India has a growing ecosystem of SEBI-registered Research Analysts and Registered Investment Advisers who provide model portfolio recommendations to retail investors. Managing these portfolios at scale presents significant operational challenges. Advisors must construct portfolios, calculate rebalancing trades for each individual client based on their current holdings, execute those trades across multiple stock brokers, maintain SEBI-mandated compliance records, and communicate updates to subscribers. Without dedicated technology, these tasks consume hours of manual effort every day and limit the number of clients an advisor can effectively serve. AlphaQuark is a model portfolio platform built specifically for the Indian advisory market. It addresses each of these challenges through an integrated software solution. Advisors can create model portfolios across equity, thematic, and multi-asset strategies, define target stock allocations and weightages, and publish updates to their subscriber base. When a portfolio is rebalanced, the platform automatically calculates the exact buy and sell orders required for each client account based on the difference between their current holdings and the updated model portfolio. This eliminates the need for manual spreadsheet calculations. Trade execution is integrated with more than ten Indian stock brokers, including Zerodha, Groww, Angel One, Upstox, 5Paisa, Dhan, IIFL Securities, and Motilal Oswal. Clients link their existing demat and trading accounts to the platform and can execute the recommended trades with a single click, without needing to log into separate broker terminals. SEBI compliance is automated throughout the workflow. The platform generates audit trails for every recommendation and trade, manages disclosures, supports investor charter requirements, and integrates with the SCORES complaint management system. Digital KYC verification, risk profiling questionnaires, and electronic agreement signing streamline the client onboarding process. Performance tracking includes TWRR and XIRR return calculations, benchmark comparisons against Nifty 50 and Nifty 500, maximum drawdown analysis, and Sharpe ratio metrics. Advisors can share detailed performance reports with clients directly from the dashboard. AlphaQuark also provides a white-label mobile app that carries the advisor brand identity, including their name, logo, and color scheme, so subscribers experience a fully branded investment platform. Pricing starts from INR 2,999 per month with plans for solo advisors, growing practices, and enterprise firms. Unlike B2C platforms such as Smallcase or B2B2C models like WealthDesk, AlphaQuark is a direct B2B platform where advisors retain complete ownership of their brand and client relationships. The platform is trusted by over 100 SEBI-registered advisors across India and offers a free demo for new advisors evaluating model portfolio management solutions.
Indian advisors must construct portfolios, calculate individual client rebalancing trades, execute across multiple brokers, maintain SEBI compliance records, and communicate updates to subscribers. Without dedicated technology, these tasks consume hours daily and limit client capacity.
When a model portfolio is updated, AlphaQuark calculates exact buy and sell orders for each client account based on their current holdings versus the updated target allocation. This eliminates manual spreadsheet calculations and reduces errors.
Trade execution is integrated with Zerodha, Groww, Angel One, Upstox, 5Paisa, Dhan, IIFL Securities, and Motilal Oswal. Clients link existing demat and trading accounts and execute recommended trades with a single click.
Automated audit trails, disclosure management, investor charter requirements, SCORES integration, digital KYC verification, and risk profiling questionnaires ensure full regulatory compliance for Research Analysts and RIAs operating in India.
Unlike Smallcase (B2C marketplace) or WealthDesk (B2B2C with revenue sharing), AlphaQuark is a direct B2B platform where advisors retain complete ownership of their brand and client relationships. Pricing starts from INR 2,999 per month with no hidden fees.