Choosing the right wealth management platform is one of the most consequential technology decisions for a SEBI-registered advisory practice. The platform determines how efficiently you can manage portfolios, execute trades, maintain compliance, and serve subscribers. AlphaQuark is purpose-built for the Indian advisory market, combining model portfolio management, automated rebalancing, multi-broker trade execution, client CRM, SEBI compliance automation, and white-label branding in a single integrated platform. Unlike generic portfolio trackers or international tools adapted for India, AlphaQuark is designed around the specific workflows of SEBI Research Analysts and Registered Investment Advisers. The platform supports model portfolio creation across equity, thematic, sectoral, and multi-asset strategies. Automated rebalancing calculates per-client trades when portfolios are updated. Trade execution is handled through direct integration with more than ten Indian stock brokers including Zerodha, Angel One, Groww, Upstox, 5Paisa, Dhan, IIFL Securities, and Motilal Oswal. Client management features include digital KYC, risk profiling, electronic agreements, subscription management, and automated invoicing. SEBI compliance is built into every workflow — audit trails, disclosure management, and regulatory reporting are automated. Performance analytics provide TWRR, XIRR, CAGR, Sharpe ratio, and benchmark tracking. The white-label mobile app lets advisors present a professionally branded experience to subscribers. Pricing starts from INR 2,999 per month with no hidden fees.
The best platform combines portfolio management, trade execution, compliance, and client experience in one system. It should be built for Indian regulations, integrated with Indian brokers, and priced for practices of all sizes — not just enterprise firms.
From model portfolio creation to automated rebalancing, from multi-broker execution to client notifications, from KYC onboarding to SEBI compliance reporting — AlphaQuark eliminates the need for multiple disconnected tools.
Track portfolio performance with TWRR, XIRR, CAGR, Sharpe ratio, and maximum drawdown. Benchmark against Nifty 50 and Nifty 500. Share verified performance track records with prospective subscribers.
Plans start from ₹2,999/month with all core features included. No hidden fees, no revenue sharing, no minimum AUM requirements. Scale from a solo RA practice to a multi-advisor firm on the same platform.