AlphaQuark is India's #1 model portfolio platform built exclusively for SEBI-registered Research Analysts (RAs) and Registered Investment Advisers (RIAs). Over 100 SEBI-registered advisors trust AlphaQuark to manage portfolios worth crores across thousands of client accounts.
The platform enables Research Analysts to create professionally structured model portfolios with precise stock weightages, benchmark tracking against Nifty 50 and Nifty 500, and automated rebalancing. When you update your model portfolio, AlphaQuark generates personalized trade orders for every subscribed client — accounting for their existing holdings, available capital, and broker — and executes them with a single click across 10+ integrated brokers including Zerodha, Angel One, Groww, Upstox, IIFL Securities, 5Paisa, Dhan, and Motilal Oswal.
Beyond portfolio management, AlphaQuark provides a complete advisory technology stack: digital KYC-based client onboarding, risk profiling questionnaires, electronic agreement signing, subscription and fee management with automated collection, SEBI-compliant audit trails for every recommendation, and a white-label mobile app branded entirely under your advisory name.
Performance analytics include TWRR (Time-Weighted Rate of Return) and XIRR calculations per client, per portfolio, and across your entire practice. Client communication is automated through Telegram groups, WhatsApp notifications, and email alerts — keeping your subscribers informed about every rebalancing event, market update, and portfolio milestone.
Whether you are a solo SEBI RA managing 50 clients or a large advisory firm with 1000+ subscribers, AlphaQuark scales with your practice. Plans start from INR 2,999 per month with no per-client limits on higher tiers. Schedule a free demo to see how AlphaQuark can transform your advisory practice.
AlphaQuark is a model portfolio platform built exclusively for SEBI-registered Research Analysts (RAs) and Registered Investment Advisers (RIAs) in India. It enables advisors to create model portfolios, automate rebalancing, execute trades across 10+ brokers, manage clients, and ensure SEBI compliance — all from a single dashboard.
AlphaQuark automates the most time-consuming parts of running an RA practice: portfolio rebalancing across hundreds of client accounts with one click, multi-broker trade execution, digital client onboarding with KYC, automated fee collection, SEBI-compliant record keeping, and client communication via Telegram, WhatsApp, and email.
AlphaQuark integrates with 10+ Indian stock brokers including Zerodha, Angel One, Groww, Upstox, IIFL Securities, 5Paisa, Dhan, and Motilal Oswal. Clients can link their existing broker accounts and execute trades directly from the AlphaQuark platform.
AlphaQuark pricing starts from INR 2,999 per month. Plans are designed for different practice sizes — from solo RAs to large advisory firms with 1000+ clients. All plans include model portfolio management, automated rebalancing, multi-broker execution, and SEBI compliance tools. A free demo is available.
Yes. AlphaQuark is built specifically for SEBI-regulated advisory practices. It includes digital KYC management, automated disclosure generation, complete audit trails for every recommendation and trade, investor charter compliance, SCORES integration for complaint management, and encrypted data storage meeting regulatory requirements.