Policy Announcements

Implementation of revised Terms of Service (for RAs) & User Agreements (for IAs)
Terms of Service (for RA managers) We have recently made changes to the model clauses of Terms of Service, as per the recent guidelines. The model clauses ...
Sat, 8 Feb, 2025 at 6:32 PM
Implementation of Model Portfolio Framework
The article covers in detail how to implement required changes for existing smallcases from the publisher platform for the following: Adding Investmen...
Fri, 31 Jan, 2025 at 4:28 PM
Implementation of Model Portfolio Report
As per the recent guidelines, all smallcases should now have a research report which covers all constituents and their respective rationales for being part ...
Fri, 31 Jan, 2025 at 4:31 PM
No-Weight smallcases
TABLE OF CONTENTS What is a no-weight smallcase? Impact of no-weight smallcases on users What is a no-weight smallcase? In a no-weight smallc...
Wed, 30 Nov, 2022 at 7:10 PM
Order Error Rate
We have been focusing on reducing the errors faced by users while placing orders on the platform and thus reducing the order error rate.  Through our co...
Wed, 30 Nov, 2022 at 7:11 PM
smallcases - Naming Guidelines
In order to help users easily discover & understand the value proposition of a smallcase, we have introduced some basic guidelines for naming the smallc...
Wed, 30 Aug, 2023 at 12:52 PM
Minimum Subscription Pricing
Use of extremely low pricing from certain Managers on the platform has resulted in a lot of issues and concerns from users and other Managers, as highlighte...
Thu, 9 Mar, 2023 at 8:03 PM
Listing smallcases on smallcase app and website
Lately, auto-renew plans have become extremely popular as they provide users with uninterrupted access to the smallcase. Additionally, these plans have doub...
Thu, 9 Mar, 2023 at 8:02 PM