Top 10 Best Wealthtech Companies in India 2023

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Top 10 Best Wealthtech Companies in India 2023

[Product Roadmap] Here's how these healthtech startups have evolved their  products since their inception

Wealthtech refers to companies that leverage technology to provide innovative solutions and services in the field of wealth management and personal finance. These companies aim to disrupt and enhance traditional financial services by utilizing advanced technology, automation, data analytics, and user-friendly interfaces.

Here are some key areas in which wealthtech companies operate:

Robo-Advisory: Robo-advisory platforms use algorithms and automation to provide personalized investment advice and portfolio management services. They typically offer low-cost, diversified investment portfolios tailored to individuals’ goals and risk profiles.

Digital Brokerage: Digital brokerage platforms enable individuals to buy and sell financial assets, such as stocks, bonds, and exchange-traded funds (ETFs), through online platforms with user-friendly interfaces and often at lower fees compared to traditional brokerages.

Personal Financial Management (PFM): PFM tools help individuals track and manage their personal finances, including budgeting, expense tracking, goal setting, and financial planning. These tools often provide visualizations and insights to help users make informed financial decisions.

Automated Savings and Investing: Some wealthtech companies focus on automatic savings and investing solutions. They help users automate their savings and investment contributions, making it easier to build wealth over time.

Alternative Investing: Wealthtech platforms may offer access to alternative investment opportunities such as real estate crowdfunding, peer-to-peer lending, venture capital, or private equity. These platforms aim to democratize access to traditionally exclusive investment avenues.

Digital Wealth Management Platforms: Digital wealth management platforms combine human expertise with technology to deliver personalized financial advice and investment strategies. They often provide a hybrid model, allowing users to interact with financial advisors online.

Financial Education and Planning Tools: Wealthtech companies also develop educational resources and planning tools to help individuals improve their financial literacy, set financial goals, and plan for major life events like retirement or purchasing a home.

 

Why Wealthtech Companies are important

What is Wealthtech and its innovation in investment management

Wealthtech companies have gained importance due to several reasons:

Democratizing Access to Financial Services: Wealthtech companies aim to democratize access to financial services by leveraging technology. They make financial tools, investment opportunities, and personalized advice accessible to a broader range of individuals, including those with lower wealth levels who may have been underserved by traditional financial institutions.

Improved Efficiency: Wealthtech companies automate various processes, reducing the manual effort and paperwork traditionally associated with wealth management. This improves efficiency, streamlines operations, and reduces costs for both service providers and customers.

Cost-Effective Solutions: Wealthtech platforms often offer cost-effective solutions compared to traditional financial services. By utilizing automation and digital platforms, they can provide services at lower costs, such as lower advisory fees, reduced transaction costs, and access to low-cost investment options.

Personalization and Accessibility: Wealthtech companies leverage technology to deliver personalized financial advice and solutions tailored to individual needs and goals. Through intuitive interfaces, users can access their financial information, track progress, and make informed decisions conveniently from their devices.

Enhanced Financial Literacy: Many wealthtech companies prioritize financial education and provide tools to improve individuals’ financial literacy. This empowers users to make better financial decisions, understand investment options, and plan for their future.

Data-Driven Insights: Wealthtech companies leverage data analytics and algorithms to provide insights and recommendations based on individual financial situations. These insights can help optimize investment strategies, manage risks, and enhance financial planning.

Transparency and Trust: Wealthtech companies often emphasize transparency, providing clear information about fees, performance, and investment options. This transparency helps build trust between service providers and customers.

History of Wealthtech Companies in India

The history of wealthtech companies in India is relatively recent, with the emergence of these companies closely tied to the growth of technology and digital innovation in the financial services sector. While the exact timeline may vary, here’s a general overview of the evolution of wealthtech in India:

Early 2000s: The early 2000s witnessed the rise of online trading platforms and stockbroking firms that provided individuals with the ability to trade stocks and invest in mutual funds through digital platforms. These platforms laid the foundation for the digitization of investment services in India.

Late 2000s: With the proliferation of internet access and mobile technology, several financial technology startups began to emerge in India. These startups focused on offering investment tools, financial calculators, and online portfolio tracking services to retail investors. They aimed to simplify investment processes and provide users with real-time access to their investment portfolios.

