smallcase - About the company
smallcase is a series D company based in Bengaluru (India), founded in 2015 by Anugrah Shrivastava, Vasanth Kamath and Rohan Gupta. It operates as an Online platform offering smart investment portfolios. smallcase has raised $100M in funding from investors like Peak XV Partners, Faering Capital and Beenext, with a current valuation of $*****. The company has 3 active competitors, including 1 that is funded. Its top competitors include companies like MakeMyFund, Investak and Costafx Technologies.
Company Details
Online platform offering smart investment portfolios. It enables users to build diversified investment portfolios by investing in baskets of stocks or exchange-traded funds managed by experienced investment experts. It focuses on investment in securities, advising users to read documents. It offers resources, including disclosures, terms, conditions, and privacy policies. It allows investors to build and track diversified portfolios across stocks, ETFs, mutual funds, fixed deposits, and more.
- Website
- www.smallcase.com/
- Social
- Email ID
- *****@smallcase.com
- Registered Address
- No 51, 3rd Floor, Le Parc Richmonde Richmond Road, Shantala Nagar, Bangalore, Bangalore, Karnataka, India, 560025
Key Metrics
Legal entities associated with smallcase
smallcase is associated with 1 legal entity given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Documents |
|---|---|---|---|---|
CASE PLATFORMS PRIVATE LIMITED CIN: U62099KA2015PTC081722 , India, Active | Jul 21, 2015 | $13.5M (As on Mar 31, 2025) | 275 (As on Aug 31, 2025) |
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smallcase's funding and investors
smallcase has raised a total funding of $100M over 7 rounds. Its first funding round was on Oct 2015. Its latest funding round was a Series D round on Mar 27, 2025 for $*****. 20 investors participated in its latest round. smallcase has 37 institutional investors and 22 angel investors.
Here is the list of recent funding rounds of smallcase:
Filter this list
Filter this listDate of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Mar 27, 2025 | 7772429 | Series D | 2575527 | 6070072 | 9654686 | 1663855 |
Aug 18, 2021 | 9121981 | Series C | 1196529 | 8558152 | 9841332 | |
Sep 16, 2020 | 7962152 | Series B | 1672610 | 7896296 |
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smallcase's founders and board of directors
Founder? Claim ProfileThe founders of smallcase are Anugrah Shrivastava, Vasanth Kamath and Rohan Gupta. Vasanth Kamath is the CEO of smallcase.
Here are the details of smallcase's key team members:
- Anugrah Shrivastava: Co-Founder of smallcase and founder of 1 other company. They are also an angel investor in 1 startup and serve on the boards of 3 companies.Contact Info: 2 email addresses and 1 phone number
- Vasanth Kamath: Co-Founder & CEO of smallcase and founder of 2 other companies, Tickertape and Smallcase. They are also an angel investor in 1 startup and serve on the board of 1 company.Contact Info: 2 email addresses and 1 phone number
- Rohan Gupta: Co-Founder of smallcase and founder of 2 other companies, Tickertape and Smallcase. They serve on the boards of 2 companies.Contact Info: 3 email addresses and 1 phone number
smallcase's Board of Directors
smallcase's board has 4 active members. Karthik Reddy, Anugrah Shrivastava, Vasanth Kamath and Rohan Gupta are part of team.Here is the list of smallcase's board of directors:
Name | Type | Representing | Status | Duration |
|---|---|---|---|---|
Team | - | Current | 10y 7m | |
Team | - | Current | 10y 7m | |
Team | - | Current | 10y 7m | |
Investor | Blume Venture | Current | 7y 4m | |
Investor | - | Current | 4y 5m |
View details of smallcase's Founder profiles and Board Members
smallcase's employee count trend
smallcase has 253 employees as of Jun 25. The total employee count is 14.0% more than what it was in Jun 24. Here is smallcase's employee count trend over the years:
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smallcase's Competitors and alternates
Top competitors of smallcase include MakeMyFund, Investak and Costafx Technologies. Here is the list of Top 10 competitors of smallcase, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Online platform offering smart investment portfolios | $100M | 81/100 | ||
2nd |  MakeMyFund 2021, Mumbai (India), Unfunded | Mutual fund creator and investment platform for individuals | - | - | 47/100 |
3rd | Thematic investment platform | - | - | 33/100 | |
4th |  Costafx Technologies 2022, Mumbai (India), Deadpooled | Online platform to invest your money in high frequency trading instruments | - | - | 32/100 |
5th | Online investment platform | - | - | 32/100 | |
6th | Tauro Wealth 2015, Bengaluru (India), Deadpooled | Online platform providing investment ideas on thematic investing | $83.9K | 22/100 | |
7th | Thematic investment platform | - | - | 21/100 | |
8th | Kollectify 2015, Mumbai (India), Deadpooled | Provider of marketing programs, consultancy, strategy, and execution for Shopify apps | - | - | 16/100 |
9th |  InvestoAsia 2019, Bhopal (India), Deadpooled | Blockchain-based thematic investment platform | - | 15/100 |
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smallcase's Latest cap tables and shareholding
Founders own 16.84%, Funds (largest shareholder) own 66.09%, Enterprises own 8.33% and Angels own 1.85%. The net worth of smallcase's founders is INR 424Cr as of Apr 30, 2025.
