Bengaluru: Fisdom, India’s fastest-growing wealth tech platform and smallcase, a leading investment products platform have partnered to offer differentiated investment opportunities in the form of smallcases to Fisdom’s customers. Through this partnership, Fisdom will offer curated baskets of stocks and ETFs that are based on a theme, strategy, or goals. This will help investors build cost effective, long-term & diversified portfolios easily. It will also enable access for Fisdom clients to a wide range of strategies and objectives from multiple research & advisory firms and smallcase managers.
Vasanth Kamath, Founder and CEO, smallcase, said, “We are excited about working with Fisdom to offer smallcases to a new segment of investors across their banking partnerships & private wealth channels. This association supports our shared ambition of leveraging technology to deliver better financial outcomes for every Indian.”
Subramanya SV, Co Founder & CEO, Fisdom, said, “We are pleased to associate with smallcase to offer professionally managed model portfolios of stocks & ETFs as investment solutions to our customers across India. We believe this strategic partnership will help our customers invest in sophisticated and professionally managed products to build a long-term wealth portfolio.”
Fisdom is now aggressively working towards enhancing its broking platform – the Fisdom app is expanding the range of offerings for its customers. Fisdom caters to a diverse spectrum of the retail audience through its do-it-yourself model on its broking app and offers wealth management services to mass affluent/HNI clients by providing access to products such as PMS, AIF, Big tickets Bonds, equity and advisory services.
About smallcase: smallcase helps investors design better portfolios with simple, transparent & diversified products called smallcases. It also provides technology platforms – Publisher, Gateway, Tickertape – to India’s largest & fastest-growing brands in the capital markets & wealth management space to offer these investment products. Headquartered in Bengaluru, the company is backed by leading investors including Sequoia Capital, Blume Ventures, Faering Capital, Amazon, Premji Invest & HDFC Bank.