2010s: The 2010s marked a significant shift in the wealthtech landscape in India. As the Indian economy grew and digital adoption increased, a new generation of wealthtech companies emerged, offering more comprehensive and sophisticated services. Robo-advisory platforms started gaining traction, providing automated investment advice and portfolio management services to retail investors.

Mid to Late 2010s: The mid to late 2010s witnessed the entry of established financial institutions and startups into the wealthtech space. Traditional banks and asset management companies began launching their own digital wealth management platforms, offering a mix of robo-advisory services and human advisory services.

Regulatory Developments: The regulatory environment also played a role in shaping the growth of wealthtech in India. The Securities and Exchange Board of India (SEBI) introduced regulations to govern robo-advisory services, ensuring investor protection and transparency.

Current Scenario: Today, the wealthtech ecosystem in India is diverse and expanding rapidly. Several established wealthtech players, as well as new startups, offer a range of services including robo-advisory, digital brokerage, personal finance management, goal-based investing, and alternative investment platforms. The market continues to evolve as technology advances, customer preferences change, and regulatory frameworks are refined.

 

Benefits of Wealthtech Companies

What is Wealthtech? Technology Tools for Advisors and Wealth Management  Firms - Wealthtender

Wealthtech companies offer several benefits that have transformed the way individuals manage their finances and invest their wealth. Here are some key benefits of wealthtech companies:

Accessibility: Wealthtech companies have made wealth management services more accessible to a wider range of individuals. They leverage technology to break down barriers, enabling people to access investment tools, financial advice, and portfolio management services conveniently from their devices. This increased accessibility empowers individuals who may have been underserved by traditional financial institutions.

Cost-Effectiveness: Wealthtech companies often provide cost-effective solutions compared to traditional financial services. By leveraging automation, digital platforms, and streamlined processes, they can offer lower fees, reduced transaction costs, and access to low-cost investment options. This cost-effectiveness allows individuals to save on fees and retain a larger portion of their investment returns.

Personalization: Wealthtech companies leverage technology and data analytics to deliver personalized financial advice and solutions tailored to individual needs and goals. Through intuitive interfaces and algorithms, users can access their financial information, track progress, and receive customized recommendations. This level of personalization helps individuals make informed decisions and align their investment strategies with their specific objectives.

Convenience: Wealthtech platforms offer convenient solutions that fit into individuals’ busy lives. Users can access their investment accounts, track performance, and make transactions at any time and from anywhere. This eliminates the need for in-person meetings or complex paperwork, providing a hassle-free experience.

Education and Insights: Many wealthtech companies prioritize financial education and provide tools to improve individuals’ financial literacy. They offer educational resources, interactive calculators, and insights on investing and personal finance. These resources empower individuals to make informed decisions, understand investment options, and improve their financial well-being.

Automation and Efficiency: Wealthtech companies automate various processes, reducing manual effort and paperwork traditionally associated with wealth management. Automation streamlines operations, enabling faster and more efficient account opening, transactions, and reporting. It also reduces the risk of human error and allows individuals to focus on strategic decision-making rather than administrative tasks.

Transparency and Trust: Wealthtech companies often emphasize transparency in their services. They provide clear information about fees, investment strategies, and performance, ensuring that users have a transparent view of their investments. This transparency builds trust and helps individuals make informed decisions with confidence.

 

Best Wealthtech Companies in India

Understanding Wealth Tech - New Jersey Business Magazine
Zerodha
Groww
Kuvera
Paytm Money
Upstox
ETMONEY
Scripbox
ClearTax
Fisdom
Smallcase

 

Zerodha

Zerodha introduces Sticky Order Window, Leverage Indicator on Kite app;  check out what they are - BusinessToday

Zerodha is a leading wealthtech company in India that has made a significant impact in the online brokerage industry. Founded in 2010, Zerodha has disrupted traditional brokerage models by offering low-cost trading and investment services through its online platform. It has gained popularity among retail investors in India for its user-friendly interface, competitive pricing, and innovative offerings.

Here are some key features and offerings of Zerodha:

Online Trading and Investment Platform: Zerodha provides a robust online platform that allows investors to trade in various financial instruments, including equities, derivatives, commodities, currencies, and mutual funds.

Discount Brokerage Model: Zerodha follows a discount brokerage model, charging significantly lower brokerage fees compared to traditional brokerages. This has made trading and investing more accessible and cost-effective for retail investors.

