Investing in multiple stocks/sectors protects you against volatility
in a single stock
Create SIPs, manage investments
or exit a smallcase anytime
Baskets are reviewed periodically
Transact on smallcases
in just three clicks.
Choose from a catalog of
over 40 smallcases
Select a suitable smallcase
that matches your investment objective
Invest in the smallcase
& set up an SIP for disciplined investing.
smallcases are modern investment products that help you build a low cost, long term and diversified portfolio.
smallcases are the easiest way to buy & manage multiple portfolios of stocks/ETFs.
Easy to use
Easy to understand
Each new smallcase purchase (created/customized included) would incur a flat fee of Rs. 100 plus GST. No additional fees need to be paid for further investments, rebalances, repairs or exits within the same smallcase. Do note that brokerage and statutory charges on each transaction will continue to apply.Fee based smallcases also incur a subscription fee which differs from basket to basket.Start Investing
There are 3 parts to understand this:
You invest in a smallcase by using funds in your Kotak Securities trading account. You can either start an SIP or do a lump-sum investment. All invested smallcase constituents will be added to your Demat account.
You can track your invested smallcase's performance, dividends and evaluate your portfolio under "Investments". You can see details of every stock so you know where your money is at all times.
You have complete control on your investment. You can add, edit or remove any stock from your smallcase anytime. You can also see & review rebalance updates, edit your SIP etc., from your "Investments".Discover Now
Best way to get started is from using any of the below methods:
You can track the following metrics for each one of your smallcases from your “Investments”
Invest like an expert in your ideas by creating a smallcase:
Please Note: You will be charged a one time fee of ₹100 + GST per smallcaseCreate Now
To begin investing in smallcases, login with your Kotak Securities ID and password on the website or mobile app, select smallcases and get started:
Once invested in a smallcase, and if you want to invest more:
If you want to exit:
In case you have a Kotak Trinity account (3-in-1 account),
In case you have a trading account which is NOT a Trinity Account,
smallcase disclaimer: bit.ly/smallcasediscStart SIP
Rebalancing is the process of periodically reviewing smallcases by their creators. It ensures that the smallcase continues to reflect the original idea. You should review & apply the update as you receive them