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Fisdom And smallcase Partner To Expand Access To Differentiated Investment Products

Through this partnership, Fisdom will offer curated baskets of stocks and ETFs that are based on a theme, strategy, or goals

Fisdom And smallcase Partner To Expand Access To Differentiated Investment Products

Outlook Start-Up Desk

POSTED ON June 24, 2023 11:54 AM

Bengaluru-based Fisdom and smallcase have partnered to offer differentiated investment opportunities to Fisdom’s customers. 

Through this partnership, Fisdom will offer curated baskets of stocks and ETFs that are based on a theme, strategy, or goals. In addition to this, the partnership will make the job easy for the investors to build cost-effective, long-term and diversified portfolios.

As part of this partnership, Fisdom customers will get an in-depth overview of the portfolio, respective methodologies, factsheets, and relevant ratios and graphs (with comparisons) to make an informed decision while choosing small cases. 

Fisdom has claimed to cater to a diverse spectrum of the retail audience through its do-it-yourself model on its broking app and offers wealth management services to HNI clients by providing access to products such as PMS, AIF, Big tickets Bonds, Equity, and advisory services.

Addressing the collaboration, Vasanth Kamath, Founder and CEO, smallcase, said, “We are excited about working with Fisdom to offer smallcase to a new segment of investors across their banking partnerships & private wealth channels. This association supports our shared ambition of leveraging technology to deliver better financial outcomes for every Indian.”

Subramanya SV, Co-Founder and CEO, of Fisdom, said, “We are pleased to associate with smallcase to offer professionally managed model portfolios of stocks & ETFs as investment solutions to our customers across India. We believe this strategic partnership will help our customers invest in sophisticated and professionally managed products to build a long-term wealth portfolio.”
 

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