Smallcase is an Indian fintech platform that simplifies investing for new users by offering easy-to-use, themed portfolios.
Acquire new investors across India.
Ensure KYC completion and funding.
Drive first portfolio purchases — the critical revenue milestone.
Build trust and retention among first-time investors.
Price sensitivity was a major hurdle — many users installed but hesitated to commit money.
Trust was fragile, with users needing reassurance about security and credibility, and to remain SEBI-compliant in both metro and non-metro markets.
Maintained a steady conversion rate of ~0.12%, showing consistent user activation.
Achieved a 30% increase in both app installs and organic brand searches.
Successfully attracted first-time investors, with a particularly strong surge in engagement from regional markets.
Scale Sunova’s D2C business while maintaining marketplace revenue shares.
Scale D2C sustainably by bolstering ROI
India's Pioneer 360° Performance Marketing Agency