SEBI Registered Investment Advisers (RIAs) in India operate under a fee-based advisory model with fiduciary obligations to their clients. Running an RIA practice requires managing client portfolios, calculating and executing rebalancing trades, maintaining SEBI compliance records, onboarding new clients with KYC verification and risk profiling, collecting advisory fees, and communicating portfolio updates. AlphaQuark provides purpose-built software that addresses each of these RIA workflows. The platform enables RIAs to create model portfolios with defined target allocations across equity and thematic strategies. When a portfolio is updated, automated rebalancing calculates the exact buy and sell orders needed for each individual client based on their current holdings. Trade execution is integrated with more than ten Indian stock brokers, including Zerodha, Angel One, Groww, Upstox, 5Paisa, Dhan, IIFL Securities, and Motilal Oswal, allowing clients to execute recommended trades with a single click. SEBI compliance is automated throughout the platform with immutable audit trails for every recommendation and trade, disclosure management, investor charter compliance, and SCORES integration. Client onboarding includes digital KYC verification, risk profiling questionnaires, and electronic agreement signing. Advisory fee collection and invoicing are built into the subscription management system. RIAs can launch a white-label mobile app branded with their practice name, logo, and colors, giving clients a professional investment experience. Performance reporting includes TWRR, XIRR, benchmark comparisons, and drawdown analysis. Pricing starts at INR 2,999 per month with plans scaled for solo RIAs, growing practices, and multi-advisor firms.
AlphaQuark supports the complete RIA workflow: model portfolio creation, per-client rebalancing, multi-broker trade execution, fee-based subscription management, digital KYC onboarding, risk profiling, and SEBI compliance automation. Every feature is designed for the fee-based advisory model.
RIA clients use various brokers. AlphaQuark integrates with Zerodha, Angel One, Groww, Upstox, 5Paisa, Dhan, IIFL, and Motilal Oswal, enabling one-click execution regardless of which broker a client uses. No need to turn away clients based on broker preference.
SEBI RIA regulations require audit trails, disclosure management, investor charter compliance, KYC verification, and complaint resolution through SCORES. AlphaQuark automates all of these requirements, keeping your practice inspection-ready at all times.
Launch a white-label mobile app with your RIA practice branding. Manage advisory fee collection and invoicing through built-in subscription management. Provide clients with portfolio tracking, performance reports, and trade execution under your own brand.