smallcases on Kotak Securities

You invest in a smallcase by using funds in your Kotak Securities trading account. You can either start an SIP or do a lump-sum investment. All invested smallcase constituents will be added to your Demat account.

You can track your invested smallcase's performance, dividends and evaluate your portfolio under <a href="https://smallcase.kotaksecurities.com/investments/" rel="nofollow noopener noreferrer" target="_blank">"Investments"</a>. You can see details of every stock so you know where your money is at all times.

You have complete control on your investment. You can add, edit or remove any stock from your smallcase anytime. You can also see &amp; review rebalance updates, edit your SIP etc., from your <a href="https://smallcase.kotaksecurities.com/investments/" rel="nofollow noopener noreferrer" target="_blank">"Investments"</a>.

<b>💡 Good to know: </b>There are no lock-in periods in smallcases. Like stocks, you can sell them whenever you want. We only support stocks/ETFs listed on NSE.

<a href="http://kotaksec-help.smallcase.com/en/articles/4744701-why-should-i-invest-in-smallcases">How to invest in smallcases?</a>

<a href="http://kotaksec-help.smallcase.com/en/articles/4746811-how-do-i-track-the-performance-of-my-investments">How to track my smallcase investment?</a>

<a href="http://kotaksec-help.smallcase.com/en/articles/4746821-can-i-add-or-remove-stocks-from-my-smallcase">How to manage your smallcase?</a>

- <a href="http://kotaksec-help.smallcase.com/en/articles/4744701-why-should-i-invest-in-smallcases">How to invest in smallcases?</a>
- <a href="http://kotaksec-help.smallcase.com/en/articles/4746811-how-do-i-track-the-performance-of-my-investments">How to track my smallcase investment?</a>
- <a href="http://kotaksec-help.smallcase.com/en/articles/4746821-can-i-add-or-remove-stocks-from-my-smallcase">How to manage your smallcase?</a>

Portfolio investing made easy with smallcases

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