← Back to Curriculum
Beginner

Using Smallcase for Alternative Asset Thematic Portfolios

Smallcase lets you invest in ready-made, professionally curated baskets of stocks and ETFs through your existing broker, without opening a new account. This course walks you through how smallcase actually works, the alternative asset themes available on the platform such as gold, REITs, InvITs and global equity, and how to evaluate a thematic smallcase before putting money into it.

Smallcase BasicsThematic InvestingAlternative AssetsPortfolio Diversification
MODULES
3
DURATION
4 Hours
TRACK
Alternative Investing

What You'll Master

What a smallcase is and how it differs from a mutual fund or a stock
How to invest in and exit a smallcase through your existing broker
The alternative asset themes available on smallcase, including gold, REITs, InvITs and global equity
How to read a smallcase factsheet and evaluate it before investing
How capital gains tax applies to smallcase holdings
Access Level
LEARNER
Start Learning Now →Sign in to resume
Everything included
Full Text Playbooks
Actionable Exercises
Mobile Reading Mode
Lifetime Updates

Curriculum Breakdown

Chapter 1: What Is Smallcase and How Does It Fit Alternative Investing

3 Lessons
▶
What a Smallcase Actually Is8 min read
Preview
▶
How Investing Through Smallcase Works9 min read
▶
Smallcase Fees, Rebalancing and Exit Rules8 min read

Chapter 2: Alternative Asset Thematic Smallcases in India

3 Lessons
▶
Gold, Silver and Commodity-Linked Smallcases9 min read
▶
REIT and InvIT Focused Smallcases9 min read
▶
International and Global Theme Smallcases9 min read

Chapter 3: Evaluating a Thematic Smallcase Before You Invest

3 Lessons
▶
Reading a Smallcase Factsheet10 min read
▶
Due Diligence Checklist and Common Red Flags9 min read
▶
Taxation of Smallcase Holdings9 min read