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We charge a flat fee of Rs 100 (or 2.5% of the investment amount whichever is lower) when you buy a smallcase, this is debited from your Zerodha ledger at the end of the day. You can also see how the individual stocks are performing You can start tracking your smallcase instantly on our platform and the smallcase P&L will change in real-time.
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These stocks are also visible in the Positions tab of Kite, will start showing up on Holdings the next day and will get credited to your Zerodha demat account in 2 days of buying the smallcase These are orders are placed through the Zerodha Kite systems, so you will also receive notifications for the orders/trades on Kite Since all stocks in all smallcases have been screened for liquidity, all orders should fill immediately (only case in which a order doesn’t execute is if the stock has hit the upper/lower circuit for the day, and no more orders are accepted from the exchange – has happened 0.01% of all orders till now) You can now see the stocks and the exact quantity you’ll buy. This quantity of shares to be bought is calculated based on the weighting scheme prescribed for that smallcase, so you get the right exposure to the underlying themeĪfter you’re done reviewing the stocks/quantities, you can click the Invest Now button to place market orders for these stocks Incase you use netbanking/IMPS transfer to add funds, once the funds reflect on your Kite dashboard, you can click the Refresh button to proceed If not, an error message is shown as belowĬlicking the Add Funds link should take you to the payment gateway page where you can transfer funds to your Zerodha account. Once you find a smallcase you want to buy, clicking the Buy smallcase button on the page should bring up a page whereġ) you confirm the amount you want to invest andĢ) see the stocks & their quantity you will buyĪt this step, smallcase checks funds available in your Zerodha account to see if you can buy the smallcase with the amount required. Now you’re inside smallcase, and can start exploring from our line-up of 45+ smallcases to find the ones you like best – Finding your smallcase Buying a smallcase This is for smallcase to recognize you as a valid Zerodha client and help you place orders on our platform, check if you have sufficient funds to buy a particular smallcase and see if your holdings match what we expect (if you have bought a smallcase)įYI – smallcase doesn’t get the permission to place orders automatically without your approval, use your funds or your holdings info for any other purpose If you already have a Zerodha account, you start from here – (if you don’t have one yet, sign up with your details on the same page, you’ll be contacted soon)Īfter logging in with your Kite credentials, you get an authorization request as below Let’s see how this integration works step by step Logging in With these APIs, we were able to build India’s first self-serve thematic portfolio investing platform, giving you a seamless experience That’s where the easy-to-integrate Kite Connect APIs from Zerodha came in handy! However, there’s a lot more that happens behind the scenes right from opening your broker/demat account to funds transfer to dividends/stock splits, etc. Sounds great, right? One of our smallcases, the most bought one after ‘demonetization’ We’ve made this task super simple helping you do all of these actions in at most 3 clicks. and managing them (investing more, exiting, rebalancing) takes another 120+ clicks.tracking them as a separate portfolio on spreadsheets/portfolio tracking apps.buying a portfolio of 20 stocks takes 100+ clicks on any broker interface,.Unfortunately, it’s quite the cumbersome & broken process – Portfolio investing is the best way for long-term equity investing, especially to take the right exposure to sectors (pharma, banking), themes (increasing internet penetration, rising rural demand) or even fundamental investing strategies (growth, value, momentum). Smallcase helps you buy, track & manage intelligently-weighted portfolios of stocks easily!