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Smallcase

692

Thematic investment platform with model portfolios.

Investment Tech
WealthTech
Active

Founded

2015

Team Size

150

Total Funding

₹166 Cr

Valuation

₹1,245 Cr

About

Thematic investment platform with model portfolios.

Unique Selling Proposition

Core Differentiator

API-first thematic investment infrastructure enabling brokers and fintech platforms to offer curated model portfolios with single-click execution

Target Market

Tech-savvy retail investors and B2B fintech platforms seeking thematic investing solutions

Key Innovation

Unified investment gateway converting complex portfolio strategies into executable smallcases across multiple brokers

Competitive Moats
🌐Network Effects
Strong

Platform connects portfolio managers, brokers, and investors creating multi-sided marketplace with 40+ broker integrations

🔒Switching Costs
Medium

Deep integration with broker APIs and investor portfolios creates friction for users to migrate investments

⭐Brand
Strong

Established as category leader in thematic investing among retail investors in India

🧠Data/AI Moat
Medium

Proprietary rebalancing algorithms and portfolio performance data across millions of transactions

Funding Snapshot
Free preview

₹49.8 Cr

Total Raised

1

Round

Latest Round

Latest · 2020-01-01

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Full Funding History

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Funding History

Latest Round

2020-01-01

₹49.8 Cr

Investors

Various Investors
Details

Location

Bengaluru, Karnataka

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Financial Metrics

Growth Rate

29%

Funding Rounds

1

VedAI Score
692/1000
Developing

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