--- title: "RupeeCase | Systematic Investing Terminal for NSE and BSE" description: "India's first systematic investing terminal. Institutional grade index algos for wealth creation, held in your own demat. One fee per rebalance." source_url: "https://www.rupeecase.com/" --- 18 institutional grade index algos, live # India’s first systematic investing terminal. Pick one of 18 rules based indices on NSE and BSE. Your own broker places the orders and the shares stay in your demat. One fee per rebalance, like brokerage. Nothing else. [Sign up for RupeeCase](https://invest.rupeecase.com/signup) Watch the 2 minute walkthrough An index you can actually own. * Model figures as of 27 Apr 2026 · Every rebalance published on its date * You own every share, in your own demat. Not a fund. Not a PMS. Not advice. * [Every podcast prediction, graded at settlement](/track-record) * [New to it? 11 paths, 70 modules. Free](/learn/) Scroll to peel 01Marketplace and research ## Every strategy, in your hand. Read the record before you invest: model history against the Nifty 50, every drawdown, the holdings and the rebalance calendar, on one page. * **After charges**model returns, labelled as model * **Risk meter**on every strategy card * **Basic or Advanced**the essentials, or every figure * **Holdings**every stock and weight * **Factsheet**one page, ready to share Open one:[Allcap](/strategies/allcap)[Midcap](/strategies/midcap)[Dynamic Asset Allocator](/strategies/dynamic-asset-allocator)[All 18 in one table](/strategies/#sxTable) 02The terminal ## A terminal, not a fund. Research, invest, rebalance and track from one desk. The screens here are the product, on sample data. 03Your portfolio ## Your money, from day one. Actual value, profit and every order since the day you invested. Never a back test dressed as your result. * **Live prices**holdings valued as they trade * **Money in and out**every rupee, dated * **Rebalances**on a calendar, one tap Executes on through SEBI registered brokers Your broker *Live* **Zb**Zebu*Live* **Ar**Arrow*Live* **Kt**Kotak Securities*Soon* *Soon* **A1**Angel One*Soon* 04Custody ## Your money never leaves your broker. RupeeCase sends the model portfolio as signals. It never holds your money or your shares. You approve, your broker places the orders on NSE and BSE, and the shares settle in your own demat, in your name. * Money and shares * Orders and fills * Signals only [Sign up for RupeeCase](https://invest.rupeecase.com/signup)[How it works, step by step](/getting-started) 05How it works ## Rules in. Orders out. 1. **01**Rules, not opinionsEvery strategy ranks its universe by fixed rules and holds the top names. 2. **02**Rebalanced on a calendarOn each date, what came in, what went out and what stayed is published. 3. **03**One fee, when it trades0.2% of traded value, per rebalance. No subscription, no AUM fee. 4. **04**You approve, your broker executesThe real rebalance screen, on sample data. Watch the walkthrough Rules rank the universe. The top names make the portfolio. 1. *01***Universe**Nifty Total Market 2. *02***Ranked by rules**Same rules, every time 3. *03***50**Stocks held MomentumMulti assetFactorResearch Lab Momentum, factor and multi asset rules across largecap, midcap, smallcap, microcap and thematic baskets, run the same way every time. Every holding, every rebalance and every rule is published. On every date: in, out and held. What came in, what went out and what stayed, on the date it happened. Replayed here from the published record. 0.2% of traded value. Only when a strategy trades. RupeeCase1.2 to 3.3% Mutual fund0.3 to 2.5% PMS2% + 20% AIF~2% + 20% RupeeCase: 0.2% of traded value, worked out from each strategy’s published rebalance record for the latest year: about 1.2% to 3.3% of capital, Allcap about 2.2%, Nifty 50 Equal Weight under 0.1%. Turnover varies year to year. Others: typical ranges per year; PMS and AIF (Category III) add about a 20% profit share, with minimums of ₹50 lakh and ₹1 crore. Brokerage and taxes are separate, via your broker. You approve. Your broker places the orders. 