Vasanth Kamath

@smallcaseHQ

[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

[Sugam Anand @SugamAnand]

Designing for fintech is hard. The stakes are real, the domain is complex, and users don't forgive mistakes with their money.

Spoke about this and more in a podcast with @DarshanSuthar7

Watch on Youtube: https://t.co/yYvJYySn3d

Listen on Spotify: https://t.co/a4nITRACLm

[Vasanth Kamath @vasanthkamath]

✅

[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]

Loans against mutual funds have become one of the fastest growing credit categories for individuals. It’s an ideal way for investors to get access to instant liquidity with in-built flexibility for anytime repayment & interest-only monthly payments, while continuing to let their investments compound

Till recently, investors could only borrow up to 50% of their equity investments value. With its updated framework, RBI has raised this ceiling for banks, making loans against securities a more compelling proposition

We’ve now also implemented this on @smallcaseHQ, making our mutual funds loan offering the most investor-friendly stack
· Borrow up to 60% of your equity mutual fund holdings, higher limits on debt continue
· Interest rates as low as 9.99%, even for loan amounts as low as ₹50000
· Instant and fully digital process with loans starting at ₹10000

Live now on the smallcase mobile & web apps, we also offer a plug-and-play solution for platforms who want to offer this to their clients. DM for access

[Vasanth Kamath @vasanthkamath]

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

[Anugrah Shrivastava @anugrah_shrivas]

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

[Vasanth Kamath @vasanthkamath]

Android: https://t.co/Ft2v8wXoVN
iOS: https://t.co/uVmswuLCqj

[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

[Vasanth Kamath @vasanthkamath]

@_glnarayanan @TickertapeIN WIP on 1 & 2. Noted on 3. Thank you!

[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

[Vasanth Kamath @vasanthkamath]

@drprincemathew @TickertapeIN Not yet, DM-ing for more details

[Vasanth Kamath @vasanthkamath]

@SuMo92995149 @TickertapeIN noted on 1). on 2) for RIs, estate tax doesn’t apply in our flow for US stocks & ETFs as well as accounts are booked in GIFT City

[Vasanth Kamath @vasanthkamath]

@SuMo92995149 @TickertapeIN 1) not right now
2) yes

[Vasanth Kamath @vasanthkamath]

1) no additional charge/markup in our flow, this would be the rate offered by the bank for your account
2) no supporting documents required if your bank account was opened more than a year ago. Otherwise, most recent ITR upload (happens within the digital flow)
3) if you initiate the wire before 1p IST, funds are available in your US wallet in 24 hours, otherwise the day after

[Vasanth Kamath @vasanthkamath]

@ManiRajNimmana @TickertapeIN yes!

[Vasanth Kamath @vasanthkamath]

Pricing (ours at 0.2% with a lower fee plan soon) & GIFT City rails would be the key differentiators right now. The funds transfer flow would be the same as you currently experience. Lot more to come soon across tools, information & research, similar to what we have for Indian equities on Tickertape & smallcase. Anything you'd love to see?

[Vasanth Kamath @vasanthkamath]

@talesofgoutham @TickertapeIN We've partnered with Viewtrade IFSC, a registered IFSCA Global Access Provider (GAP) for brokerage execution and custody. Viewtrade IFSC is a wholly owned subsidiary of Viewtrade Securities Inc which is an SEC registered broker @viewtrade

[Vasanth Kamath @vasanthkamath]

@weshnoo @TickertapeIN 💙

[Vasanth Kamath @vasanthkamath]

@SufyanMohd3 @TickertapeIN DM-ing

[Vasanth Kamath @vasanthkamath]

@Erazer_01 0.2% brokerage per txn, more here: https://t.co/sLrQEmAEq3

[Vasanth Kamath @vasanthkamath]

@docjais @TickertapeIN Noted - we have some plans on this front for tax integrations & more

[Vasanth Kamath @vasanthkamath]

@pankajgaur18907 @TickertapeIN Currently live for existing HDFC & Axis Bank account holders, you can open a new account too via the flow. Adding more banks coverage soon

[Vasanth Kamath @vasanthkamath]

@webiyo @TickertapeIN Working on this - expanding the research/analysis tools @TickertapeIN provides for Indian stocks & funds to US equities to start with