With smallcases, you have full flexibility over your investments. You can manage your smallcase by adding/removing stocks or adjusting quantities, in a few taps.

From the Investments page, navigate to the smallcase you would like to make changes to and click on 'Manage' to under smallcase Constituents

 Adding stocks

  • To add a new stock, start by searching for stock by name or ticker an then adjusting the quantity in the Desired Qty column
  • To buy more shares of an existing stock, you can use the '+' icon to increase the quantity or enter the quantity in the Desired qty column
  • Click on Confirm Changes to proceed to reviewing changes and placing orders

Selling Stocks

  1. On the manage screen, reduce the quantity of a stock to 0 in order to sell it completely.
  2. If you wish to sell some shares of a stock only, reduce the qty to the no. of shares you would like to retain. The remaining shares would be sold once you confirm the order. 
  3. Once you are satisfied with the changes, click on Confirm Changes to proceed to reviewing and placing orders

Caution: Adding or removing stocks/shares to and from your smallcase means it will not match the original version, and hence the holdings, composition & returns of your smallcase will be different. Only proceed with managing your smallcase, if you know what you're doing. Not recommended for first-timers :)

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