Software for SEBI-registered research analysts should handle model portfolios, recommendations to subscribers, per-client rebalancing, execution through each client's broker, KYC onboarding and a time-stamped audit trail. AlphaQuark covers all of these in one platform, executes across 14 Indian brokers, and starts from ₹99,000 setup.
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| Built for | SEBI-registered Research Analysts (RAs), Investment Advisers (RIAs), sub-brokers and Authorised Persons |
|---|---|
| Brokers supported | 14: Zerodha, Angel One, Upstox, Groww, Dhan, Fyers, ICICI Direct, Kotak Securities, HDFC Securities, Axis Direct, IIFL Securities, Motilal Oswal, 5Paisa and AliceBlue |
| Compliance | Time-stamped audit trail of every recommendation and trade, disclosures, investor charter, SCORES, PaRRVA-ready records |
| Analytics | TWRR, XIRR, benchmark vs Nifty 50 / Nifty 500, drawdown |
| Setup pricing | ₹99,000 onboarding to the AlphaQuark app, or ₹3,00,000 for a white-labelled app, plus the applicable recurring revenue share/minimum |
SEBI-registered Research Analysts in India operate under a specific regulatory framework that requires them to maintain detailed records of every recommendation, disclose conflicts of interest, follow investor charter guidelines, and respond to complaints through the SCORES system. Running an RA practice also involves constructing and maintaining model portfolios, communicating buy and sell recommendations to subscribers, executing trades across multiple broker platforms, onboarding new clients with proper KYC documentation, and tracking portfolio performance over time. AlphaQuark is purpose-built software that addresses each of these requirements in a single integrated platform. For portfolio management, Research Analysts can create multiple model portfolios across equity, thematic, sectoral, and multi-asset strategies. The platform supports target allocation management, stock screening, and automated rebalancing that calculates the exact trades needed for each subscriber account. Trade execution is handled through direct integration with 14 Indian stock brokers, including Zerodha, Angel One, Upstox, Groww, Dhan, Fyers, ICICI Direct, Kotak Securities, HDFC Securities, Axis Direct, IIFL Securities, Motilal Oswal, 5Paisa and AliceBlue. Subscribers link their existing broker accounts and execute recommended trades with a single click. The client management module provides digital KYC verification, risk profiling questionnaires, electronic agreement signing, subscription management, and automated invoicing. New subscribers can be onboarded in minutes rather than days. SEBI compliance features include automated audit trail generation for every recommendation and trade, disclosure management, investor charter compliance tracking, and SCORES integration for complaint handling. All records are maintained with timestamps and immutable logs suitable for regulatory inspection. Performance analytics include TWRR and XIRR return calculations, benchmark tracking against Nifty 50 and Nifty 500, drawdown analysis, and detailed reporting that can be shared with subscribers. AlphaQuark also offers a white-label mobile app so that Research Analysts can present a professionally branded experience to their subscribers. The platform serves solo RAs, multi-advisor practices, and large advisory firms with pricing starting from INR 99,000 onboarding or INR 3,00,000 white-label setup.
AlphaQuark provides purpose-built software covering the entire workflow of a SEBI Research Analyst — from creating model portfolio recommendations to executing trades, managing clients, and maintaining regulatory compliance.
Create model portfolios with target allocations, publish recommendations to subscribers, and trigger automated rebalancing. The platform calculates individual client trades and distributes updates via Telegram, WhatsApp, and email.
Execute rebalancing trades across 14 integrated Indian brokers with a single click. Supported brokers include Zerodha, Angel One, Upstox, Groww, Dhan, Fyers, ICICI Direct, Kotak Securities, HDFC Securities, Axis Direct, IIFL Securities, Motilal Oswal, 5Paisa and AliceBlue.
Audit trails for every recommendation, automated disclosures, investor charter compliance, SCORES integration, and digital KYC ensure full SEBI regulatory adherence without manual effort.
Choose software that covers model portfolios, per-client rebalancing, execution through clients' own brokers, KYC onboarding and a time-stamped audit trail. AlphaQuark does all of this, with 14 brokers and a white-label app option.
You need SEBI RA registration, a published methodology and disclosures, and a way to deliver portfolios and updates to paying subscribers with records of each recommendation. On AlphaQuark you create the portfolio, publish updates, and subscribers execute through their own broker.