HDFC Securities Partners with smallcase to Launch Model Portfolios on HDFC SKY

Mumbai, November 27, 2025: HDFC SKY, one of India’s premier discount broking platforms from HDFC Securities, today announced a strategic partnership with smallcase, bringing model portfolios/stock and ETF model portfolios investing capabilities directly to its mobile application. This collaboration marks a significant milestone in democratizing research-backed investing for investors across India.

Through this partnership, HDFC SKY users can now access professionally curated portfolios of stocks and ETFs, strategically weighted to align with specific investment themes, strategies, and objectives. All portfolios available on the platform are managed by SEBI-registered Research Analysts (RA) with varied expertise ensuring professional oversight.

Commenting on the partnership, Mr. Dhiraj Relli, MD & CEO, HDFC Securities said, “We are excited to partner with smallcase to offer our clients a sophisticated yet accessible investment solution. Over the years smallcase has maintained its grasp on basket investing, offering curated themes and rebalancing options, serving as a transparent format to help investors reach their goals. With ETFs, the scope has expanded to multi-asset baskets including bonds, equities, and commodities enhancing asset allocation strategies.

For new customers, smallcase simplifies investing, reducing confusion and providing diversified, well-managed portfolios. This integration empowers our users to diversify their portfolios through professionally managed baskets while maintaining the simplicity and convenience of the HDFC SKY mobile experience.” added, Mr. Relli.

“This partnership marks a significant step in making high-quality investing accessible to more retail investors. With diversified portfolios, smallcase enables access for HDFC SKY customers to professionally managed portfolios in their demat accounts. Model portfolios are rapidly shaping the future of retail investing, and our partnership with HDFC SKY brings a wide catalog of strategies to everyday investors, making it easier than ever to build robust long-term portfolios with full control.”, said Vasanth Kamath, Founder & CEO, smallcase.

The smallcase integration on HDFC SKY offers users a complete investment journey, including:

• Diverse Basket Options: Access to multiple investment baskets organized by themes and strategies, with transparent performance metrics and risk indicators
• Flexible Investment Modes: Choice between one-time investments or systematic investment plans (SIP) for disciplined wealth creation
• Real-time Portfolio Tracking: Comprehensive dashboard displaying portfolio valuation, active holdings, and pending actions
• Complete Transparency: Detailed information on basket composition, stock weights, rebalance schedules, and historical performance against benchmarks

HDFC SKY users can access smallcase directly through both the Mobile App Dashboard and the Web Dashboard. The smallcase platform offers an intuitive interface that enables investors to explore curated baskets, evaluate their underlying components, monitor performance, and execute investments effortlessly. Investors retain full control of their portfolios with features like comprehensive order tracking and convenient exit options for liquidating positions whenever they choose.

About HDFC securities:

HDFC Securities, a subsidiary of HDFC Bank, is one of India’s leading stockbrokers, with 25 years of expertise in the Indian equity market. Serving over 5 million customers in over 100 cities, the company operates a robust network of more than 130 branches. HDFC Securities provides a comprehensive range of investment products and trading services tailored to meet diverse financial needs. Over its 25-year history, HDFC Securities has played a crucial role in empowering investors with more than 30 distinct financial solutions. These offerings include equities, gold, mutual funds, currency derivatives, non-convertible debentures (NCDs), fixed deposits, bonds, basket investing, global investing, and acts as a distributor of the National Pension System (NPS), each designed to align with various investment goals.

Dedicated to providing seamless and future-ready trading experiences, HDFC Securities features cutting-edge platforms such as InvestRight and HDFC SKY (discount broking), along with mobile apps, a user-friendly website, Integrated Trading Solutions (ITS), and ProTerminal. In addition, HSL Prime Research offers best-in-class investment opportunities, backed by comprehensive fundamental and technical analysis conducted by a team of seasoned analysts, many of whom have been with HDFC Securities for over a decade. The company has also launched its investment advisory service, HDFC TRU, focusing on high-net-worth individuals (HNIs), ultra-high-net-worth individuals (UHNIs), family offices, and treasury clients. HDFC Securities also maintains a strong social media presence, proactively sharing market updates and educational content to promote financial literacy. The company engages with its audience through platforms such as Facebook, Twitter, Instagram, and YouTube.