Direct Mutual Fund Investments: Zerodha offers direct mutual fund investments, allowing investors to invest in mutual funds without paying any commissions or distributor fees. This helps investors save on expenses and potentially improve their returns.

Online Account Opening: Zerodha provides a seamless and paperless account opening process, allowing individuals to open a trading and demat account online. This eliminates the need for physical paperwork and makes the onboarding process more efficient.

Advanced Trading Tools: Zerodha offers a range of advanced trading tools and features, including real-time market data, charting tools, technical analysis indicators, and algorithmic trading capabilities. These tools cater to the needs of active traders and provide them with powerful trading capabilities.

Educational Resources: Zerodha places a strong emphasis on investor education. It provides a comprehensive knowledge base, educational videos, webinars, and blogs to empower investors with the knowledge and skills to make informed investment decisions.

Integration with Other Services: Zerodha has integrated with third-party platforms and services to enhance the overall trading and investment experience. For example, it has partnered with platforms like Smallcase and Streak to offer thematic investing and algo-trading strategies, respectively.

Groww

Groww Partner or Sub Broker or Franchise Business Opportunity

Groww is a prominent wealthtech company in India that has gained popularity for its user-friendly investment platform. Founded in 2016, Groww aims to simplify investing and make it accessible to a wide range of individuals, particularly those new to investing. It offers a range of investment options and tools through its online platform and mobile app.

Here are some key features and offerings of Groww:

Investment Options: Groww allows users to invest in a variety of financial instruments, including mutual funds, stocks, digital gold, and initial public offerings (IPOs). It provides a single platform where users can access multiple investment options.

Direct Mutual Fund Investments: Groww enables direct mutual fund investments, allowing users to invest in mutual funds without paying any commissions or distributor fees. This helps users save on expenses and potentially improve their returns.

User-Friendly Interface: Groww is known for its simple and intuitive user interface, making it easy for individuals, including first-time investors, to navigate and use the platform. The platform offers a seamless and hassle-free investment experience.

Educational Resources: Groww provides educational resources, articles, tutorials, and expert insights to help users enhance their financial knowledge and make informed investment decisions. It aims to empower users with the necessary information to build their investment portfolios.

Goal-Based Investing: Groww offers goal-based investing options where users can set financial goals and invest accordingly. The platform provides guidance and tools to help users plan and track their progress towards achieving their financial goals.

Portfolio Tracking: Groww allows users to track their investment portfolios in real-time. Users can view their holdings, track returns, and access detailed reports to monitor the performance of their investments.

SIP and Recurring Investments: Groww facilitates systematic investment plans (SIPs) and recurring investments, allowing users to invest fixed amounts at regular intervals. This feature enables disciplined investing and makes it easier for users to accumulate wealth over time.

Kuvera

Kuvera - Products, Competitors, Financials, Employees, Headquarters  Locations

Kuvera is a well-known wealthtech company in India that offers a range of investment and financial planning services. Founded in 2016, Kuvera aims to simplify and democratize investing by providing a user-friendly platform and personalized investment solutions.

Here are some key features and offerings of Kuvera:

Robo-Advisory Services: Kuvera offers robo-advisory services, leveraging algorithms and data-driven analysis to provide personalized investment recommendations. Users can answer a set of questions to determine their risk profile and investment goals, and Kuvera’s algorithms suggest suitable investment strategies.

Direct Mutual Fund Investments: Kuvera enables users to invest in direct mutual funds, eliminating distributor commissions and reducing expenses. It provides a wide range of mutual funds across various asset classes and helps users create a diversified portfolio.

Consolidated Portfolio Tracking: Kuvera allows users to track their investment portfolios from multiple mutual fund houses in one place. The platform provides a consolidated view of holdings, performance, and historical data, simplifying portfolio management.

Goal-Based Investing: Kuvera offers goal-based investing features, allowing users to set financial goals and invest accordingly. The platform helps users plan for specific objectives like retirement, education, or buying a house, and tracks progress towards achieving those goals.

Tax Planning: Kuvera provides tax planning tools and features to help users optimize their tax liabilities. It offers insights and suggestions on tax-saving investment options such as ELSS (Equity Linked Savings Scheme) mutual funds and National Pension Scheme (NPS).

Investment Analytics: Kuvera provides investment analytics and performance metrics to help users evaluate the performance of their investments. Users can access detailed reports, historical data, and comparisons against benchmark indices to make informed investment decisions.

