There are 3 parts to understand this:
a. Investing
You invest in a smallcase by using funds in your Kotak Securities trading account. You can either start an SIP or do a lump-sum investment. All invested smallcase constituents will be added to your Demat account.
Fund Transfer screens
Lump sum screens
SIP Screens
b. Tracking
You can track your invested smallcases' performance, dividends, and evaluate your portfolio under "Investments". You can see details of every stock so you know where your money is at all times.
c. Managing
You have complete control on your investment. You can add, edit or remove any stock from your smallcase anytime. You can also see & review rebalance updates, edit your SIP etc. from your "Investments".
Managing (add, remove, edit) screens
Rebalancing Screens
Edit SIP screens
