From the Wealth dashboard, choose Link Account → Gold and follow the appropriate steps for each type of gold you hold.
1. Physical Gold
Steps
Tap Link Account → Gold.
Choose Physical Gold.
Enter the following details:
Purity
Quantity
Purchase date
Purchase price
Tap Add Investment to save.
Points to remember
Gold value will be calculated based on purity, quantity, and the entered price.
2. Gold ETFs
Steps
Tap Link Account → Gold.
Choose Gold ETF.
Select your broker.
Sign in via the Smallcase gateway.
Approve access to sync your holdings.
Points to remember
Gold ETFs update automatically, and you can tap Sync anytime for real-time updates.
3. Sovereign Gold Bonds (SGB)
Steps
Tap Link Account → Gold.
Choose Sovereign Gold Bonds.
Select the bond name.
Enter:
Quantity
Purchase date
Purchase price
Tap Add Investment to save.
Points to remember
SGBs are linked manually; make sure to enter the correct bond name and details for proper tracking.
4. Digital Gold
Steps
Tap Link Account → Gold.
Choose Digital Gold.
Select your provider (e.g., PhonePe, Google Pay, etc.).
Enter:
Quantity
Purchase date
Purchase price
Tap Add Investment to save.
Points to remember
Digital Gold entries require provider details and accurate purchase data.
5. Adding More Holdings
Tap + Add More to log additional gold holdings (for any gold type).
Enter the details and tap Add Investment.
6. Editing or Deleting Your Gold Holdings
Go to Wealth, tap the Gold card.
Tap any holding to open details.
To edit:
Adjust the quantity, date, and price.
To delete:
Tap Delete to remove the holding entirely.
For Gold ETFs, tap the ⋮ (overflow) icon on the card to either Sync or Disconnect.
Keeping your data up to date
Gold ETFs sync automatically and update daily.
Physical Gold, SGB, and Digital Gold require manual updates: tap Sync or re-enter values when necessary.
Frequently asked questions
I tapped Delete, but the holding is still there.
Pull down to refresh the Wealth screen; if it persists, try again or contact support.My ETF didn’t sync after reconnecting.
Relaunch the Smallcase gateway via Sync or disconnect and relink the account.Can I recover a deleted gold entry?
Once deleted, the entry is permanent. You’ll need to add it again manually or relink your ETF.
Need help?
For any questions or issues, email us at [email protected].