smallcase was founded in 2015 by IIT Kharagpur alumni Vasanth Kamath, Rohan Gupta, and Anugrah Shrivastava, with the conviction that India’s retail investors deserved a better way to participate in the equity markets than either direct stock picking or opaque mutual funds. The platform introduced the concept of model portfolios, curated baskets of stocks or ETFs built around themes, sectors, or investment strategies, and made them accessible through India’s existing brokerage infrastructure.
The insight was structurally important: rather than building a competing distribution channel, smallcase partnered with established brokerages and investment advisors, embedding its product into platforms investors already trusted. This approach proved far more scalable than building a standalone retail investment app. Today, smallcase is one of the most significant wealthtech infrastructure companies in India.
Elev8 invested in smallcase because it saw a rare category-defining platform at the intersection of India’s two most powerful structural trends: the formalisation of household savings into financial assets and the democratisation of sophisticated investment strategies for retail investors. With 100 million SIP accounts in India and a generation of first-time equity investors looking for guidance and structure, smallcase is the infrastructure layer through which India’s next era of wealth creation will be accessed.
smallcase was founded in 2015 by IIT Kharagpur alumni Vasanth Kamath, Rohan Gupta, and Anugrah Shrivastava, with the conviction that India’s retail investors deserved a better way to participate in the equity markets than either direct stock picking or opaque mutual funds. The platform introduced the concept of model portfolios, curated baskets of stocks or ETFs built around themes, sectors, or investment strategies, and made them accessible through India’s existing brokerage infrastructure.
The insight was structurally important: rather than building a competing distribution channel, smallcase partnered with established brokerages and investment advisors, embedding its product into platforms investors already trusted. This approach proved far more scalable than building a standalone retail investment app. Today, smallcase is one of the most significant wealthtech infrastructure companies in India.
Elev8 invested in smallcase because it saw a rare category-defining platform at the intersection of India’s two most powerful structural trends: the formalisation of household savings into financial assets and the democratisation of sophisticated investment strategies for retail investors. With 100 million SIP accounts in India and a generation of first-time equity investors looking for guidance and structure, smallcase is the infrastructure layer through which India’s next era of wealth creation will be accessed.
