AlphaQuark integrates with Zerodha to enable SEBI-registered Research Analysts and RIAs to execute model portfolio rebalancing trades across their clients Zerodha accounts. Zerodha is India's largest discount broker, founded in Bangalore, with over 1.5 crore active users and the widely popular Kite trading platform. When an advisor updates a model portfolio on AlphaQuark, the platform calculates the exact buy and sell orders required for each client based on their current Zerodha holdings versus the target allocation. Clients who have linked their Zerodha demat and trading accounts to the AlphaQuark platform can review the recommended trades and execute them with a single click, without needing to log into Kite separately. The integration supports equity delivery orders for model portfolio rebalancing. Order status is tracked in real-time, and clients receive notifications via Telegram, WhatsApp, or email once their trades are placed. AlphaQuark maintains a complete audit trail of all trades executed through Zerodha, including order timestamps, execution prices, and quantities, ensuring full SEBI compliance documentation. For Research Analysts managing clients across multiple brokers, Zerodha is one of more than ten integrated brokers on the AlphaQuark platform. Advisors can serve clients regardless of which broker they use, with unified portfolio tracking and performance analytics across all broker accounts. The multi-broker approach means advisors never need to turn away subscribers because of their broker preference.
Clients link their Zerodha accounts to AlphaQuark through secure API authentication via the Kite Connect API. When an advisor triggers a model portfolio rebalance, the platform calculates per-client trades and sends orders directly to Zerodha for execution. No manual order entry required.
One-click trade execution for model portfolio rebalancing, real-time order status tracking, automated client notifications, complete SEBI audit trail documentation, and unified portfolio analytics across Zerodha and other broker accounts.
AlphaQuark integrates with 10+ Indian stock brokers including Upstox, Angel One, 5Paisa, Groww, and Dhan. Advisors can manage clients across all brokers from a single dashboard, with unified rebalancing and performance tracking.