Smallcase

Bengaluru, India Founded: 2015 • Age: 11 yrs Minicorn
Smart investment portfolios are offered via an online platform.

About Smallcase

Smallcase is a company based in Bengaluru (India) founded in 2015 by Anugrah Shrivastava, Vasanth Kamath, and Rohan Gupta. Smallcase has raised $121.05 million across 7 funding rounds from investors including Amazon, HDFC Bank and HDFC securities. The company has 231 employees. Smallcase offers products and services including smallcases, Stocks, and Credit Offerings. Smallcase operates in a competitive market with competitors including StoxBox, Investak, Tauro Wealth and Faircoin, among others.

Key Metrics
  • Annual Revenue
    ₹114 Cr

    FY 2025 · +52% YoY

  • Net Loss
    -₹32.90 Cr

    FY 2025 · -29% margin

  • EBITDA
    -₹27.13 Cr

    FY 2025 · -24% margin

  • Total Equity Funding
    $121.05M (USD)

    in 7 rounds

  • Latest Funding Round
    $50M (USD), Series D

    Mar 2025

  • Investors
    Amazon

    & 58 more

  • Employee Count
    231

Products & Services of Smallcase

Smallcase offers a comprehensive portfolio of products and services, including smallcases, Stocks, and Credit Offerings.

smallcases
Investment Product

Curated baskets of stocks for simplified investing

Stocks
Trading Service

Platform for buying and selling individual stocks

Credit Offerings
Financial Service

Tools for credit-based investment options

Apps and channels of Smallcase

Smallcase publishes 1 mobile app with over 5M+ downloads; its YouTube channel smallcase has 137K subscribers and 30 videos.

smallcase: Stock Investments
Google Play Finance Everyone Free 5M+ downloads
Developer: smallcase: Invest & SIP in Stock Baskets
View on Google Play
smallcase
YouTube 137K subscribers 30 videos Science & Technology
Open channel

Videos from Smallcase

The most watched videos on Smallcase's YouTube channel, smallcase (137K subscribers). Click a video to play it here.

@AlokJain on Spotting High-Conviction Stocks for Long-Term Portfolios | @InvestingWithUpsurge
23.4K views
Ask Managers Anything - ft. Arvind Kothari from Niveshaay | Part 1
6.5K views
What is CAGR? Understand Compound Annual Growth Rate with smallcase
6.4K views
How to Spot & Ride Multibagger stocks with @rakeshpujara1 | @InvestingWithUpsurge @smallcase
6.2K views

More on smallcase.

Funding Insights of Smallcase

Smallcase has successfully raised a total of $121.05M across 7 strategic funding rounds. The most recent funding activity was a Series D round of $50 million completed in March 2025. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding $121.05M
  • Total Rounds 7
  • Last Round Series D β€” $50M
  • First Round $450,000

    (Oct 2015)

  • Investors Count 59

All 7 funding rounds of Smallcase with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
Mar 2025$50MSeries D–Elev8
Aug 2021$40MSeries C$202.85MFaering Capital, Sequoia Capital
Sep 2020$14MSeries B$51.07MPeak XV Partners, DSP Mutual Fund
Feb 2019$8MSeries A–Peak XV Partners
Mar 2018$6.96MSeries A$β€’β€’β€’β€’β€’Sequoia Capital
Jul 2017$1.63MSeed$β€’β€’β€’β€’β€’Beenext
Oct 2015$450,000Seed$β€’β€’β€’β€’β€’Blume Ventures
Valuation history
DateValuationStage
Aug 2021$202.85Mβ€’β€’β€’β€’β€’β€’β€’β€’
Sep 2020$51.07Mβ€’β€’β€’β€’β€’β€’β€’β€’
Mar 2018$β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’
Jul 2017$β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’
Oct 2015$β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’
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Full valuation and stage history of Smallcase

Every valuation point, the growth-stage changes (minicorn, soonicorn, unicorn) and the dates behind them require an active premium plan.

  • All valuation points
  • Stage changes
  • Dates
  • Exports

Verified entity values are shown only after access is granted.

Last known valuation $202.85M (Aug 2021). 59 investors in total: 37 institutional and 22 angel.

Investors in Smallcase

Smallcase has secured backing from 59 investors, including institutional, venture fund, and angel investors. Prominent investors backing the company include Amazon, HDFC Bank and HDFC securities.

