Aniket Thakkar

VP Marketing @ smallcase | ex- ACKO, Coverfox

[Anugrah Shrivastava @anugrah_shrivas]

With SEBI’s ambitious PaRRVA (Past Risk & Return Verification Agency) framework going live today, the “Wild West” of unverified investment claims is officially over.

Under this framework, registered entities like - Research Analysts, Investment Advisors, and Algo Providers, must register with PaRRVA (Care Ratings Ltd serving as the SEBI recognized verification agency) to have the performance of their recommendations verified.

Since the framework applies prospectively, SEBI has also mandated that these entities have their historical returns certified by a member of ICAI/ICMAI. This ensures that even performance data predating PaRRVA is also independently validated.

In line with these guidelines, the historical live performance of every portfolio available on the smallcase app and website is now certified by an independent CA. These certificates are available directly within the portfolio factsheets.

PaRRVA validated returns are also coming soon to all the portfolios on the platform.

Performance is why investors stay with a strategy, but trust is why they start. At @smallcaseHQ , we don’t just show you the numbers; we show you the proof. Next time you evaluate a strategy, remember: If it isn’t verified, it’s just a claim.

[Vasanth Kamath @vasanthkamath]

🆕 on the @smallcaseHQ app

Wealth Office - a personal financial control center to manage & grow everything you own & owe ✨

Add all your assets & liabilities in minutes to get a single view of your entire wealth. A mobile-first experience enhanced with AI to first track and then optimize your net worth

Key features/differentiators:
· Timeline view - View a timeline of how your net worth has grown (vs just today’s number). Along with forecasts that have been intelligently built asset-by-asset, get a detailed picture of how each part of your wealth is evolving
· AI with your context - Use AI to better understand your allocations and why something has changed. Not just to summarize, but also to help you plan your investments, goals & taxes
· Your data is yours - Wealth Office is built using secured rails & consent-driven frameworks and fully encrypted with financial-grade security standards. No SMS & email reading or permissions required
· Fully portable - Add assets like physical gold, real estate & more manually with photos & documents upload. Get a tabular view of your monthly net worth and export it offline to share it with your CA

Try it out on the smallcase Android & iOS apps today. Links below

[Anugrah Shrivastava @anugrah_shrivas]

Historically, "Family Offices" were a luxury reserved for the Ultra-HNI segment—a dedicated team to track, manage, and optimize every single rupee. We believe every investor deserves that level of control.

That is why we are introducing Wealth Office on @smallcaseHQ — your personal financial command center to manage everything you own and everything you owe.

Here is how Wealth Office will help you better track, optimize, and grow your wealth:

Privacy by Design: We use only secured, consent-driven rails with 100% encryption. Unlike other apps, no SMS scraping or email reading is required. Your data stays yours.

Focus on Liabilities, not just Assets: In addition to the automatic fetching of common assets like Mutual Funds, Stocks, and EPF, you can add any asset or liability you want to track. You can also monitor and optimize your credit score. We empower you to track your liabilities with the same rigour as your assets to ensure your financial health stays robust.

Centralized Wealth Documentation: Stop hunting through fragmented folders and threads. Upload documents like sale deeds, insurance policies, or gold receipts directly to the relevant asset. For a deep dive into the specifics, explore all your data in a clean, tabular format. With a single click, export your entire data set to share with your CA for seamless tax filing.

Contextual AI: Wealth Office comes with an in-built AI assistant that understands your specific financial context. It doesn't just summarize data—it helps you understand why your allocations shifted.

Bottom-Up Forecasting: We use a granular approach to project your future wealth by predicting how each individual asset and liability will grow, rather than relying on broad assumptions about your total net worth.

Timeline View: Most platforms only show you where you are today. Wealth Office provides a comprehensive history, allowing you to access snapshots of what each asset or liability was worth at any specific point in the past.

Check it out on the smallcase app and let us know what more should we add!

[Vasanth Kamath @vasanthkamath]

Introducing International Investing for Indians on @TickertapeIN 🌎

· 7000+ US stocks & global ETFs across unique themes (AI, space, deeptech), commodities (uranium, copper) & geographies (South Korea, Mexico & other country ETFs)
· Fractional ownership to start investing with $1
· Fully digital flow with instant US broker account opening & seamless LRS transfers
· Powered by GIFT City, India’s global investing gateway & IFSCA’s new framework

At @smallcaseHQ, we strongly believe that diversification is key to every portfolio, and global exposure is a component that’s missing from 2/3rds of our investor base. With this launch, we are one step closer to helping every investor design their long-term winning portfolio

This is live now on Tickertape web (https://t.co/MqrDMUHNRY) & our Android/iOS apps. More features coming very soon, let us know what you would like to see next

[Aniket Thakkar @GoForAniket]

@UnwrapImpulse @smallcaseHQ Hey Rohan, extremely sorry about this. This was a human error by the team. We will take better care going forward. Wish you a very happy Diwali!

[Anugrah Shrivastava @anugrah_shrivas]

I’m thrilled to share that our Execution Only Platform (EOP) for direct mutual fund transactions is now live on @smallcaseHQ ! This is a significant milestone in our mission to build a transparent, powerful, and investor-first ecosystem.

For years, at smallcase we've focused on transforming how Indians invest in equities with smallcases/model portfolios. Today, we bring that same technology-led, investor-centric DNA to mutual funds.What’s new?

