Key Metrics
  • No. of Employees308
  • Founded Year 2015
  • Company StagePrivate Limited Company
  • Total Funding₹509.83 Cr
  • Industry

  • Headquarter
  • Company StatusActive
About Smallcase

Smallcase has been building a three-dimensional ecosystem focused on investors, advisors and brokers. It helps individuals to invest in the equity market via products called ‘smallcases’. These are powered by its publishing platform that helps advisors to offer ready-made portfolios to their clients with past performance, ratios and risk-levels computed by the system.

Retail brokerage partners leverage ‘smallcase’ as a primary product offering to help individuals to build their investment portfolio. Besides individuals, the company’s products are being used by asset management companies or AMCs.

Business Model

Smallcase is a wealth management startup that offers a unique investment platform to retail investors. The platform enables users to invest in a portfolio of stocks, exchange-traded funds (ETFs), and other instruments that are grouped together as a "smallcase" based on a specific investment theme or strategy. Smallcase provides users with access to a wide range of investment themes, such as technology, healthcare, and sustainability, among others, to help them build diversified portfolios aligned with their investment goals.

Top Competitors
ST
StratzyU72900MH2021PTC363390
TB
Trade BrainsU74999BR2018PTC038208
CS
Costa SavingsU72900MH2021PTC364280
UP
UpstoxU74900DL2009PTC189166
ZE
ZerodhaU65929KA2018PLC116815
Smallcase Funding Details
Funding Highlights
Latest Funding RoundSeries C
Total Funding Raised₹509.83 Cr
No. of Investments Made1
Total No. of Acquisitions0
Lead Investors4
Investors
  • Faering Capital, Peak XV Partners, Blume Ventures, Beenext
Funding Details
TheKredible's detailed funding report contains info about Funding raised by the company along with Lead Investors, Investors, Shareholding Strcuture, and its Investments & Acquisitions.
₹799.00 ₹1,598.00
Funding History
TheKredible's 'Funding History' report provides deep insights of Funding with list of Lead Investors
₹399.00 ₹798.00
Funding Per Year
A Funding report of the company's overall funding on yearly basis, segregated by the team TheKredible.
₹199.00 ₹398.00
Investment Company Done
Detailed report about the Invtestments made by the company till date.
₹499.00 ₹998.00
Smallcase Financial Details
Financial Highlights
FY 2023-24 Revenue₹74.83 Cr
FY 2023-24 Expenses₹249.01 Cr
FY 2023-24 Profit/Loss-₹175.77 Cr
Net Cash Flow From Operations-₹33.76 Cr
Full Financial Details
Detailed report containing info about Business Model, year-wise Financial Comparison, Ratio Analysis and detailed Revenue and Expense breakdowns.
₹799.00 ₹1,598.00
Financial Comparison
A detailed report of year-wise Financial Comparison of the company
₹430.00 ₹860.00
Revenue Breakdown
A report and breakdown of the company's year-wise revenue streams.
₹399.00 ₹798.00
Expense Breakdown
A report and breakdown of the company's year-wise expenditures.
₹399.00 ₹798.00
Shareholding Structure
Team at TheKredible has gone through several ROC filings and portrayed Shareholding Structure of the company.
₹499.00 ₹998.00
Financial Ratio
Analysis of Financial Ratios which gives quick insights about the company's profitability and capital efficiency.
₹199.00 ₹398.00
Smallcase Key People
People Metrics
Current Core Team3
Board Members/Directors5

Core Team

AS
Anugrah ShrivastavaCo-Founder
VK
Vasanth KamathCo-Founder
RG
Rohan GuptaCo-Founder

Board Members/Directors

SM
Sameer Mohan ShroffDirector
RG
Rohan GuptaDirector
AS
Anugrah ShrivastavaDirector
VK
Vasanth KamathDirector
KR
Kartik Reddy BezawadaNominee Director
Smallcase Documents

AY - 2018-19

Profit and Loss statement - Smallcase - 2018-19.pdf
TheKredible's experts has summarized the Profit and Loss Statement of Smallcase for FY 2018-19.
₹249.00 ₹498.00
Balance Sheet - Smallcase - 2018-19.pdf
TheKredible's experts has summarized the Balance Sheet of Smallcase for FY 2018-19.
₹249.00 ₹498.00

AY - 2019-20

Profit and Loss statement - Smallcase - 2019-20.pdf
TheKredible's experts has summarized the Profit and Loss Statement of Smallcase for FY 2019-20.
₹249.00 ₹498.00
Balance Sheet - Smallcase - 2019-20.pdf
TheKredible's experts has summarized the Balance Sheet of Smallcase for FY 2019-20.
₹249.00 ₹498.00

AY - 2020-21

Profit and Loss statement - Smallcase - 2020-21.pdf
TheKredible's experts has summarized the Profit and Loss Statement of Smallcase for FY 2020-21.
₹249.00 ₹498.00
Balance Sheet - Smallcase - 2020-21.pdf
TheKredible's experts has summarized the Balance Sheet of Smallcase for FY 2020-21.
₹249.00 ₹498.00

AY - 2021-22

Profit and Loss statement - Smallcase - 2021-22.pdf
TheKredible's experts has summarized the Profit and Loss Statement of Smallcase for FY 2021-22.
₹249.00 ₹498.00
Balance Sheet - Smallcase - 2021-22.pdf
TheKredible's experts has summarized the Balance Sheet of Smallcase for FY 2021-22.
₹249.00 ₹498.00

AY - 2022-23

Profit and loss statement - Smallcase - 2022-23.pdf
TheKredible's experts has summarized the Profit and Loss Statement of Smallcase for FY 2022-23
₹249.00 ₹498.00
Balance sheet - Smallcase - 2022-23.pdf
TheKredible's experts has summarized the Balance Sheet of Smallcase for FY 2022-23
₹249.00 ₹498.00

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