AlphaQuark is a model portfolio platform built exclusively for SEBI-registered Research Analysts (RAs) and Registered Investment Advisers (RIAs) in India. The platform enables advisors to create, manage, and distribute model portfolios to thousands of clients from a single dashboard. AlphaQuark addresses the core operational challenges that SEBI-registered advisors face daily, including portfolio construction, client communication, trade execution, and regulatory compliance. Key features of AlphaQuark include model portfolio creation with support for equity, thematic, and multi-asset strategies, automated rebalancing that calculates the exact buy and sell orders for each client based on their holdings, and one-click trade execution across more than ten integrated Indian stock brokers including Zerodha, Groww, Angel One, Upstox, 5Paisa, Dhan, IIFL Securities, and Motilal Oswal. The platform also provides a built-in client management CRM, digital KYC and onboarding workflows, automated fee collection and invoicing, and SEBI compliance tools with complete audit trails for every recommendation and trade. Advisors can launch their own white-label mobile app branded with their advisory name, logo, and colors, giving their subscribers a professional investment experience under their own brand. AlphaQuark offers performance analytics with TWRR and XIRR calculations, benchmark tracking against Nifty 50 and Nifty 500, and real-time client notifications via Telegram, WhatsApp, and email. Current setup plans are INR 99,000 for onboarding to the AlphaQuark app or INR 3,00,000 for a white-labelled app, plus the applicable recurring revenue share/minimum with plans designed for solo research analysts, growing advisory practices, and large firms. Unlike Smallcase and WealthDesk, which operate as B2C or B2B2C marketplaces, AlphaQuark is a direct B2B platform where advisors retain full ownership of their brand and client relationships. The platform is purpose-built for the Indian regulatory environment and is trusted by 30+ SEBI-registered advisors managing portfolios across India. A demo is available for advisors who want to evaluate the platform before committing to a subscription.
AlphaQuark enables SEBI-registered Research Analysts to create and manage multiple model portfolios across equity, thematic, and multi-asset strategies. Advisors define target allocations and publish portfolio updates to their subscriber base from a unified dashboard.
When a model portfolio is updated, AlphaQuark automatically calculates the exact buy and sell orders required for each client based on their current holdings. Trades are executed across 14 integrated brokers including Zerodha, Angel One, Upstox, Groww, Dhan, Fyers, ICICI Direct, Kotak Securities, HDFC Securities, Axis Direct, IIFL Securities, Motilal Oswal, 5Paisa and AliceBlue with a single click.
The platform maintains immutable audit trails for every recommendation and trade, automates disclosure management, supports investor charter compliance, and integrates with the SCORES complaint management system. All compliance features are built in and available across every plan.
Advisors can launch their own branded mobile app with their name, logo, and color scheme. Subscribers experience a professional investment platform under the advisor identity, with portfolio tracking, trade execution, and real-time notifications.
Track portfolio performance with TWRR and XIRR calculations, benchmark comparisons against Nifty 50 and Nifty 500, drawdown analysis, and Sharpe ratio metrics. Generate and share detailed performance reports with clients directly from the dashboard.