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How to create a customized portfolio on smallcase?

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;

  1. Login to the Zerodha Smallcase.
  2. On the top menu bar, tap on the "Create" option.
  3. Enter the stock name in the search bar and click on it to add it to your portfolio.
  4. Here, there are 3 weight options available; Equi-weighted, Market Cap Weighted, and Custom Weighted. Select the relevant option as per your choice.
  5. Zerodha Smallcase Customized Portfolio
  6. Based on the stocks selected, a minimum investment option will appear.
  7. Click on the "Invest Now" option to invest in your customized portfolio or you can save a draft for future purposes.
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