How can I opt for smallcase?
If you are a customer of Kotak Neo, you can visit Kotak Neo’ smallcase platform by clicking here
Accept the T&C (for first time user only)

For first time users:
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Login to your Kotak Neo Mobile App
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Click on Invest
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Go to Smallcase

- Accept T&C (for first time user)
For a first time user,
- Click on Login

- Enter your mobile no. and password to log in

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Click on Invest
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Go to Smallcase

- Accept T&C (For first time users).
For a first time user
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Login
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Click on ‘More’ at the bottom Menu Bar

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Scroll to ‘Core Investments’
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Click on ‘smallcase’

- Accept T&C (for first time user)

For first time users
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Go to www.kotakneo.com
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Products
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Value Added Services
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Stock Basket (smallcase)

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Discover smallcases
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Login to Kotak Neo

- Accept T&C (for first time user)
Alternatively,
Post Logging in on the Kotak Neo Trading Website:
- Login

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Click on “More”
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Core Investments
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Smallcase

- Accept T&C

When I exit my smallcase, does it just sell my existing investments, or does it also cancel my ongoing SIP?
Can we check the status of the SIP on the day of SIP execution?
Where should I keep my funds for smallcase investment?
What happens if I sell my smallcase holdings from my portfolio under the Investment tab?