Financial Planning Tools: Kuvera offers financial planning tools to assist users in creating personalized financial plans. It helps users assess their current financial situation, set budgets, and plan for future expenses.

Paytm Money

Paytm Money to facilitate investments in IPOs | HT Tech

Paytm Money is a prominent wealthtech company in India that operates as a subsidiary of Paytm, one of India’s leading digital payment platforms. Launched in 2018, Paytm Money aims to make investing simple and accessible to individuals through its user-friendly platform and integration with the larger Paytm ecosystem.

Here are some key features and offerings of Paytm Money:

Mutual Fund Investments: Paytm Money offers a seamless and paperless process for investing in mutual funds. Users can choose from a wide range of mutual fund schemes across various asset classes, including equity, debt, and hybrid funds.

Direct Mutual Fund Investments: Paytm Money enables users to invest in direct mutual funds, eliminating the need for intermediaries and distributor commissions. This allows investors to benefit from lower expense ratios and potentially higher returns.

Digital Gold: Paytm Money provides a platform for users to buy and sell digital gold. Users can invest in gold digitally, making it more convenient and accessible for individuals who wish to diversify their investment portfolio with this asset class.

Integration with Paytm Wallet: Paytm Money seamlessly integrates with the Paytm Wallet, allowing users to invest in mutual funds directly from their Paytm account. This integration provides a unified experience for users who are already using Paytm’s digital payment services.

Tracking and Portfolio Management: Paytm Money allows users to track their mutual fund investments and view their portfolio performance in real-time. The platform provides insights, reports, and interactive tools to help users assess the performance and make informed investment decisions.

Investment Research and Tools: Paytm Money offers detailed investment research, including fund rankings, historical performance data, and expert insights. It provides tools for users to analyze funds, compare performance, and understand risk parameters.

Educational Resources: Paytm Money provides educational resources and articles to enhance users’ financial knowledge. It aims to empower investors with the necessary information and resources to make informed investment decisions.

Upstox

Upstox Review 2023 - Features, Charges, Pros & Cons - The Finance Point

Upstox is a prominent wealthtech company in India that offers online brokerage services, making it easier for individuals to invest in various financial instruments. Established in 2011, Upstox aims to provide a seamless and cost-effective trading experience to retail investors.

Here are some key features and offerings of Upstox:

Online Trading Platform: Upstox provides an online trading platform that allows users to invest in equities, derivatives, commodities, currencies, and exchange-traded funds (ETFs). The platform offers real-time market data, advanced charting tools, and order placement capabilities.

Discount Brokerage Model: Upstox follows a discount brokerage model, offering competitive brokerage rates and low transaction costs. This makes it cost-effective for retail investors, especially for those who trade frequently or have smaller investment amounts.

Trading Apps: Upstox offers mobile trading apps for Android and iOS devices, allowing users to trade on the go. The apps provide a user-friendly interface, real-time market updates, and the ability to execute trades and monitor portfolios from mobile devices.

Margin Trading: Upstox facilitates margin trading, enabling users to trade with leverage by borrowing funds against their existing securities. This feature allows traders to amplify their potential returns, but it also involves additional risks.

Algorithmic Trading: Upstox offers an advanced trading platform called AlgoLab that allows users to create and execute algorithmic trading strategies. It provides a range of tools and resources for building, testing, and deploying automated trading strategies.

Partner Integrations: Upstox has integrated with various third-party platforms and fintech applications to enhance the overall trading experience. It collaborates with financial technology companies to offer value-added services such as tax filing, financial planning, and investment analysis.

Education and Research: Upstox provides educational resources, tutorials, webinars, and market insights to help users enhance their trading knowledge and make informed investment decisions. It aims to empower users with the necessary tools and information to navigate the financial markets effectively.

 

ETMONEY

ET Money introduces new brand identity; adds personalisation to India's  investments - Times of India

ETMONEY is a prominent wealthtech company in India that provides a comprehensive range of financial services and investment solutions. Launched in 2016, ETMONEY aims to simplify personal finance and investing for individuals through its online platform and mobile app.

Here are some key features and offerings of ETMONEY:

Mutual Fund Investments: ETMONEY allows users to invest in a wide range of mutual funds across various asset classes, including equity, debt, and hybrid funds. It offers a user-friendly platform for investing in direct mutual funds, eliminating the need for intermediaries.

