TABLE OF CONTENTS



  • Overview

In this article, we explain the listing logic of smallcases & Managers on the smallcase app and website in addition to the 'Best Practices' to be followed to increase your smallcase visibility & reach.

Users can discover the Manager-created smallcases and view the Manager profiles on the smallcase app and website.


  • Best Practices

  • smallcase

All the smallcase-related information can be updated by managing the smallcase from the Publisher Platform.
Watch this video to understand how to update the smallcase details.


  • Profile image: A profile image should be added before publishing the smallcase as the image gives your users an idea of the strategy applied and what they can expect from it. 

  • Investment strategy: While publishing the smallcase, you should select the relevant investment strategy (up to a max of 3), as this allows users to filter the smallcases as per investment strategy. So if your smallcase strategy matches the user’s investment strategy then it appear in the filtered list.

  • Name: In the name Managers should avoid special characters like ‘_’, ‘&’, ‘-’, ‘*’, quotes or emojis as while searching for the smallcase name users don’t type these characters and it affects the search results of the smallcase. 

        It’s advised to use ‘ ‘ (space) whenever you wish to separate 2 words.

        Refer to this smallcase Naming Guidelines document for quick help.

  • Rationale: Please add a detailed rationale for the smallcase as users generally go through the rationale in detail before subscribing to the smallcase.
  • Blog Post (optional): If in case you wish to add some extra information about the smallcase, you can use the blog post section to convey the same.
  • Timely review/rebalance : Reviewing the rebalance as per the selected frequency is important as the users look forward to the rebalances and it is one of the most important reasons why users subscribe to the portfolio. 

 You also have an option to skip the rebalance if you do not want to make any changes to the portfolio.

  • Manager profile

All the Manager profile related information can be updated from the Profile section on the Publisher Platform.

The video explains the steps to update your profile on the platform.




  • Crisp overview : Users see the overview of the Manager on the Manager listing page, so a crisp overview of the key highlights about yourself should be added in the overview. It should be within 200 characters and can be updated in the Description field on ‘About’ tab of Publisher Profile
  • Profile info : You should add your background info, investment philosophy and all the relevant information that will help users understand the brand in the Manager Intro section.
    For more information about the smallcase, blog or video should also be added as a part of the Manager Intro section
  • Manager Logo : The Manager logo makes it easier for users to identify the brand and is used at various places across the smallcase ecosystem.

  • smallcases & Managers Discovery on smallcase.com & app

  • All smallcases listing

  • The all smallcases section lists all the smallcases created by different managers.
  • There are multiple sorting options available based on popularity, smallcase launch date, last rebalance date, CAGR, returns and Min. Investment Amount.

  • All Managers listing

  • The Managers tab in Discover section showcases all the smallcase managers through a display card for each Manager.


  • The manager card displays your name, number of smallcases managed by yourself, your logo, brief of your overview and tags showing the investment strategy of the your smallcases.
  • The number of smallcases shown in the sub-title of the card includes all the Published smallcases only.
    Note: Hidden, blocked & played out smallcases are not counted
  • The Manager cards sorting is based on the popularity which in turn is based on the popularity of the smallcases of the Manager amongst other factors.