An investment advisory platform differs fundamentally from a simple portfolio tracker or stock screener. While portfolio trackers help investors monitor their existing holdings, an advisory platform supports the complete advisory workflow that SEBI-registered Research Analysts and RIAs need to run their practices. This includes creating and managing model portfolios, calculating rebalancing trades for individual clients, executing those trades across multiple brokers, onboarding new clients with KYC and risk profiling, managing subscriptions and fee collection, maintaining SEBI compliance records, and communicating portfolio updates to subscribers. AlphaQuark is built as an end-to-end investment advisory platform that covers every stage of this workflow. Advisors create model portfolios with defined target allocations across equity and thematic strategies. When a portfolio is updated, the platform automatically calculates per-client buy and sell orders based on each subscriber current holdings. Trade execution integrates with more than ten Indian stock brokers including Zerodha, Angel One, Groww, Upstox, 5Paisa, Dhan, IIFL Securities, and Motilal Oswal. Client onboarding is fully digital with KYC verification, risk profiling questionnaires, electronic agreement signing, and subscription management. SEBI compliance is automated with immutable audit trails for every recommendation and trade, disclosure management, investor charter compliance, and SCORES integration. Performance analytics include TWRR and XIRR calculations, benchmark tracking against Nifty 50 and Nifty 500, drawdown analysis, and Sharpe ratio metrics. Multi-channel notifications via Telegram, WhatsApp, email, and in-app push keep subscribers informed. The platform also provides a white-label mobile app branded with the advisor identity, creating a professional client experience. Pricing starts at INR 2,999 per month.
Portfolio trackers monitor existing holdings. An advisory platform supports the full workflow: model portfolio creation, per-client rebalancing, multi-broker execution, client onboarding, compliance automation, and subscriber communication. AlphaQuark covers all of these in one integrated system.
From creating model portfolios to executing trades to collecting advisory fees, AlphaQuark manages the complete advisory lifecycle. Advisors define strategies, publish updates, and the platform handles rebalancing calculations, trade execution, notifications, and compliance documentation.
Digital KYC onboarding, risk profiling, subscription management, and automated invoicing streamline client operations. SEBI compliance with audit trails, disclosure management, and SCORES integration ensures regulatory adherence across all advisory activities.
Whether managing 10 clients or 1,000, the platform scales with your practice. Multi-broker execution, automated rebalancing, and batch operations ensure that growing subscriber counts do not increase operational complexity proportionally.