Registered Investment Advisers in India manage client portfolios under the SEBI Investment Adviser Regulations 2013, which require comprehensive documentation, suitability assessments, and fiduciary responsibility. Unlike Research Analysts who provide general recommendations, RIAs must tailor advice to individual client financial situations and goals. This creates unique operational demands that generic portfolio tools cannot address. AlphaQuark RIA portfolio management software is built for these requirements. RIAs can create model portfolios across equity, thematic, and multi-asset strategies, with the platform calculating individualized trades for each client based on their specific holdings and investment amount. Automated rebalancing ensures all client portfolios stay aligned with the target allocation without manual calculation. Trade execution is handled through direct integration with more than ten Indian brokers including Zerodha, Angel One, Groww, Upstox, 5Paisa, Dhan, IIFL Securities, and Motilal Oswal. Clients link their existing accounts and execute trades with a single click. The platform provides institutional-grade analytics including XIRR, CAGR, Sharpe ratio, maximum drawdown, and benchmark tracking against Nifty 50 and Nifty 500. Client management features include digital KYC, suitability assessment questionnaires, electronic agreement signing, subscription management, and automated invoicing. SEBI compliance automation maintains audit trails for all recommendations, tracks consent records, generates regulatory reports, and supports annual compliance audits. The white-label mobile app option allows RIAs to present a professionally branded client experience.
Create model portfolios with target allocations and strategy rationale. Automated rebalancing calculates individualized trades for each client based on their specific holdings and investment amount. Manage multiple strategies from a single dashboard.
Suitability assessment questionnaires, client consent capture, audit trails for all advice, and regulatory reporting meet SEBI IA Regulations 2013 requirements. Documentation is automated as part of the daily workflow.
Track performance with XIRR, CAGR, Sharpe ratio, maximum drawdown, and benchmark comparison. Generate detailed client reports showing portfolio attribution, sector allocation, and risk-adjusted returns.
Execute rebalancing trades across 10+ Indian brokers with a single click. Clients trade through their own linked accounts. Unified portfolio analytics across all broker connections provide a complete view.