Paisa Vaisa with Anupam Gupta

STOP Investing Only in India: Why US Stocks Belong in Every Indian Portfolio | Vasanth Kamath | Paisa Vaisa | Anupam Gupta

Mar 23, 2026
Guest
Vasanth Kamath
Vasanth Kamath, founder and CEO of Smallcase, built a platform that brought curated portfolios and global access to millions. He discusses Smallcase’s origin, the move to US fractional stocks from $1, the Zerodha Fund House joint venture, low-cost passive products, and an AI-powered Wealth Office. Short, candid takes on platform growth, product roadmap, and democratizing global investing.
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INSIGHT

Smallcase As The Bridge Between Funds And Stocks

  • Smallcase bridges mutual funds and direct stocks by packaging research-backed model portfolios that let investors SIP, rebalance, and track as a single line item.
  • This UX wrapper solved the gap where brokers had research but no easy portfolio-level execution for retail users.
INSIGHT

Regulation And Product Additions Increased Portfolio Reach

  • The platform expanded choice: stocks to ETFs to REITs to mutual funds and now US equities, letting investors build larger, diversified portfolios on one product layer.
  • Regulatory changes (execution-only, model portfolio rules, GIF City) unlocked new asset classes and simpler workflows.
ADVICE

Use Momentum To Onboard Then Diversify

  • New investors often join chasing a hot theme, but the ability to hold many asset classes in the same demat account lets them diversify later without friction.
  • Treat fads as onboarding tools rather than problems; use the same account to move into balanced allocations.
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