Our Best Research. Your Next Portfolio.

Ready-to-invest mutual fund and ETF portfolios, thoughtfully crafted by PrimeInvestor and brought to you through smallcase.

Choose your portfolio

Asset-allocated for stability with growth, or pure high-conviction equity for maximum compounding. Three portfolios, all built for long-term wealth.

Research you can trust. Portfolios you can hold.

From selecting every fund to every rebalance, our decisions are guided by evidence - not commissions, market noise or speculation.
That's the PrimeInvestor difference.

Quant-Qual Fund Selection

Every fund must clear quantitative filters — return consistency, downsides, volatility & more — and a qualitative review of strategy & portfolio quality. No fund makes it on reputation alone.

Built as a portfolio

We don't simply pick the top-rated funds. We combine complementary styles and strategies so the portfolio is well-rounded & built to perform across market cycles & not just in a single phase.

Active Monitoring & Rebalancing

We continuously review every holding, and when a fund stops deserving a place in the portfolio, we act. Rebalances are driven dynamically by markets & portfolio needs and not tied to a calendar.

Decades of market experience

Our research process is built by a team combined experience of 60+ years. We've seen the bull runs, crashes, and everything between. Process, and not individual bias, drives decision-making.

Trusted by 50,000+ investors

We have over ₹11,000 crore in portfolios reviewed and guided. Investors across the wealth spectrum — whether first-time savers or those with large portfolios — rely on our research and recommendations every day.

Direct plans only

We are a SEBI-registered Research Analyst. Our smallcase portfolios use direct plans only — no commissions, no hidden charges. Just independent recommendations, for a flat annual fee.

Begin investing in four steps

Hassle-free investing, directly through smallcase

Choose your portfolio

Pick the strategy that matches your risk appetite and investment horizon — Prime Index Advantage for a passive asset-allocated portfolio, Prime Pure Equity for maximum returns, or Prime Core & Satellite for a differentiated ETF approach.

Connect your account

smallcase connects to MF Utilities for mutual fund investments in a smooth process. For ETFs, smallcase partners with most major brokers — Zerodha, HDFC Securities, Groww, and more - so you can use your existing demat account .

Invest your amount

Set your investment amount. smallcase buys the full portfolio in one click. No individual fund orders needed. You can run SIPs or lumpsums - or both!

Rebalance with us

When we update the portfolio, you'll get a notification. Review the rationale and rebalance with a single tap.

Frequently asked questions

Here's everything you need to know to get started, manage your account, and troubleshoot the most frequent issues.

What is a Smallcase, and how is it different from a mutual fund?

A smallcase is a basket or a collection of stocks, ETFs, or mutual funds built around a theme or strategy. In a smallcase, you hold the securities yourself, and the portfolio manager decides action needed for the portfolio. You're free to decide whether to implement the action or leave the portfolio as is. PrimeInvestor's smallcases hold mutual funds or ETFs, giving you research-backed diversification with full transparency. A mutual fund, on the other hand, is an investment vehicle that pools investor money and invests it in stocks, debt securities, or commodities. You hold units of the mutual fund and not the securities directly.

How do I manage my account?

smallcase is an independent app, through which you can invest in portfolios, rebalance them, track performance, and more. Stock and ETF smallcases are linked to your broker, through whom transactions are executed; these investments will reflect both in your smallcase and in your broker account. Mutual fund smallcases use MF Utilities to execute transactions, and you can track these through your smallcase account.

Can I invest a SIP / systematic amount?

Yes. smallcase supports scheduled investments where you can invest a fixed amount at regular intervals. Each instalment buys the basket in proportion to the portfolio weights, just like a lump-sum investment.

Which portfolio should I choose?

Prime Index Advantage — asset-allocated portfolio built using index funds only. It is suitable if you want a low-cost option and avoid risks that come with active mutual funds.

Prime Pure Equity — high-conviction equity for long-term compounding. This is for you if you have a high risk appetite and hold debt elsewhere through other investments.

Core & Satellite ETF — ETF-only portfolio that combines a core of broad-market indices and a satellite basket of different thematic or factor ETFs. This is for you if you want a more aggressive, differentiated portfolio to complement your stock or mutual fund investments.

Do I need to open a new account?

smallcase has partnered with multiple major brokerages for ETF and stock portfolios — Zerodha, HDFC Securities, Groww, Angel One, and 15+ others. You will need to link your broker to smallcase, and all investing and rebalancing happens through your this account. In the case of mutual funds, smallcase will open an account for you with MF Utilities to execute transactions. This is a simple process and can be completed entirely online in a few minutes.

Is my data safe on this platform?

smallcase is a SEBI-registered platform and your investments are held in your own demat account or MF Utilities account. PrimeInvestor never holds your money, nor do we have access to your brokerage credentials. We only provide the portfolios and smallcase provides the exeution.

How does rebalancing work?

When PrimeInvestor updates a portfolio, you receive a notification with a written rationale. You can review and approve the rebalance with one tap — smallcase executes all orders at once. Rebalancing is always your decision.

What are the fees involved?

We charge an annual subscription fee for each portfolio. We use only direct plans and earn zero distribution commission. For transactions, brokerage or transaction charges will apply.