CASE Platforms partners with leading banks, wealth platforms & financial institutions to power wealth products and solutions for their clientele.
Our stack spans 3 capabilities:
Model Portfolios: CASE operates India’s largest model portfolios platform - enabling individual investors take a structured approach to investing into stocks, ETFs and mutual funds, across Indian & US markets.
Partners can offer curated exposures for different goals, objectives & strategies (developed in-house or drawn from a network of licensed investment managers). The stack enables digital workflows for model portfolio listing, transactions & management - both for DIY and assisted modes
Investment Products: Complementing the model portfolios stack, partners can offer individual investment products across mutual funds, global equities and/or Indian stocks & ETFs across discovery, tracking and execution. CASE enables this natively in partner's platforms using our infrastructure
Secured Credit: Enabling partners to offer loans against stocks, ETFs & mutual funds digitally, CASE provides lenders (banks & NBFCs) a LAS (loans against securities) stack with in-built LOS, RMS & CMS as well as digital wealth platforms a LSP stack to offer secured loans in their offering