06The record ## Every line, drawn from the record. Monthly model values for all 18 strategies since 2021, from the same files the strategy pages publish. Hover any month. Indices live **18** Every one with its rule, record and rebalance dates Lowest entry **₹22,000** 5Paisa Focused Alpha 5. Highest: ₹4,75,912, 8 Aug 2026 Highest back test CAGR **54.1%** Model, back tested Per trade **0.2%** Of traded value. Only fee. Only when it trades Every rebalance, in the open. [See the 18 strategies](/strategies/)[Compare them side by side](/compare) Every index, its own page * [5Paisa Focused Alpha 5](/strategies/5paisa-focused-alpha-5) * [Midcap Smallcap](/strategies/midcap-smallcap) * [Allcap](/strategies/allcap) * [Large Cap Multi Asset](/strategies/largecap-multi-asset) * [Allcap Multi Asset](/strategies/allcap-multi-asset) * [TotalMarket Hybrid](/strategies/totalmarket-hybrid) * [Midcap](/strategies/midcap) * [Smallcap](/strategies/smallcap) * [Microcap](/strategies/microcap) * [Large Mid Multi Asset](/strategies/largemid-multi-asset) * [Large Midcap](/strategies/large-midcap) * [Large Mid Hybrid](/strategies/large-mid-hybrid) * [Focused Largecap 20](/strategies/focused-largecap-20) * [Energy Basket](/strategies/energy-basket) * [Healthcare Basket](/strategies/healthcare-basket) * [Largecap Hybrid](/strategies/largecap-hybrid) * [Nifty 50 Equal Weight](/strategies/nifty-50-equal-weight) * [Dynamic Asset Allocator](/strategies/dynamic-asset-allocator) [Compare all 18 in one table](/strategies/#sxTable) 07Who it is for ## One engine. Every kind of wealth. The same index algos and the same single fee, from a first portfolio to a family office. [TailoredInstitutionsIndex algos and research, set up for your mandate.](/solutions/institutions) [TailoredFamily officesA tailored mix of indices, one ledger for every account.](/solutions/family-offices) [UHNI and HNIInstitutional grade rules, without a PMS ticket or lock in.](/solutions/hni) [RetailFrom ₹22,000, in your own demat.](/solutions/retail) 08Why systematic ## The data speaks. 1. **01**Most active funds trail the indexSPIVA India 2024, large cap funds against their benchmark. 2. **02**Only 10 of 50 survivedThe Nifty 50 of 1996, still in the index today. 3. **03**Human or systemGuesswork and fees, or rules defined upfront. 4. **04**A plain index, or a better ruleChosen by size, or by a published rule. 5. **05**Try it: the momentum raceRank by recent strength, hold the top ten, swap the laggards. Most active large cap funds failed to beat their index. **60%** failed in 1 year **75%** failed over 3 years **93%** failed over 5 years **87.7%** of individual F&O traders lost money in FY26 Sources: S&P Global SPIVA India Scorecard 2024 (active large cap funds); SEBI study of August 2026 (F&O, FY26). 50 companies started. Only 10 survived. Still in the Nifty HDFC BankRelianceL&TTata MotorsSBIITCTata SteelHULDr. Reddy'sGrasim Replaced, among 40 Yes BankSuzlonJP Assoc.UnitechIFCIMTNLSatyam Size alone is not a rule. 40 of India's largest were quietly replaced. Rules defined upfront. Zero emotion. Human fund manager Guesses which stocks to buy Panics in downturns Charges 1 to 2% every year A black box Systematic index Rules defined upfront, never change Zero emotion, zero panic 0.2% of traded value, per rebalance Fully transparent SPIVA India 2024: 85%+ of large cap funds trailed the index over 10 years. Change the rule, change the result. A plain indexA RupeeCase index **Chosen by**Company sizeA published quantitative rule **Changes**Twice a yearA fixed short cycle, every rebalance logged **Who holds it**A fund, you hold unitsYou, in your own demat **Costs**A yearly fee on the whole amount0.2% of traded value, only when it trades Superior means the rule beat the plain index over its published back test window, with brokerage, STT, exchange charges and GST deducted. Rank by momentum. Hold the top ten. Swap the laggards. RebalanceLap 1An illustration of the idea, with made up scores. Not a strategy or a recommendation. 