Expense Tracking: ETMONEY provides tools for tracking and managing expenses, allowing users to gain insights into their spending patterns and financial habits. This feature helps users in budgeting and managing their finances effectively.

Goal-Based Investing: ETMONEY offers goal-based investing options, enabling users to set financial goals and create customized investment plans to achieve those goals. It provides recommendations and insights on suitable investment strategies aligned with specific objectives.

Insurance Solutions: ETMONEY provides access to various insurance products, including term life insurance, health insurance, and motor insurance. Users can compare different policies, calculate premiums, and purchase insurance directly through the platform.

Loan Services: ETMONEY offers digital loan services, allowing users to apply for personal loans, home loans, and other types of loans through its platform. It provides assistance in comparing loan options, calculating EMI, and initiating the loan application process.

Gold Investments: ETMONEY facilitates digital gold investments, allowing users to buy and sell gold digitally. Users can invest in gold in small quantities and monitor their gold holdings through the platform.

Financial Planning Tools: ETMONEY provides financial planning tools and calculators to help users assess their financial health, plan for future goals, and track their progress. It offers insights and recommendations for improving financial well-being.

Educational Resources: ETMONEY offers educational resources, articles, and guides to enhance users’ financial knowledge. It aims to empower individuals with the necessary information to make informed financial decisions.

 

Scripbox

Scripbox - Wikipedia
Scripbox is a prominent wealthtech company in India that focuses on providing simplified investment solutions and personalized financial planning services. Founded in 2012, Scripbox aims to make investing accessible and hassle-free for individuals, particularly those who are new to investing.

Here are some key features and offerings of Scripbox:

Mutual Fund Investments: Scripbox offers a curated selection of mutual funds across different asset classes, allowing users to invest in a diversified portfolio. The platform simplifies the investment process by recommending suitable mutual funds based on user preferences, risk profile, and investment goals.

Goal-Based Investing: Scripbox emphasizes goal-based investing, helping users align their investments with specific financial goals such as retirement planning, education funds, or buying a house. Users can set their investment goals, and Scripbox provides personalized investment recommendations and strategies to achieve those goals.

Automated Investing: Scripbox offers an automated investment feature where users can set up systematic investment plans (SIPs) to invest a fixed amount at regular intervals. This feature ensures disciplined investing and eliminates the need for manual investment decisions.

Portfolio Rebalancing: Scripbox provides portfolio rebalancing services, ensuring that users’ investment portfolios are aligned with their target asset allocations. It periodically reviews and rebalances portfolios to maintain the desired risk profile and optimize returns.

Tax Optimization: Scripbox offers tax optimization strategies to help users minimize their tax liabilities. It suggests tax-efficient investment options such as ELSS (Equity Linked Savings Scheme) mutual funds, which provide tax benefits under Section 80C of the Indian Income Tax Act.

Education and Financial Planning: Scripbox provides educational resources and financial planning tools to help users enhance their financial knowledge and make informed investment decisions. It offers articles, tutorials, and guides on various financial topics to empower users in their investment journey.

Simplified User Experience: Scripbox focuses on providing a simple and intuitive user experience. The platform is designed to be user-friendly, with easy-to-understand information, minimal jargon, and a seamless investment process.

 

ClearTax

ClearTax - Crunchbase Company Profile & Funding

ClearTax is a prominent wealthtech company in India that offers a range of financial and tax-related solutions. Founded in 2011, ClearTax aims to simplify tax compliance, investment planning, and personal finance management for individuals and businesses.

Here are some key features and offerings of ClearTax:

Tax Filing: ClearTax provides an easy-to-use online platform for filing income tax returns. Users can upload their tax-related documents, and the platform guides them through the process of filling out and submitting their tax returns. ClearTax ensures accuracy and compliance with tax regulations.

Tax Planning: ClearTax offers tax planning tools and solutions to help individuals optimize their tax liabilities. It provides insights on tax-saving investment options such as ELSS (Equity Linked Savings Scheme) mutual funds, National Pension Scheme (NPS), and other tax-efficient investment avenues.

Goods and Services Tax (GST) Compliance: ClearTax assists businesses in managing their GST compliance requirements. It provides GST registration, invoice generation, return filing, and reconciliation services to help businesses comply with GST regulations.

Investment Solutions: ClearTax offers investment solutions and recommendations to individuals. It provides insights and information on various investment options, including mutual funds, fixed deposits, and other financial instruments. Users can make informed investment decisions based on their financial goals and risk profiles.

