Wealth managers in India serve high-net-worth and affluent clients who expect personalized portfolio strategies, professional reporting, and seamless execution. Managing these expectations at scale requires technology that goes beyond spreadsheets and basic portfolio trackers. AlphaQuark provides wealth management software designed for the Indian market, enabling wealth managers to create curated model portfolios across equity and thematic strategies, automate rebalancing calculations for each individual client based on their current holdings, and execute trades across more than ten integrated brokers including Zerodha, Angel One, Groww, Upstox, 5Paisa, Dhan, IIFL Securities, and Motilal Oswal. The platform includes a client management CRM that stores client profiles, investment preferences, risk assessments, communication history, and subscription details in one place. Digital onboarding with KYC verification and risk profiling questionnaires ensures every new client is properly assessed before receiving recommendations. Compliance automation maintains audit trails for all recommendations and trades, generates required disclosures, and supports regulatory reporting requirements. Wealth managers can present a premium brand experience through a white-label mobile app carrying their firm name, logo, and colors. Clients use this branded app to track their portfolios, view performance analytics including TWRR, XIRR, and benchmark comparisons, and execute trades with a single click. Performance reporting with Sharpe ratio, drawdown analysis, and benchmark tracking against Nifty 50 and Nifty 500 helps wealth managers demonstrate value to their clients. Pricing starts at INR 2,999 per month, making professional-grade wealth management technology accessible to practices of all sizes.
Create model portfolios across equity and thematic strategies with defined target allocations. When portfolios are updated, automated rebalancing calculates the exact trades needed for each client. Manage multiple portfolio strategies simultaneously from a single dashboard.
Store client profiles, investment preferences, risk assessments, and communication history in one system. Digital KYC verification, risk profiling questionnaires, and electronic agreement signing streamline the onboarding of new wealth management clients.
Execute rebalancing trades across 10+ Indian brokers with a single click. Track performance with TWRR, XIRR, Sharpe ratio, and drawdown analysis. Benchmark against Nifty 50 and Nifty 500. Generate detailed performance reports to share with clients.
Launch a white-label mobile app with your wealth management firm branding. Clients experience portfolio tracking, trade execution, and performance analytics under your brand, building trust and reinforcing your professional identity.