New Stock & ETF smallcases

- Bharat Tech Infra Tracker
- India Energy Backbone Model
- India Gas Economy Model
- WTCS Aggressive Equity Model
- CWA Pharma Nextgen Theme
- India Consumption Momentum Stocks Theme
- SE Sector Rotation Theme
- India Oil & Gas Infra Quant

Wealth Office Enhancements: Your dashboard can now be customised by reordering the asset list to see what matters most.

New Mutual Fund smallcases:
- True Turtles Long Term Alpha Model
- True Turtles Retirement 2050 Target Date
- Roadmap to 25 Lacs Model
- Roadmap to 1 Crore Model
- CWA Smallcap Fund Picks Quant
- CWA Nifty Next 50 Fund Picks Quant
- CWA Thematic Fund Picks Theme
- CWA Mutliasset Fund Picks Asset Allocation

The major update introduced mutual fund rank cards and wealth office privacy controls. The post-release analysis window contains zero ratings, preventing a performance comparison against the 2.22 pre-update average. The net impact is neutral due to a total absence of post-update data volume.

Introducing Rank Cards for Mutual Funds: Mutual funds are now ranked against category peers, visible directly on each fund's page

Wealth Office Enhancements: Instantly show or hide your investment values with a single tap with Privacy Mode.

'Pending Actions' Enhancements: Improved notifications of upcoming subscription renewals, pending orders, and more on app stories

New Stock & ETF smallcases:
- AI & Data Center Model

New Mutual Fund smallcases:
- GoalFi Equity Alpha Allocation Model
- GoalFi Stable Income Asset Allocation Model
- GoalFi Balanced Growth Asset Allocation Model

- New lenders on Credit: Get a loan against your stock or mutual fund investments from South Indian Bank (SIB), DSP, or Bajaj Finance (subject to your investment holdings and lender approval)

- SIP, without limits: You can now set up an SIP up on any mutual fund available on the platform, including your invested Mutual Fund smallcases.

New Stock & ETF smallcases:
- CWA Emerging Titans Quant

- Price charts for individual Mutual Funds and Stocks, plus simplified performance charts across all your assets
- Smoother onboarding with a cleaner, faster setup flow

New Stock & ETF smallcases:
- True Turtles Theme of Themes Quant
- Divitiae Export Compounders Theme

What's new?

Introducing Wealth Office - a new home for your net worth, powered by AI.

Track all your investments (stocks, MFs, FDs, bank accounts), assets (real estate, gold), liabilities (loans, credit cards) - all from a single dashboard.

Ask questions and get AI-powered insights that help you understand your wealth better.

Questions or feedback? Write to us at care@smallcase.com

Introducing Mutual Fund smallcases! Discover expert-curated portfolios of select mutual funds to help diversify and spread risk.
Invest smarter with ready-made portfolios designed to match your goals.