All
Venture Fund
Institutional
Angel
InvestorDescriptionFounded YearDomainLocation
Private equity firm managing investments in Indian sectors.
2009faeringcapital.comMumbai, India
Tech-enabled sectors are invested in by the venture capital fund.
–arkamvc.comBengaluru, India
Venture capital is provided to early-stage technology startups.
–elev8.vcSingapore, Singapore
Investments are made in growth-stage companies across multiple sectors.
–elev8vp.comBengaluru, India
Venture capital investments in early-stage Indian startups focusing on technology and innovation.
2017equanimityinvestments.comMumbai, India
Family wealth and investments are managed for Vikramaditya Mohan Thapar.
–vikramadityamohanthaparfamilytrust.tcc.modeKolkata, India
Seed and early-stage investments are made across sectors in India.
–blume.vcMumbai, India
Early-stage venture capital fund
–beenext.comSingapore, Singapore
Provision of seed capital and support to early-stage founders solving India-centric problems.
2017wehventures.comMumbai, India
Venture capital is provided by HDFC Ventures to emerging companies.
–HDFC Ventures.tcc.mode-
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Investor details for Smallcase

The complete investor list, round-by-round participation and investor portfolios require an active premium plan.

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  • Round participation
  • Investor portfolios
  • Co-investor network

Verified entity values are shown only after access is granted.

Board of directors of Case Platforms Private Limited (Smallcase)

Case Platforms Private Limited is the primary company behind Smallcase. The board of Case Platforms Private Limited currently have 6 directors; the longest-serving is Rohan Gupta, appointed in 2015. 2 earlier directors have ceased.

DirectorDesignationAppointedTenureEntity
Rohan Gupta
DIN 07214303
Director21 Jul 201511 yrs 2 moCase Platforms Private Limited
Vasanth Sanoor Kamath
DIN 07214307
Director21 Jul 201511 yrs 2 moCase Platforms Private Limited
Anugrah Shrivastava
DIN 07044041
Director21 Jul 201511 yrs 2 moCase Platforms Private Limited
Karthik Reddy Bezawada
DIN 02214476
Nominee Director25 Oct 20187 yrs 11 moCase Platforms Private Limited
Sameer Mohan Shroff
DIN 02848581
Nominee Director21 Sep 20215 yrsCase Platforms Private Limited
Navin Kotrappa Honagudi
DIN 02670167
Nominee Director30 Apr 20251 yr 5 moCase Platforms Private Limited

People of Smallcase

90 people are tracked at Smallcase (26 in leadership, 3 in board & advisors, 61 in team); the tracked headcount is 231.

NameRoleGroup
Co-FounderLeadership
Co-Founder & CEOLeadership
Co-Founder & CTOLeadership
Ujjwal Ankur
CEO, TickertapeLeadership
Akash Mehta
Vice President - Founders' Office / ProductLeadership
Rahul Sharma
Senior Director - ProductLeadership
Gaurav Gupta
Senior Director Of EngineeringLeadership
Jatin Peepliwal
Human Resources DirectorLeadership
Dawood Zafar
Vice President, Business & Marketing.Leadership
Pratik Lohiya
Senior Director FinanceLeadership
Sourav Kundu
Marketing DirectorLeadership
Jatin Bhatia
Senior Vice PresidentLeadership
Rahul S.
Director - CXLeadership
Pavana Kr
DirectorLeadership
Aniket Thakkar
Vice President, Business & MarketingLeadership
Pranab Ranjan Mishra
Director - Business & StrategyLeadership
Prabhu Tewari
General Manager - Growth MarketingLeadership
Vartika Rohra
Director - Digital MarketingLeadership
Samitinjay Patil
General Manager - BusinessLeadership
Nivedita Saikia
DirectorLeadership

70 more people are available in the full profile.

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Complete people profiles for Smallcase

Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.

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Verified entity values are shown only after access is granted.

Financials of Smallcase

Figures of Case Platforms Private Limited, the primary company behind Smallcase, for FY 2025. Revenue was ₹114 Cr (+52% year on year). Net loss was -₹32.90 Cr (-29% margin). EBITDA was -₹27.13 Cr (-24% margin). Revenue has grown at a compounded annual rate of +44% over three years and +90% over five years.

  • ₹114 CrRevenue · FY 2025 · +52% YoY
  • -₹32.90 CrNet loss · -29% margin
  • -₹27.13 CrEBITDA · -24% margin
  • ₹39.6 LakhPaid-up capital
  • 231Employees (provident fund records)
  • +44%Revenue CAGR, 3 years
  • +90%Revenue CAGR, 5 years

Balance sheet, profit and loss, cash flow and ratios of Case Platforms Private Limited are on its company page.

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Detailed financial statements for Smallcase

Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.

  • Statement rows
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  • Five-year trends
  • Downloads

Verified entity values are shown only after access is granted.

