Customers can either invest in a readymade smallcase portfolio or can create their own portfolio by selecting stocks. Here are the steps to create a customized portfolio in smallcase;
- Login to the Zerodha Smallcase.
- On the top menu bar, tap on the "Create" option.
- Enter the stock name in the search bar and click on it to add it to your portfolio.
- Here, there are 3 weight options available; Equi-weighted, Market Cap Weighted, and Custom Weighted. Select the relevant option as per your choice.
- Based on the stocks selected, a minimum investment option will appear.
- Click on the "Invest Now" option to invest in your customized portfolio or you can save a draft for future purposes.
