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About

Lowest lock-ins, simple withdrawals, potentially better returns. ELSS is the new hero to save the day! Minimise your long term tax impact by realising up to ₹1 Lakh of Long Term Capital Gain (LTCG) every year with no tax. Switching away from commission laden regular mutual funds used to be cumbersome. We have changed that! Just Sign up with one account, and manage investments for your relatives and family members. Consolidate and track your entire Mutual Fund portfolio with highest level of privacy protection. Add your financial advisor as a Manager to your Kuvera account and let them guide your investments. A new car, owning your own home, sending your kids to study abroad, you have many reasons to invest. A cheaper, faster & easier way to transfer your money and invest through Kuvera. We are data driven ex-money managers & technologists. We know how to make financial management easy.

About

smallcases are modern investing products based on simple ideas you can understand. smallcases are created by India’s leading finance experts & backed by solid research. smallcases are fully customizable. Edit your smallcase constituents any time or create your own smallcase. Find your smallcases based on different types, volatility levels & strategies and invest using the core-satellite approach. smallcases are created & managed by leading professionals who are SEBI-licensed research analysts and investment advisors. Track & manage seamlessly with a real time index value, inclusive of corp. actions & dividends. Invest in a disciplined manner by starting a SIP on your smallcase for every week, month or quarter. Be your own fund manager & invest in your ideas by creating a smallcase of up to 50 stocks.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Investors, organizations and anyone in need of a wealth management solution to manage their personal finances

Audience

Anyone in need of a stock investing platform

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Kuvera
Founded: 2016
India
kuvera.in/

Company Information

smallcase
Founded: 2015
India
www.smallcase.com

Alternatives

Alternatives

FutureAdvisor

FutureAdvisor

BlackRock

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Kuvera and update features and information
Claim Kuvera and update features and information
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Claim smallcase and update features and information