09The wealth creation engine ## Invest, pledge, track, analyse. One terminal. Recorded from the RupeeCase terminal on sample data. Not a render, not a mock up. Pick a screen; tap any still below to open it large. Smart ledger Marketplace Allcap Asset Allocator Invest Filters Portfolio Rebalance * **Pledge for margin**Your index holdings stay invested in your demat and, pledged via your broker, back the margin you trade with on your own. * **Portfolio analysis**Composition, risk and profit, from the day you invested. * **Order tracking**Every order sent to your broker, with its fill. * **Smart ledger**Every rupee in and out, dated, across every account. **01**The lineup **02**Table view **03**Compare **04**Holdings **05**Rebalance **06**Ledger **07**Model holdings **08**Research lab **09**On a phone Screens are from the live terminal with a demo account. Light and dark follow your theme. Figures shown come from the same data as the index pages. 10See it work ## Your money stays in your demat. Watch it. A screen recording of the RupeeCase app, chapter by chapter: you log in with your own broker, RupeeCase reads the cash there, Live orders wait for your consent, and the orders and shares sit at your broker. You log in with your broker account, here 5paisa.Your money stays in your demat 5 chapters, 0:50, no sound 1. [Chapter 1Log in with your broker0:06](/instiv2/media/wt3/money-in-demat-login-phone-dark-v3.mp4) 2. [Chapter 2Your broker on the Dashboard0:11](/instiv2/media/wt3/money-in-demat-broker-phone-dark-v3.mp4) 3. [Chapter 3Live orders need your consent0:13](/instiv2/media/wt3/money-in-demat-consent-phone-dark-v3.mp4) 4. [Chapter 4Orders and holdings at your broker0:12](/instiv2/media/wt3/money-in-demat-orders-phone-dark-v3.mp4) 5. [Chapter 5Is my money safe?0:09](/instiv2/media/wt3/money-in-demat-safe-phone-dark-v3.mp4) Steps in this video 1. You log in with your broker account, here 5paisa. 2. Your broker account groups its portfolios on the Dashboard. 3. Fetch reads the cash available at your broker. 4. Invest opens the sheet with the minimum as the amount. 5. Live places real orders in your own broker account. 6. No order goes out until you accept the consent text. 7. Orders lists what is open at your broker. 8. Holdings lists the shares this portfolio holds in your account. 9. The guide answers the question in plain words. 10. RupeeCase never holds your money. Cash and shares stay with your broker. Recorded from the RupeeCase app with a sample investor. Strategy figures are the published model figures, back tested; cash and portfolio figures are a sample for illustration. 11The journey ## Compare. Validate. Invest. Every index side by side with a mutual fund, a PMS or an AIF; every month of the model read before you put in a rupee; then the index, in your own demat. An index, a mutual fund, a PMS or an AIF. RupeeCase indexMutual fundPMSAIF **Minimum**from ₹22,000low₹50 lakh₹1 crore **Cost**0.2% of traded value0.3 to 2.5% a year2% + 20%~2% + 20% **Who holds it**You, your dematThe fundYour demat, managedThe fund **Rules**PublishedManager's callManager's callManager's call **Lock in**NoneVariesVariesOften years Typical figures for each category. Minimums for PMS and AIF as set by SEBI. Read every month before you put in a rupee. Then invest in the index, from your own broker. An algo, packaged like an index, in your own demat. Optimised by machines. Run as fixed rules. 1. *01***Market data**NSE, BSE 2. AI and machine learning 3. *02***Published rule**Runs the index Models tuned and tested on NSE and BSE data, then frozen into published rules. The optimisation happens before launch. What runs is a fixed, published rule: the same every time. Every order. Every fill. Every tick. Orders and fills published tick by tick. Nothing hidden. A replay of a published rebalance record; prices and quantities are illustrative. Hedging, analysis and research. [F&O hedgingOnly as insurance for your portfolio.Soon](/hedging) [AnalysisDeeper reads on every index and holding. Today: which index holds each stock.Soon](/stocks/) [Research moduleFor qualified investors and institutions.Soon](/solutions/institutions) 12Index finder ## Which index is right for me? 3 quick questions. A starting point to explore from the 18, not advice. [Want the full assessment?28 questions. 