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What is smallcase?

Smallcases serve as modern investment solutions built on straightforward and accessible concepts. These cutting-edge products are crafted by leading finance experts in India, underpinned by thorough research. They provide you with complete flexibility, enabling you to alter the constituents of your smallcase whenever desired or even create a brand new smallcase that aligns with your individual preferences. You have the opportunity to explore a variety of smallcases, each classified by different types, risk profiles, and investment methodologies, leveraging the core-satellite approach to optimize your portfolio. Each smallcase is carefully designed and managed by SEBI-registered research analysts and investment advisors, guaranteeing professional oversight. Managing and monitoring your investments is made simple with real-time index values that reflect corporate actions and dividends. To cultivate a disciplined approach to investing, think about initiating a systematic investment plan (SIP) for your smallcase, with options for weekly, monthly, or quarterly contributions. By taking on the role of your own fund manager, you can assemble a smallcase consisting of up to 50 stocks that embody your distinct investment philosophies and objectives. This not only empowers you to seize control of your financial journey but also allows you to benefit from the valuable insights provided by experienced professionals. Ultimately, smallcases blend innovation with personalization, making investment both accessible and tailored to your unique needs.

What is SigFig?

SigFig makes top-notch investment advice accessible and affordable for investors from various financial backgrounds. Utilizing an innovative combination of modern design, advanced data analytics, and technology, SigFig empowers users with crucial insights and assistance to achieve their personal financial goals. Our partnerships with prominent global financial institutions showcase our dedication to both innovation and quality. Furthermore, SigFig simplifies the experience for clients seeking investment advice while allowing advisors to provide it through sophisticated digital tools. We are leading the charge in revolutionizing banking with our all-encompassing digital investment advisory services, which are readily available across web platforms, mobile devices, and in-branch settings. Discover the benefits of creating a smart, tax-efficient, and diversified portfolio at a fraction of the cost compared to traditional advisors. It is important to consider whether high fees, misaligned allocations, and insufficient diversification could adversely affect your investment performance. Additionally, our intuitive platform includes features that enhance the ease of tracking and managing your investment portfolio efficiently, ensuring you stay on top of your financial journey. With SigFig, you're not just investing; you're investing wisely.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

0.25% per year
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

smallcase

Date Founded

2015

Company Location

India

Company Website

www.smallcase.com

Company Facts

Organization Name

SigFig

Date Founded

2007

Company Location

United States

Company Website

www.sigfig.com/site/#/home/am

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