Orders placed on smallcase are fired through the Zerodha Kite systems, so you will also receive notifications for the orders/trades on Kite
These stocks are also visible in the Positions tab of Kite, will start showing up on Holdings the next day and will get credited to your Zerodha demat account in 2 days of buying the smallcase
You can start tracking your smallcase instantly on our platform and the smallcase P&L will change in real-time. You can also see how the individual stocks are performing
We charge a flat fee of Rs 100 + GST (18%) or 2.5% of the investment amount + GST (18%), whichever is lower. Also, we don’t charge for subsequent orders in the same smallcase (investing more, SIP, exiting, managing)
For All Weather Investing and Smart Beta smallcases, we charge no fees for Buy and Sell. We charge Rs.50+9 (GST) on every other transaction after purchase such as Invest more, rebalance, SIP, Manage.
When you buy a normal smallcase or transact in All Weather Investing and Smart Beta smallcases, the charges will be debited from your Zerodha ledger at the end of the day. You can see this on your backoffice at Q. This is over & above the brokerage charges & fees you incur.
Also, to filter smallcase stocks vs your stocks bought on Kite, you can separate them with the smallcase Filter on the Kite Holdings page here
After buying your smallcase, you can track and manage it anytime you like. Unlike mutual funds, smallcases are baskets of stocks, so there is no lock-in period and you can sell whenever you like (Psst.. as a concept however, smallcase is most effective when used for long term investing purposes)
smallcase doesn’t receive your order/trade activity on Kite/Pi/Zerodha platforms, and selling a smallcase stock through any of the Zerodha platforms will not reflect on smallcase. In this case, your smallcase holdings & P&L will be impacted. You have all options to manage your smallcase (invest more or exit smallcase in 2 clicks, add/remove stocks to your smallcase) on our platform, so do ensure you use the smallcase platform for all smallcase-related transactions.