Bengaluru: HDFC SKY, one of India’s premier discount broking platforms from HDFC Securities, has announced a strategic partnership with smallcase, bringing model portfolios/stock and ETF model portfolios investing capabilities directly to its mobile application. This collaboration marks a significant milestone in democratizing research-backed investing for investors across India.
Through this partnership, HDFC SKY users can now access professionally curated portfolios of stocks and ETFs, strategically weighted to align with specific investment themes, strategies, and objectives. All portfolios available on the platform are managed by SEBI-registered Research Analysts (RA) with varied expertise ensuring professional oversight.
Commenting on the partnership, Mr. Dhiraj Relli, MD & CEO, HDFC Securities said, “We are excited to partner with smallcase to offer our clients a sophisticated yet accessible investment solution. Over the years smallcase has maintained its grasp on basket investing, offering curated themes and rebalancing options, serving as a transparent format to help investors reach their goals. With ETFs, the scope has expanded to multi-asset baskets including bonds, equities, and commodities enhancing asset allocation strategies.
For new customers, smallcase simplifies investing, reducing confusion and providing diversified, well-managed portfolios. This integration empowers our users to diversify their portfolios through professionally managed baskets while maintaining the simplicity and convenience of the HDFC SKY mobile experience.” added, Mr. Relli.
“This partnership marks a significant step in making high-quality investing accessible to more retail investors. With diversified portfolios, smallcase enables access for HDFC SKY customers to professionally managed portfolios in their demat accounts. Model portfolios are rapidly shaping the future of retail investing, and our partnership with HDFC SKY brings a wide catalog of strategies to everyday investors, making it easier than ever to build robust long-term portfolios with full control.”, said Vasanth Kamath, Founder & CEO, smallcase.