smallcases are portfolios of stocks/ETFs that are created & managed by India’s top SEBI-registered advisors and research professionals. All investments are based on a market opportunity derived from an objective, theme, or strategy such as ‘Smart Beta’, ‘Thematic and Sectoral’, ‘All Weather Investing’, and ETF-based smallcases alongside others. These smallcases can be further categorized based on their risk exposure and the minimum investment amount.
Angel Broking customers can get an in-depth overview, the respective methodologies, factsheets, and relevant charts (with comparisons) to make an informed decision with smallcases. Following the integration, they can also fulfill end-to-end transactions in-app via their existing account Angel Broking trading and demat account. The product is being rolled out in phases and will be available to all customers very soon.
Another added advantage is that Angel Broking customers will not be charged any additional fees for using smallcases.
Speaking on the integration, Mr. Prabhakar Tiwari, Chief Growth Officer, Angel Broking Ltd. said, “Angel Broking has simplified the investor journey by developing an array of tech-driven processes, tools, and platforms. Leveraging this approach, we envision empowering every Indian with superior wealth creation avenues while actively driving Indian retail participation. However, this vision requires targeted steps that address some of the main barriers to entry for people.”
Mr. Vinay Agrawal, CEO, Angel Broking Ltd. said, “The need of the hour is to maximize investor returns with as much use of technology as possible. The ‘smallcases’ integration is one of the many ways in which Angel Broking ensures the same for its customers. Angel Broking customers can now easily navigate through baskets of stocks/ETFs that outperform respective benchmark indices. They can also tap more alternatives according to their unique investment strategy and risk appetite.”
Mr. Vasanth Kamath, Founder & CEO, smallcase Technologies Pvt. Ltd. stated, “smallcase works with capital market participants including India’s most respected financial institutions to help millions of Indians invest better into simple, transparent & diversified products. Angel Broking has built a distinct brand in the retail broking space with its offerings across platforms, tools & products which has resulted in their swift growth and penetration. We are delighted to work closely with Angel Broking as an important strategic partner to the smallcases ecosystem and enable their clients to take a long-term portfolio-based approach towards equity investing.”
Some of the advantages of smallcases for customers include tracking performances, rebalancing, SIP-based investments, portfolio health analysis, and partial exits. Customers can also create their own smallcases comprising up to 50 stocks in a seamless manner.
The smallcase integration makes stocks and ETF investments for Angel Broking customers simpler by extending a large pool of options in addition to our ARQ Prime recommendations. ARQ Prime is a smart-beta-based investment engine that analyzes more than 1 billion data points before extending stock recommendations.
Angel Broking Limited (ABL) is one of the largest retail broking houses in India in terms of active clients on NSE. ABL is a technology-led financial services company providing broking and advisory services, margin funding, loans against shares and financial products distribution to its clients under the brand “Angel Broking”. Broking and allied services are offered through (i) online and digital platforms, and (ii) network of over 14,000 Authorized Persons.
ABL had more than 10.3 mn downloads of Angel Broking mobile application and Angel BEE mobile application, which enable clients to avail services digitally. Our customer outreach spans across approximately 97.9% or 18,854 pin codes in India. ABL manages ~₹ 236,960mn in client assets (as of December 2020) and over 4.12 mn operational broking accounts.
