Trust
Security & compliance
ISO 27001
SLA uptime target: Not specified
Security review turnaround: Not specified
DPA available: Not specified
Indian thematic investing platform enabling advisors to create and distribute stock baskets through broker integrations.
Pricing
Subscription fees
Founded
2015
Team size
251-500 employees
Headquarters
Bengaluru, India
Product Preview
Preview from smallcase.com
At a glance
Try before you buy
Integrates with
India's leading brokeragesAll mutual fund houses (32+)RBI Regulated Banks For Fixed Deposits
Security
ISO 27001
About Smallcase
Smallcase is an India-focused investing platform for stock, ETF, and mutual-fund model portfolios offered through regulated providers and broker integrations. It lets investors discover thematic and managed baskets, track holdings, and transact through supported brokers. Pricing is portfolio-specific rather than a single SaaS tier.
Buyer Fit & Positioning
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Not specified
Free trial: No
Free plan: Yes
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Company-size fit has not been specified yet.
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
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Smallcase
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