You can use an existing smallcase to start with or customize the stocks (add or remove stocks) and change weights before purchasing it. When you do this, you will not receive any rebalance updates made to the original version of the smallcase – so only customize a smallcase if you know what you’re doing

You can customize a smallcase from the Stocks & Weights tab of that smallcase page

And then follow the same steps as in creating a smallcase, while keeping the original smallcase as a base.  While customizing a smallcase, you can add a new stock or can increase or reduce the Qty of the shares or you will have the option to adjust the weightage so that the Qty will be adjusted accordingly.

As you add stocks, you can view the list of relevant stocks in the 'Similar Stocks' tab on the right

The fees for buying a customized/created smallcase is the same at Rs. 100 + GST (18%) for each smallcase. No additional charges from our end when you invest more, add/remove stocks or exit your smallcase

 Note

  • You can only add NSE stocks/ETFs to create/customize your smallcase
  • Your smallcase will be private and will be visible only to you
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