Timeline of Smallcase

4 dated milestones of Smallcase across 10 years, from founding to its latest funding, stage changes and deals.

  1. Founded Smallcase is founded.
  2. Funding First funding round of $450K.
  3. Milestone Reaches Minicorn status.
  4. Funding Latest funding round, Series D, of $50.0M.

Competitors of Smallcase

Smallcase operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as StoxBox, Investak, Tauro Wealth and Faircoin, among others.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
stoxbox.in2019Mumbai, India––
Provides stock trading calls, mutual funds, IPOs, and research services.
investak.in2016Kolkata, India–8
Thematic investment platform
taurowealth.com2015Bengaluru, India$83,939–
Operates an online platform offering investment ideas focused on thematic investing.
thefaircoin.com2015Bengaluru, India––
Offers a thematic investment platform for targeted financial opportunities.
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Detailed competitors of Smallcase

The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.

  • Full competitor set
  • Operating metrics
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Verified entity values are shown only after access is granted.

Web traffic of Smallcase

The website of Smallcase (smallcase.com) receives about 1M visits a month and ranks #48,638 among all websites worldwide, #3,079 in Investing.

  • Monthly visits
    1M

    ▲ 10.2% vs previous month

  • Unique visitors
    431.3K

    per month

  • Global rank
    #48,638

    among all websites

  • Category rank
    #3,079

    Finance · Investing

Similar websites

Websites whose visitors overlap most with Smallcase. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
tickertape.in
100%
3.3M#17,336View details
indmoney.com
94%
2.8M#22,542View details
equitymaster.com
89%
1.2M#42,056View details
screener.in
screener.in
89%
–#1,968–
etmoney.com
88%
1.4M#39,002View details
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
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All 40 similar websites and full traffic analytics for Smallcase

The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.

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Verified entity values are shown only after access is granted.

Latest news on Smallcase

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Complete news archive for Smallcase

Full article history, source details, and older brand coverage require an active premium plan.

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  • Source and publication date
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  • Brand-specific news history

Verified entity values are shown only after access is granted.

Similar companies to Smallcase

10 companies that operate in the same segment as Smallcase (Investment & Financial Technology), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Commission-free trading and investment services are provided by Robinhood.
2013Menlo Park, California, United StatesUSD 5.73 BUSD 2.98 B2,300
Online exchange platform for cryptocurrency
2017Ta Xbiex, MaltaUSD 2.02 B––
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs
2007Tel Aviv, IsraelUSD 422.94 MUSD 925.73 M–
Financial data and investment advisory tools are offered online.
1984Chicago, Illinois, United StatesUSD 91 MUSD 351.25 K6
App-based brokerage stock trading platform
1996Mumbai, Maharashtra, IndiaUSD 38.41 MUSD 548.9 M3,830
App-based platform for spare change investment
2012Irvine, California, United StatesUSD 587.84 M––
App-based automated investment and retirement planning platform
2010New York, New York, United StatesUSD 335 M––
Money Forward is engaged in providing financial technology solutions.
2012Minato, Tokyo, JapanUSD 42.9 MUSD 322.51 M2,600
Wealth management solutions are delivered for investment advisors.
2009Mountain View, California, United StatesUSD 759.1 M––
Online data source platform for information, analytics, and solutions for governments and financial markets
1959London, England, United KingdomUSD 1.41 B––
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Frequently Asked Questions about Smallcase

Smallcase was founded in 2015.

Smallcase is headquartered in Bengaluru, India. It is registered at Bengaluru, Karnataka, India.

Vasanth Kamath is the current CEO of Smallcase. They have also founded this company.

Smallcase is a funded company, having raised a total of $121.05M across 7 funding rounds to date. The company's 1st funding round was a Seed of $450K, raised on Oct 2015.

Smallcase has 231 employees.

The primary company behind Smallcase, Case Platforms Private Limited, reported revenue of β‚Ή114 Cr for FY 2025, up 52% year on year.

Smallcase was founded in 2015 in Bengaluru, India, as an online platform in the investment sector. Diversified portfolios are enabled for users through investments in baskets of stocks or exchange-traded funds, which are managed by experienced experts. Emphasis is placed on securities investments, with users advised to review related documents. Resources such as disclosures, terms, conditions, and privacy policies are provided to support operations.

Smallcase's top competitors include Investak, Tauro Wealth and StoxBox.

Smallcase offers smallcases, Stocks, and Credit Offerings.

Smallcase has 59 investors. Key investors include Amazon, HDFC Bank, HDFC securities, KB Financial Group, and DSP Group.

The valuation of Smallcase is $202.85M as of Aug 2021.

Smallcase operates through Case Platforms Private Limited.

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