smallcase Technologies has launched mutual fund model portfolios, expanding its portfolio-based investing approach beyond stocks and exchange-traded funds as it looks to simplify mutual fund investing for retail investors.The Bengaluru-based wealth-tech platform said the new offering allows investors to access professionally managed portfolios of direct mutual funds built around specific investment objectives such as growth, cash management and multi-asset allocation.The launch marks smallcase's entry into model-based mutual fund investing, a segment that seeks to address the growing complexity of selecting and managing mutual fund portfolios amid an expanding universe of investment products.Under the new offering, portfolios are constructed using direct mutual funds across asset management companies and categories including equity, debt and hybrid funds. The portfolios are designed to cater to varying risk appetites, investment horizons and financial goals.The company said each portfolio will be periodically reviewed and updated to ensure alignment with the underlying investment strategy."Over the years, we've seen investors move from selecting individual products to seeking more structured portfolio approaches. Mutual Fund smallcases are a natural extension of this shift," said Vasanth Kamath."Mutual funds have long been a trusted investment choice for Indians. Mutual fund smallcases help investors move from choosing individual funds to managed investment strategies," he added.The company said the offering aims to solve a common challenge faced by investors: selecting suitable funds and constructing a balanced portfolio from thousands of available schemes.By grouping multiple mutual funds into a single portfolio structure, the platform seeks to simplify portfolio creation, monitoring and rebalancing while retaining transparency and flexibility for investors.At launch, more than 30 mutual fund portfolios are available on the platform across categories such as fund picks, multi-asset strategies and cash-parking solutions.Investors can invest through both lump-sum and systematic investment plan (SIP) modes using smallcase's execution-only platform infrastructure.The company said the new product has been integrated into its existing investment ecosystem, allowing investors to track performance and receive portfolio updates through the same interface.Founded in 2016, smallcase operates one of India's largest model portfolio platforms and provides curated portfolios of stocks, ETFs and now mutual funds to retail investors. According to the company, its platform currently serves more than 15 million investors and its technology solutions are used by over 250 financial institutions and intermediaries across the wealth management industry.(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of Economic Times)
smallcase launches mutual fund model portfolios, expands beyond stocks and ETFs
smallcase has launched mutual fund model portfolios, expanding beyond stocks and ETFs. The new offering provides professionally managed portfolios of direct mutual funds across asset classes, helping investors simplify fund selection, portfolio construction and monitoring while aligning investments with specific financial goals.
smallcase launches 30+ mutual fund portfolios simplifying selection from India's thousands of schemes. Marks fintech's expansion from equities/ETFs to full-spectrum wealth, diversifying revenue streams and increasing platform stickiness.









