@zomatocare hi I have spillage issue with my coffee, despite 4 different pics of spillage, your AI assistant keeps saying it can’t see the spillage. There’s no way to talk to a human and no recourse except to keep trying and praying the AI bot will recognise the spillage. Please ask a human to respond or if a human can’t, please don’t bother. I’ll use someone else’s services.
LiquidCASE just crossed ₹10,000 crore in AUM! 🚀
On this special milestone, I wanted to share the backstory of why we decided to launch India’s first growth-oriented liquid ETF.
At @smallcaseHQ, we run India’s largest model portfolios platform. Many of our manager partners (research analysts & advisors) who offer investment portfolios frequently allocate a portion to cash, depending on market conditions.
Historically, these cash allocations were facilitated using dividend-based liquid ETFs. But this created multiple friction points for investors and managers alike:
- Performance Tracking: Because the price of dividend-based liquid ETFs remains fixed (with returns earned via dividends), it always required a special handling to calculate the accurate returns of a model portfolio.
- Residual Value in Portfolios: Returns on dividend ETFs are earned via the allocation of fractional units. Since Indian investors cannot place exchange orders for fractional shares, users were never able to completely exit their holdings, leading to remnant units in their demats.
- Tax Inefficiency: With dividend-based ETFs, users are taxed on the dividends credited every month/week — even if they never actually sell or transact.
When we launched our AMC in partnership with Zerodha, we knew we had to solve these problems for good—not just for our model portfolio platform, but for crores of Indian investors.
That’s how LiquidCASE - India’s first growth-oriented Liquid ETF - was born.
The response and adoption since launch have been incredible. So many retail investors, fund managers, analysts, and advisors have reached out to tell us that this is exactly the solution they’ve needed for years. What’s been even more amazing is that LiquidCASE didn’t just solve a problem; it catalyzed an entirely new category of growth-based liquid ETFs in the Indian market. 🙂
Next milestone: India’s largest Liquid ETF! 🎯
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.
We are introducing new features on our AMCs (@ZerodhaAMC | smallcase-Zerodha JV) app-like interface - inside WhatsApp
We launched the interface last year to provide investors a secure yet easy-to-access flow right from their existing WhatsApp mobile app. Based on the positive feedback and suggestions, we are expanding the offering and introducing two new features.
1. Industry-First ETF Tracking on WhatsApp
Previously, tracking mutual funds was easy, but checking ETFs usually required logging into your brokerage app separately. We’ve removed that friction by integrating ETFs right inside our WhatsApp interface.
- Unified Dashboard: See your entire Zerodha Fund House portfolio - Mutual Funds and ETFs (Equity, Debt, and Commodities) - in one place.
- Seamless Transactions: Buy and sell ETFs directly within WhatsApp. Powered by the smallcase Gateway, you can connect to any major Indian broker and execute orders without leaving the app.
- Zero Friction: No new apps to download. It is a 100% tap based interface built right into WhatsApp.
2. Instant Access Facility (IAF) for Overnight Funds on WhatsApp
Liquidity is the most important feature of an Overnight Fund. While redemptions usually take one working day (T+1), our new Instant Access Facility changes that:
- True 24/7/365 Availability: Access your money even on weekends and bank holidays.
- Instant Credit: Funds are typically credited to your account via IMPS within minutes, if not seconds.
- Daily Limits: Withdraw up to ₹50,000 or 90% of your investment value per day (whichever is lower).
Note: Currently available for resident individual investors holding units in non-demat (SOA) mode.
Do give it a try! Start here - https://t.co/kqYSKcij4y
Now live on @ZerodhaAMC's Whatsapp
▪️ Save & redeem instantly with our overnight fund
▪️Track & invest in CASE ETFs across asset classes with your broker
Say 'Hi' to get started https://t.co/HsUz6O6knB
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
It only takes five minutes to break the cycle.
Five minutes of exercise and you are back on the path. Five minutes of writing and the manuscript is moving forward again. Five minutes of conversation and the relationship is restored.
It doesn't take much to feel good again.