Smallcase

Smallcase is a fintech platform operates in the wealth management and retail investing space. Smallcase offers ready-made portfolios or what they call “smallcases,” each built around a theme, strategy or market idea. The platform is built with a specific group in mind: retail investors, people who are new to the stock market and even financial advisors who need a reliable, research-backed tool. If you’ve ever wanted to invest in equities but didn’t want to get caught up picking stocks daily or second-guessing market moves. Smallcase is tapping into India’s massive $100+ billion retail investing market, a space that’s been booming in recent years.

Core Products and Services

• Transparency: Every stock in your portfolio is right there in front of you. No mystery. No hidden layers. It’s completely transparent, so you’re not left guessing where your money is going.

• Flexibility: Life changes, goals shift and Smallcase gets that. You can adjust, tweak or even rebalance your portfolio to suit your preferences.

• Research-driven:  Each theme or strategy isn’t just thrown together  it’s built using solid research. Analysts and experts do the number crunching, so you don’t have to go down a rabbit hole just to feel confident about a decision.

• Direct Ownership:  The stocks are in your name. You’ve got direct ownership, which means more control and often fewer layers of cost.

Business Model and Revenue Streams

• Transaction Based Fees: One of Smallcase’s primary revenue streams is a fee on transactions every time a user invests in a smallcase through their linked brokerage account, Smallcase earns a portion of the transaction value.
• Subscription Models: Some portfolios and strategies on Smallcase are created by premium research providers or advisory firms. To access those, users may pay a subscription fee a recurring charge that gives access to regularly updated portfolios and deeper insights.
• Partner Integrations: Brokerages and wealth-tech platforms that integrate Smallcase into their offerings often work under a revenue-sharing model, allowing Smallcase to earn a portion of the fees or commissions from investments made through these partners.