"It was a wonderful experience interacting with you and appreciate the way you have planned and executed the whole publication process within the agreed timelines.”
Subrat SaurabhAuthor of Kuch Woh Pal
Mastering Smallcase: The Modern Investor’s Playbook is a comprehensive, practical guide for retail investors, financial advisors, and portfolio managers looking to harness the full potential of Smallcase investing in India.
This book takes you from foundational concepts to advanced strategies, offering clear explanations and actionable insights. Whether you’re new to Smallcases or a seasoned investor, this playbook helps you navigate the platform, build tailored portfolios, and integrate Smallcases into your broader financial planning.
You’ll learn:
How Smallcase works and the different types available
How to choose, customize, and manage your own Smallcases
Thematic and sector rotation strategies for modern markets
Taxation, risk management, and compliance essentials
Using Smallcases for passive vs. active investing
Real-life case studies, performance analysis, and pitfalls to avoid
How financial professionals and advisors can use Smallcase APIs and automation
With bonus content on combining Smallcases with mutual funds and stocks, comparing it with global investing platforms, and understanding the impact of market events like elections or budgets—this book is your definitive guide to modern investing through Smallcase.
Packed with checklists, walkthroughs, FAQs, and curated tools, this book empowers you to make smarter, data-driven investment decisions.
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Sachin Korgaonkar
Sachin Korgaonkar is a highly respected Finance Expert with over 20 years of experience in investment strategy, financial planning, and wealth management. Armed with an MBA in Finance, Sachin blends deep industry insight with a passion for making complex financial topics accessible and practical for all readers.
Over the years, he has become a trusted voice in personal finance, known for his clarity, precision, and forward-looking approach. Sachin's work is rooted in one mission: to empower individuals—especially the next generation—with the knowledge and tools they need to achieve lasting financial freedom.
He is the author of several influential books, including:
The Wealth Blueprint For Generation Z: A Complete Guide to Money, Investing & Financial Freedom – a practical roadmap for young adults to take charge of their finances early in life.
Emotion & Equity: The Science of Neuro-Investing – an insightful exploration of how human behavior and brain chemistry impact investment decisions.
How Artificial Intelligence is Reshaping Investment Strategies – a forward-thinking guide to the intersection of AI and modern investing, making sense of how emerging technologies are revolutionizing the financial landscape.
Sachin’s writing bridges the gap between traditional finance principles and cutting-edge trends like AI, behavioral finance, and passive investing. His books serve as trusted companions for anyone looking to navigate today’s fast-changing financial world with confidence.
When he’s not writing or mentoring, Sachin enjoys working on innovative fintech projects, speaking at financial literacy forums, and helping investors create smart, customized portfolios with the aid of technology.
