More than 1 crore new demat accounts were opened last year

Are you catering to this new wave of investors? 

 ► Become a smallcase referrer, and distribute equity-based managed portfolios to your clients

 ► Earn attractive commissions for every portfolio that you distribute

More than 1 crore new demat accounts were opened last year

Are you catering to this new wave of investors? 

 ► Become a smallcase referrer, and distribute equity-based managed portfolios to your clients

 ► Earn attractive commissions for every portfolio that you distribute

What are smallcases?

💁🏽 smallcases are managed portfolios of stocks/ETFs that are based on a theme, strategy or objective

💁🏽 Your clients can login with their preferred demat account, and start investing in smallcases in just 3 clicks

200+

Ecosystem partners

100+

smallcase Managers

25 Lakh+

Investor base

11+ Brokers

Supported

How does the smallcase referral program work?

Get instant access to professionally managed portfolios based on relevant strategies, across different factors and volatility

Select a suitable smallcase and share it with your client, directly from your referrer dashboard

Your client can log into smallcase using their existing demat account, and invest in just 3 clicks

Once your client invests, you get real-time notification of the commission earned along with reporting on client activity and pending actions

SUPERCHARGE YOUR CLIENT'S PORTFOLIO

Why partner with smallcase?

1 cr+ new demat accounts were opened in FY21 — that's 2x the number of accounts opened in the previous year

The smallcases platform is trusted by more than 25 lakh investors across leading brokerage platforms

Offer equity-based innovative managed portfolios to your clients, with the advantage of zero exit loads and no lock-ins. Portfolios start at ₹10,000

Onboard clients with a 100% paperless process. Track your client’s investment progress and portfolio performance in real time

Questions?

We are happy to help you with any questions, doubts or concerns. Please reach out to us over email, call or WhatsApp.

We're available - 9 am to 8 pm, Monday to Saturday

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Ready to become a smallcase referrer?

smallcase is on a mission to change the way India invests. With rising interest in equity markets, it is important for  individual investors to take exposure responsibly and simple, relevant and transparent products are the right way to get started

Help your clients participate in the expanding smallcases ecosystem and build better portfolios with better building blocks

That's all folks!

Apply to become a smallcase Referrer

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