Shareholders Name | Post Round Holding % | Net worth | Cumulative Investment | Realised Returns | Unrealised Returns | Return Multiple |
|---|---|---|---|---|---|---|
Founder | 16.84% | 424Cr | 6573145 | 2288081 | 7882188 | 6629047 |
15199 | 85039 | 36358 | 54936 | 83536 | 99560 | |
69644 | 95238 | 68323 | 30593 | 93119 | 33313 | |
85248 | 81940 | 53367 | 45194 | 87846 | 16909 | |
Fund | 66.09% | 1,660Cr | 3655597 | 1992136 | 7062668 | 5528789 |
323 | 373 | 643 | 404 | 631 | 905 | |
482 | 141 | 570 | 628 | 210 | 800 | |
2 | 5 | 6 | 6 | 6 | 7 | |
19844 | 34553 | 18459 | 23521 | 41874 | 25130 | |
83507 | 90879 | 88173 | 34888 | 85360 | 42453 | |
386 | 816 | 121 | 526 | 958 | 775 | |
7 | 4 | 5 | 3 | 5 | 1 | |
Enterprise | 8.33% | 210Cr | 2638682 | 7878255 | 4840772 | 3135110 |
Angel | 1.85% | 46.5Cr | 6 | 5 | 1 | 4 |
Other People | 0.06% | 1.42Cr | 0 | 0 | 0 | 0 |
ESOP Pool | 6.83% | 172Cr | 181519 | 430344 | 860806 | 348448 |
Total | 100.00% | 2,520Cr | 4463152 | 2734463 | 3983735 | 8025364 |
To unlock detailed Cap Table of smallcase Sign up today!Notes: The column Net Worth represents the net worth of investments made by that entity, as per the latest cap table.
DisclaimerView more details of smallcase's Shareholding
smallcase's Investments and acquisitions
smallcase has a total of 1 investment in Tickertape. smallcase has not made any acquisitions as of now.Reports related to smallcase
Here is the latest report on smallcase's sector:
News related to smallcase
Filter this listMedia has covered smallcase for a total of 6 events in the last 1 year, 2 of them have been about company updates and 2 about partnerships.
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South Indian Bank & smallcase Launch Digital Loan Against Mutual Funds OfferingExpress Computer•Mar 05, 2026•smallcase, South Indian Bank
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CERA Sanitaryware Ltd. Launches Company-Owned Display Centre in KochiMedia Bulletins•Mar 05, 2026•smallcase, South Indian Bank,
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Wealthtech platform Dezerv raises Rs 350 crore funding led by Premji Invest, AccelMoneycontrol•Oct 13, 2025•Premji Invest, Z47, Dezerv, Elevation Capital and 3 others
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Smallcase investment managers pick nine sectors poised to drive India’s festive market growthNew Indian Express•Sep 29, 2025•smallcase
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FinTech Funding falls 35% to USD 366 Mn in Q1 CY25; late-stage deals, acquisitions gain paceIndiatimes•Apr 08, 2025•Cashfree Payments, InsuranceDekho, Zolve, Zeta and 10 others
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smallcase Bags $50 Mn To Expand Its Investment Product OfferingsInc42•Mar 28, 2025•smallcase, Elev8, State Street Global Advisors, Niveshaay and 4 others
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