What is a small case? How to Invest in a small case?

Before buying stocks, it is important to know how small case investment works along with investment products and how to start with your trading account. Here, you will understand small case companies and small case stocks and money transfers.

 Things to know before buying a small case

What is a small case?

Bangalore-based startup, came up with a investment idea that allows investors to buy a ready-made portfolio directly instead of through mutual funds. It creates a basket full of stocks to select and invest in. These baskets or portfolios of stocks are made according to a specific theme, idea, or sector. 

Here’s how a small case works. In simple terms, a small case will help you buy multiple stocks at one time. It will give you numerous portfolios or groups of stocks to buy together. 

For example, if you want to buy a stock of TATA group, you can buy the portfolio of TATA stocks and buy it directly instead of visiting every company one by one. Professionals create these portfolios; thus, it saves you time and effort to research each company, its financials, revenue growth, P&L, balance sheet, and return ratio. Thus, with a small case, you can do everything on your own, without a fund manager, and help with the investment objectives and deciding small case stocks. 

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How to Invest in a small case? 

You’ll need a brokerage account known as a DEMAT account to start a small case investment. Investing in small cases is more accessible these days as it is partnered with all leading brokerages like Zerodha, HDFC Securities, Kotak Securities, Axis Direct, Edelweiss, and Angel Broking.

Linking your trading account/ Demat account with a small case gives you direct control over your stocks. You will be able to buy or sell any stock at just one click and have 100% control over when and how you want to buy small case stock, and the stocks/ETFs in it will be credited or debited to your account.

The minimum investment amount will depend on the stocks featured in the small case. After buying the small case stocks, you can choose how to want to proceed, either via paying a lump sum or a systematic investment plan (SIP)

1. Is investing in a small case safe?

Small case stocks or small case funding give you full control and visibility over what you own, and you can buy or sell any stock at any time through your Demat account. If you are starting, the most advisable investment product is through ‘All-weather-account’, where you’ll invest in equity, debt, and gold. 

2. Is small case SEBI approved? 

The small case stock portfolios are made by SEBI-licensed professionals, like brokers and research analysts.

3. What are the additional charges applied while buying a small case?

Primarily, there are three types of additional charges:

  • Transaction Charge, which is almost 100+ GST
  • Brokerage charge varies according to which Demat account you use.
  • Some small case portfolios aren’t free, so you might have to pay small case fees.

The small case provides a great option, but at the end of the day, only you can choose to go either with small case companies or mutual funds. It’s easy to learn about Best equity funds, Best liquid funds, Best debt funds and decide your next step.


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