How Do I Use Existing Demat Accounts to Invest in Small Cases?

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Smallcases are diversified portfolios of stocks and ETFs. By linking them to your demat accounts, you can seamlessly invest in expert-created portfolios and earn higher returns among other benefits. Here is a guide on how to start your smallcase investment journey.

Smallcase investing has been quite a popular approach these days, given the ease and strategic build it offers. These also help investors build and manage a diverse portfolio. Investing in small businesses offers a bunch of benefits, like being quite helpful with wealth creation, specialised investing, cost-effectiveness, and much more. Now the real question asked by a bunch of individuals is: may they start small-case investing using an existing demat account? Well, the answer is yes.

Continue reading to learn more about smallcases and demat accounts, how to use them for smallcase investing, what the benefits are, and much more.

What is Small Case Investing?

Before going any further, let's understand what is small  case investing?

 Small case Investing is an investing approach that is modern in nature and efficient to boost your portfolio management. Small-case investing includes creating distinct portfolios of stocks, trades, and ETFs, making investing easier and more accessible.


Smallcase investing differs from traditional investing options in several ways. Here are a few features that make it unique and help it stand apart.

  1. Portfolio Customization

    Smallcases are ready-made portfolios for investors. However, with investors wanting to customise their portfolios based on a particular investment or goal, smallcase also offers the feature of portfolio customization. This customisation feature allows you to add or remove your stocks, giving you greater control over your investments.
  2. Accessibility

    Since smallcases are pre-built portfolios, you need not go through the hassle of reading every piece of investment research and more. Beginners may simply use small-case investing to start their investment journey, making small-case investing more accessible for everyone.
  3. No Lock-in Period

    Small cases have no lock-in period, which makes them more liquid. This also allows investors to buy and sell their shares at any time with no specific waiting period.
  4. Transparency

    Smallcase investing is also known for the optimum transparency it offers. Here, you know all about your stocks and portfolio composition. Further, you may readjust your portfolio at any time with no extra charges.

Understanding Demat Accounts and Small Cases

To understand how to invest in small case, it is important to understand demat accounts and small cases.

Demat Accounts

  1. A demat account stands for a dematerialized account. It is essential to open a trading account to begin your trading journey.

  2. It allows you to keep all your shares and securities in digital form, thus eliminating the need for physical certificates.

  3. A demat account holds shares, bonds, and other transactions in one place, which you may need while investing.

  4. The electronic form of demat accounts makes them a safer and more accessible alternative.


  1. As mentioned earlier, smallcases are premade portfolios created by professional experts to give you an edge in creating diversified portfolios.

  2. These portfolios are created around a specific strategy, investment goal, or need to help investors align their investments with their financial goals.

Steps to Investing in Smallcases Using a Demat Account

Here’s a step-by-step guide on how to invest in small cases using a Demat account:

  1. Step 1: Check Broker Support

    • To start your journey with small-case investing, start by checking if your broker is active in small-case investing. However, most of the known brokers support small-case investing; a quick verification is a must.

    • Once you have checked broker support, move ahead and use your broker's platform to link your demat account and smallcase website.

    • You may need to follow additional steps like opening a trading account, signing into it, scrolling to the smallcase section, and filling in additional details.

    • This ensures your smallcase is perfectly managed alongside your portfolio.

  2. Step 2: Linking Your Demat Account and Accessing Small Cases

    • Once you're done linking your Demat account, you can now see all the accessible small cases on the platform.

    • Now, the best part is that all these small cases are already categorized. This categorization is done based on the theme, strategy, or risk profiles of the small cases.

    • You can assess all this information and make an informed decision to choose the small case that best aligns with your investment goals.

  3. Step 3: Choosing and Smallcase Investing

    • Once you're done choosing a small case, you can start investing.

    • Start by picking up a small case, assessing your portfolio and investment amount, and then confirming your order.

    • The platform will complete your order, and your debit account will be credited with the stocks.

Benefits of Smallcase Investing 

As mentioned earlier, small-case investing is a modern investment approach. It is easy, accessible, and has much more to offer. Let us delve a bit deeper to understand some of its benefits.

  1. Simple Investment Procedure Using a Demat account for small-case investing has several advantages. To start with, it eases the investment procedure by honing down all the investments in one place. Thus making it more accessible. Plus, it also simplifies the tracking and management of these investments.

  2. Portfolio Diversification With small case investing, the best part is that you're not focusing on a single stock; rather, your approach is more diversified. You are exposed to distinct sectors, themes, and plans, thus reducing your risks as well. Plus, it also allows you to build a diversified portfolio, helping you cope better with market ups and downs.

  3. Expert Management As explained, small-case portfolios are premade. These are managed by experts with deep knowledge and research on market volatility and other factors. This professional expertise in portfolio management helps you make better decisions with the capacity to make high returns.

Things to Keep in Mind Before You Invest in Small Cases

Investing in small cases is easy and comes with a lot of advantages. However, it is important to keep a few things in mind and consider them before starting your journey in small case investing

  1. Read your investment goals. Understand and have full clarity on your investment goals, risk management, and other factors to choose a suitable small business. Doing your research and assessing if it matches your financial strategy is important.

  2. Regular Monitoring Always regularly monitor your small cases. Smallcase platforms themselves provide tools to help you track your investment’s performance. Use the same to stay updated with all market information and trends on small cases.

  3. Compare small-case returns To make an informed choice, you may also compare small cases based on their performance across distinct market conditions. Get a comprehensive view of the same to better sort your portfolios.

Disclaimer: Investments in the securities market are subject to market risk, read all related documents carefully before investing.

This content is for educational purposes only. Securities quoted are exemplary and not recommendatory.

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Smallcase Investing using your Demat account is super simple and effective. You simply need to link your demat account to a small-case platform, further easing the investment procedure. Plus, you get access to diversified portfolios that are managed by experts without taking your control away.

In this blog, we have tried listing all the important steps you need to follow for small case investing using a Demat account, from linking your Demat account to choosing a small case and investing in it. However, it is super important to keep a few considerations in mind before you start your investment journey. Always consider your financial goals, compare small cases performance, and follow their performance using regular monitoring to make better returns.

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Frequently Asked Questions

What are smallcases, and how do they work?

Answer Field

A small case is an investment platform where investors can invest in diversified portfolios of stocks and ETFs. These are not like traditional portfolio services and offer pre-made small cases. Smallcase works by helping investors invest easily via theme-based investing. Here, investors can choose small cases based on a specific theme or strategy. These are completely transparent, allowing investors to assess all the information about the stocks while also giving them the option to customise their portfolio and start investing with a single click.

How do I choose the right small case?

Answer Field

To ensure you pick a suitable small business, start by understanding your investment goals. Read what risks you're willing to take, and how much time you can give to this, and consider aligning your strategy with a suitable small-case theme. Further, you may compare the performance of these small cases in different market scenarios to understand their returns and volatility. Plus, if you're looking to build a diversified portfolio, consider investing in distinct small businesses.

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