One Consolidated View: you can now import all your existing mutual fund holdings into the smallcase app. Get a complete, unified view of your entire portfolio—stocks, smallcases, and mutual funds—all in one place for seamless transactions, tracking and management.

Direct MF Execution: we have built dedicated integrations with RTAs (CAMS, KFIN, MFU) and 35+ AMCs. This setup ensures you only invest in direct schemes of the mutual funds. Direct schemes carry lower expense ratios as they don't pay any commissions to distributors. This cost saving directly translates into more of your money staying invested, leading to higher returns for you over time.

Flexibility with SOA: we believe in a truly open ecosystem. Thus, unlike the demat format where you get practically locked-in with the service provider, all your MF transactions on the smallcase platform will be executed in the SOA format.

Mutual Fund Model Portfolios: Soon, we'll also be launching research-driven mutual fund model portfolios on the smallcase app, applying the same disciplined, portfolio-based approach that has defined our equity product offering.

This launch reinforces our commitment to building transparent infrastructure that empowers investors and is a foundational piece in our goal to create a single, integrated investing platform for retail investors.

[Aniket Thakkar @GoForAniket]

@psychidiaries @sagarcasm @VishalDayama @thetanmay It is by Tanmay, Devaiah and Team

[Vasanth Kamath @vasanthkamath]

Today, @smallcaseHQ announced a $50M Series D from new investors Elev8 VP, State Street GA & Niveshaay Funds along with participation from existing investors Faering Capital & Arkam Ventures. Grateful to all of them & our shareholders for their partnership and continued conviction in what we're building

This wouldn't have been possible without the support of the brilliant teams at smallcase and the trust of our customers & partners. Incredibly thankful to all  for being a part of our journey, we're deeply humbled by the growth & impact we have been able to create! We have a lot of exciting updates in the coming months.. 🔹

Read more: https://t.co/2o0ZR6PkXe

[Aniket Thakkar @GoForAniket]

@amitbehalll Other brands "You got cashback of Rs. 2".
Le CRED: "Ah, behold! The universe has conspired in your favor, bestowing upon you a princely sum of ₹2 in cashback. The smallest treasures can spark the grandest of joys.
🌟💸"

[Aniket Thakkar @GoForAniket]

@MohitJa30046159 @zomato @deepigoyal @abplive @ABPNews @aajtak @ndtv @ZeeNews @DelhiPolice @gurgaonpolice At least you are getting your money back. For me, they showed photo of a closed brown bag claiming the delivery executive had delivered the order when items were missing inside. Basically called me a liar.

[Anugrah Shrivastava @anugrah_shrivas]

We have launched a powerful & detailed Mutual Fund portfolio analysis tool on @TickertapeIN. Sharing some of the key features:

1. Diversification Score: 🌐
Learn and understand how diversified your MF portfolio is. You can also discover and see top mutual funds held by the other tickertape users

[Niveshaay @niveshaay]

Five years, five smallcases and endless gratitude! ✨

What started with humble beginnings has now grown into a diverse range of 5 unique smallcases and a strong 'Niveshaay Smallcase Community'.

Your unwavering trust and support have been our greatest asset and continue to inspire us.

Here’s to five incredible years, and many more to come! 🥳🎈

@arvind_kothari @KabraGunjan @csvikramsharma @smallcaseHQ

[Aniket Thakkar @GoForAniket]

@NGKabra Happy to help in anyway I can.

[Aniket Thakkar @GoForAniket]

@dinunarayanan Just read the farewell note on Signal. Just wanted to thank you and your team for the great work you had done. Reading Signal Daily each morning has now become a very welcome habit. Loved reading every edition of it.

[Aniket Thakkar @GoForAniket]

@Akshay001 Great to see you call them out on this. PR firms always suggest to stay silent and let things die on their own. That's what gives them the power to abuse.

[Aniket Thakkar @GoForAniket]

@Akshay001 They love to pull down companies with their preset notions. Take this article for instance: https://t.co/zYwbVMDX4u

Tagged: "no big bang", "Or so Dua would have you believe."

Hasn't aged well has it?

[Akshay Chaturvedi @Akshay001]

Phone is buzzing since morning. Hence this thread. Re The Ken’s piece on us, which unfortunately carries a false, misguided narrative.

^ Despite hours of calls, things explained to last detail, the ‘set narrative’ stayed. Despite ‘properly fleshed out comments, team told “can’t be carried” last evening .. of course, because it would distort the ‘set narrative’

Regardless, given we did the work, to share the truth, might as well put it here too:

1/n

[Anugrah Shrivastava @anugrah_shrivas]

Excited to see LIQUIDCASE ETF cross 1000 crores in AUM!

It's extremely satisfying to see an idea turn into a product and get such quick adoption! The need for a growth variant came from our experience of seeing liquid ETFs used in smallcases for different reasons, and @vishaljain2510 & team have executed this very efficiently

In this tweet, I have explained in detail how LIQUIDCASE and other liquid ETFs work and what are the key benefits of LIQUIDCASE - easy tracking, tax efficiency, no fractional dividend units etc

[Mahavir Chopra / Beshak.org @themahavir]

🚨 Good news: Important updates in Health Insurance.

IRDAI made some changes in health insurance, through their recently released regulations.

These come in force from 1st April 2024.

Thread 🧵👇🏻