Expense Tracking: ClearTax provides expense tracking tools to help individuals monitor and categorize their expenses. Users can link their bank accounts and credit cards to the platform, which automatically categorizes transactions and provides insights into spending patterns.

Loan Services: ClearTax assists users in comparing and applying for various types of loans, including personal loans, home loans, and business loans. It provides a streamlined loan application process, helping users find the most suitable loan options.

Financial Planning: ClearTax offers financial planning tools and calculators to help users assess their financial health, set goals, and plan for major life events such as retirement, education, or buying a home. Users can create personalized financial plans and track their progress over time.

Fisdom

Fisdom - Online Demat, Trading, and Mutual Fund Investment in India - Fisdom

Fisdom is a notable wealthtech company in India that provides investment and wealth management solutions through its online platform and mobile app. Established in 2015, Fisdom aims to simplify investing and make it accessible to a wide range of individuals, particularly those who may have limited knowledge or experience in financial matters.

Here are some key features and offerings of Fisdom:

Goal-Based Investing: Fisdom emphasizes goal-based investing, allowing users to set financial goals and create personalized investment plans to achieve those goals. The platform provides recommendations and insights on suitable investment strategies aligned with specific objectives.

Robo-Advisory Services: Fisdom utilizes robo-advisory algorithms to analyze user preferences, risk appetite, and investment goals. Based on this analysis, it provides personalized investment recommendations and creates portfolios tailored to individual needs.

Mutual Fund Investments: Fisdom allows users to invest in a variety of mutual funds across different categories, including equity, debt, and hybrid funds. The platform simplifies the investment process and facilitates investments in direct mutual funds, avoiding distributor commissions.

Automated Investing: Fisdom offers systematic investment plans (SIPs), enabling users to invest fixed amounts at regular intervals automatically. This feature promotes disciplined investing and eliminates the need for manual investment decisions.

Portfolio Tracking: Fisdom provides a consolidated view of users’ investment portfolios, allowing them to track their holdings and monitor portfolio performance in real-time. Users can view portfolio diversification, historical returns, and other relevant metrics.

Tax Planning: Fisdom offers tax planning solutions, suggesting tax-efficient investment options and strategies to help users minimize their tax liabilities. It provides insights on tax-saving investments such as ELSS (Equity Linked Savings Scheme) mutual funds and National Pension Scheme (NPS).

Education and Insights: Fisdom offers educational resources, articles, and tools to enhance users’ financial knowledge. It provides insights on market trends, investment strategies, and financial planning to empower users in making informed investment decisions.

 

Smallcase

smallcase - Blume

Smallcase is a notable wealthtech company in India that offers thematic investment solutions through its online platform. Founded in 2015, Smallcase aims to make investing in portfolios of stocks and exchange-traded funds (ETFs) simpler and more accessible to retail investors.

Here are some key features and offerings of Smallcase:

Thematic Investing: Smallcase enables users to invest in predefined portfolios called “smallcases” that are based on specific investment themes, sectors, or strategies. Each smallcase consists of a basket of stocks or ETFs that align with the chosen theme or strategy.

Diversified Portfolios: Smallcase offers diversified portfolios that span various sectors, market caps, and investment strategies. Users can choose smallcases based on their investment preferences, risk appetite, and market outlook.

Expert-Driven Portfolios: Smallcase partners with research experts, institutional investors, and wealth managers to curate and recommend smallcases. These smallcases are backed by research and expertise, offering users the benefit of professional investment insights.

Customized Portfolios: Smallcase allows users to create custom portfolios by selecting individual stocks or ETFs from the available universe. This feature provides flexibility for users who prefer a more hands-on approach to building their investment portfolios.

Ease of Execution: Smallcase provides a seamless execution process, allowing users to invest in the chosen smallcases directly through their existing brokerage accounts. It simplifies the process of buying and selling stocks or ETFs within the selected smallcases.

Performance Tracking: Smallcase offers performance tracking and analytics tools, enabling users to monitor the performance of their invested smallcases. Users can assess returns, portfolio allocations, historical performance, and other relevant metrics.

Educational Resources: Smallcase provides educational resources and insights on various investment themes, sectors, and strategies. It offers explanations, articles, and research materials to help users understand the rationale behind each smallcase and make informed investment decisions.

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