank
- Open and FD with your existing bank account
TRACK YOUR INVESTMENTS IN ONE PLACE
- Securely import your existing stocks and mutual fund investments across multiple broking and finance apps
- Track your smallcases, stocks, and mutual funds in one place
- Get an investment score based on your investment discipline and diversification across stocks & mutual funds
GET LOAN AGAINST YOUR MUTUAL FUND INVESTMENTS
Zero-commission mutual funds and the ability to get loans against these mutual fund investments make smallcase a complete mutual fund app.
- Get cash for your short-term needs without breaking any investments
- Get a loan entirely online, in under 3 hours, at low interest rates
- Pay back the loan anytime you want, without any charges for early closure
GET A PERSONAL LOAN
Fulfil your cash needs with personal loans offering flexible repayment options & low interest rates
- Tenure: 6 to 60 months
- APR: 27%
- Registered Bank (Lender): Aditya Birla 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
Do more with your money on smallcase.
NOTE: Equity Investments are subject to market risk. Read all the related documents carefully before investing. Investors should consider all risk factors and consult their financial advisors before investing. Representations are not indicative of future results. The quoted smallcases are exemplary and not recommendatory.
For further disclosures, visit: https://www.smallcase.com/meta/disclosures
Registered Address: smallcase Technologies Private Limited
#51, 3rd Floor, Le Parc Richmonde,
Richmond Road, Shanthala Nagar,
Richmond Town, Bangalore - 560025
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январь 10, 2026