Introduction

smallcase Module (aka distribution module / DM) is a plug & play solution for businesses to integrate smallcases into their platform. With DM research creators & distributors can create portfolios of stocks & ETFs (smallcases) or use smallcases created & maintained by SEBI registered creators & offer investing experience to investors natively. DM can be integrated on any website or app, integrations with all JavaScript frameworks, Android, iOS & hybrid mobile frameworks like Flutter, React Native & Cordova are supported

DM once integrated, opens a server rendered web application as part of the partner platform. On mobile platforms, this web application is opened in a webview, while iframe is used for web platforms.

User Journey

On the web application, investors can

1. Understand how investing via smallcases works. Login with the phone number (reach out to business PoC to enable this), connect broker account or create one online
2. Discover all available smallcase portfolios using filters like investment amount, portfolio volatility, investment strategy etc
3. Review smallcase profile page with details like CAGR, historical performance, minimum investment amount, rationale behind the portfolio composition & constituent stocks/ETFs of the smallcase
4. Buy Subscription for investing in any paid smallcase. User can buy a subscription either with their connect broker account or a subscription can be bought just via logging in with phone number (reach out to business PoC to enable this).
5. Investors can invest in the free smallcase or the paid smallcase(post subscription). Upon login with his broker account, the investor can review all the stock orders before placing them with the broker.
6. Investors can then track invested smallcase including invested & current value, returns & dividends
7. Invested smallcases can be updated by applying Rebalances from the smallcase creators, SIPs can be setup & additional investments can be added to the smallcase

Application Layout

smallcase Module has following pages -

1. Home page - Guest User

The home screen for a guest/logged out user serves as a landing page that helps them understand how smallcases work and how they can go about investing in them. It also holds the primary CTA to start discovering smallcases.

2. Homescreen - for logged in users

Once the user clicks on login, based on whether phone number login is enabled or not (reach out to business PoC to enable this), user can see either of the two flows:

• Phone Number Login (if phone number login is enabled)

  • user can login using the phone number

  

• Broker Login (if phone number login is disabled)

  • user can login and connect using their broker account

2.1. Homescreen - for users logged in with just phone number

2.2. Homescreen - for users logged in with broker

2.3. Homescreen - for users who have both broker and phone number connected

Once the user is logged in, but not invested yet, they will see the following on the homescreen:

• Overview card giving a quick look at their investment values
• Investment insights on selected smallcases they can begin with
• ‘In the spotlight’ carousel with smallcases that are trending and popular
• ‘About the manager’ section to induce confidence in the user about the professional experts managing the smallcases

3. Homescreen: logged in and invested

Once the user has invested in a smallcase, their homescreen will include the following:

• Investments overview section
• Pending actions for smallcases that have rebalance, SIP, subscription renewal etc due.
• Investment insights
• CTA to discover more smallcases to grow their portfolio

4. Discover

A dedicated discover screen to help the user explore smallcases by different categories. This screen includes:

• ‘In the spotlight’ smallcases
• Filters like ‘top gainers in the last year’, ‘Low investment amount’, ‘Popular investment strategies’ etc
• smallcase collections
• About the managers card which redirects them to the list of managers managing these smallcases.

5. Smallcase profile

smallcase profile gives the details of a particular smallcase:

• Smallcase overview: min investment, CAGR, volatility
• ETFs and weights of the smallcase
• Performance stats
• About the manager of that particular smallcase

Further, a smallcase can be either a:

• free smallcase (as shown above)
• paid smallcase (shown below) : where a user needs to subscribe to the particular smallcase in order to invest into that smallcase and receive rebalance updates to the smallcase.

In order to subscribe to a paid smallcase, user can click on subscribe now. Based on whether phone number login is enabled or not (reach out to business PoC to enable this), user can see either of the two flows:

• Phone Number Login (if phone number login is enabled)
  • user can login using the phone number
• Broker Connect flow
  • user can login and connect using their broker account

For buying a subscription, user needs to be connected either via phone number or the Broker connect flow. Refer the Subscription flow section for subscription journey

Once the user is subscribed, user can invest in the smallcase

• User can only invest in the smallcase after connecting their broker account

A user who has already invested in that smallcase, will see the primary CTA as ‘Invest more’ instead of ‘Invest Now’

6. Subscriptions

6.1. Subscription flow

For buying a subscription, user needs to be connected either via phone number or the Broker connect flow.

Once the user clicks on Subscribe, the subscription flow journey starts up for the user

Once the user is subscribed, user can now invest in the smallcase

• User can only invest in the smallcase after connecting their broker account

6.2 Subscription Management

User can track their Subscriptions from the "Subscriptions" tab

User can:

• View smallcase information
• Check billing history
• Manage Investment info sharing with the smallcase publisher
• Cancel Subscription

7. Orderflows

Users will be able to log in with their brokerage account, to place order for the smallcase selected. User also has the option to open a brokerage account online incase they do not have one.

8. Investments overview

Users will be able to view all their investments on the ‘investments’ screen. This screen includes:

• Investment overview card giving them aggregate numbers
• List of investments, each investment card showing the stats on the daily change, current value and total returns
• CTA to explore more smallcases

9. Investment details

User can click on any investment from the ‘investment’ screen to see its details. Here they will be able to see:

• Performance of the smallcase
• Current constituents
• News pertaining to the smallcase
• Capability to exit the smallcase from this screen
• User can also choose to invest more in the smallcase on this screen

10. Orderbook

User will also be able to access all the orders placed under one screen. They will be able to check the order status, as well as repair order errors from this screen. A few FAQs on orders are included here too.

11. Fees

All the fees charged on smallcases bought can be accessed by the user under the ‘Fees’ section.

Technical Integration

Technical details are available in smallcase Module Integration guide.