Fintso, a B2B2C fintech platform, has joined hands with smallcase for providing unique investment opportunities to the 15 lac retail investors managed by 3,400 financial product distributors on its wealthtech platform. Through this partnership, distributors will be able to offer curated baskets of stocks and ETFs that are based on a theme, strategy, or goal to their clients, called smallcases.
This partnership offers the investors with an access to professionally managed smallcases based on strategies that reflect an idea or a theme.
Commenting on the partnership, Rajan Pathak, Co-founder and MD, Fintso said, “At Fintso, we believe in democratizing wealth management – using technology as the tool to level the playing field. The collaboration with smallcase will enhance access to a new asset class. Fintso is known for its’ user experience, at par with, if not better, than that being offered by large wealth managers serving HNIs. The collaboration will also accelerate the adoption of smallcases with retail investors, given the high degree of trust that they place on their existing financial product distributors.”
The association is reportedly made as part of the evolution of the wealthtech space in the country – given the explosion of new broking accounts being opened – providing investors with a new and viable option for investing.
Vasanth Kamath, Founder and CEO, smallcase said, “We are delighted to partner with Fintso and unlock a new use-case for our platform as they join the fast-growing smallcases ecosystem. With this integration, smallcases, managed by leading advisors, become a core part of the investor’s portfolio delivered through trusted intermediaries operating on Fintso’s best-in-class technology platform.”