10 sections. About 6 minutes. No signup. Your answers stay in this browser.](/risk-profile) Or start from an idea:[Nifty 50 Equal Weight](/strategies/nifty-50-equal-weight)[Allcap Multi Asset, with gold and debt](/strategies/allcap-multi-asset)[Largecap Hybrid, with debt](/strategies/largecap-hybrid)[Microcap, the smallest companies](/strategies/microcap)[Energy Basket, one sector](/strategies/energy-basket) 1 of 3 13Reviews ## 4,752 and growing. 59 reviews. 51 five star. In their own words, from the community. Avatars show initials; names are as given by the reviewers. * **4,750+**community members * **15K+**followers on X **Tanmay Kurtkoti**Founder and CEO, QC Alpha 14Who built it ## Built by Tanmay Kurtkoti and QC Alpha. “Institutional grade systematic investing, for anyone with a broker account.” 17 years in quantitative trading, HFT and fund management. The same rules based frameworks institutional desks have run for two decades, without the lock in or the lock out. * **17**years * **$75M+**managed * **5K+**mentored * **Moneycontrol**Featured interview * **AlphaTrade 2025, BSE Mumbai**Co-founded. Sold out. Kotak, 5paisa, Moneycontrol * **The Tanmay Edge**Podcast archive, 124 episodes * **QC Alpha Research**Momentum, ETF rotation, low vol, multi factor Research powered by QC Alpha Research (SEBI Research Analyst registration pending). A technology platform, not a fund, PMS or investment adviser. All trades execute through your own broker via official APIs. 15The curriculum ## 11 paths. 70 modules. Free. **1***Foundations***2***Systematic***3***Factors***4***Portfolio***5***Quant***6***Products***7***Macro***8***Behaviour***9***Business***10***Execution***11***Tax***12***Soon***13***Soon* [01Market FoundationsStart here if you have never read OHLC data or never calculated what a trade actually costs you after STT, brokerage, and GST.5 modules · ~60 min](/learn/path-1/module-1-1-how-indian-stock-markets-work) [02Systematic Investing FundamentalsThe case for rules over gut, with the math. What a factor actually is, which risk metrics matter, and what a backtest can and cannot prove.5 modules · ~75 min](/learn/path-2/module-2-1-why-rules-beat-gut-feeling) [03Factor Investing Deep DiveValue, Momentum, Quality, Size, Low Volatility. Eight modules of evidence for each factor in Indian markets, plus how to stack them without double-counting.8 modules · ~120 min](/learn/path-3/module-3-1-momentum-factor-deep-dive) [+8Eight more paths inside.From macro to tax.](/learn/) 16The Tanmay Edge archive ## Last 5 episodes, graded. **124**episodes, 16 Mar to 16 Sep 2026 **70%**hit rate, graded at NSE settlement Season 2 made specific, checkable predictions read from the F&O participant data, graded against NSE settlement data with no edits and no cherry picking. The archive now lives in Learn. [Apple Podcasts](https://podcasts.apple.com/us/podcast/the-tanmay-edge-indias-pre-market-edge-5-minutes/id1824088016) [Spotify](https://open.spotify.com/show/0F755kaD5hggGDjy26Sz33) [Amazon Music](https://music.amazon.in/podcasts/ad3cf28f-b232-4c34-8af1-a4e067f0cb5e/the-tanmay-edge-india's-pre-market-edge-every-trading-day) [YouTube](https://www.youtube.com/@RupeeCase) [Open the podcast archive](/podcast/) As of[Full scorecard](/track-record) Loading the graded episodes. Hit: green at 60% or more, amber at 40% or more, rose below. Half points count, so 4.5/5 is 90%. Range, VIX, pin level, ceiling and gate state, graded against NSE settlement. 17Questions ## Things investors actually ask. Straight answers to the eleven we hear most. About RupeeCase What is RupeeCase?RupeeCase is a systematic investing terminal built by QC Alpha Technologies Pvt Ltd. It runs 18 rules based indices on NSE and BSE: you pick an index, link your own broker, and the platform sends the orders each rebalance generates. It is a technology platform, not a fund or a PMS. Is RupeeCase SEBI registered?RupeeCase is a technology platform operated by QC Alpha Technologies. It is not a fund, a PMS or a SEBI registered investment adviser. A SEBI Research Analyst registration has been applied for via QC Alpha Research Pvt Ltd and is pending. Read the [disclaimers](/disclaimers) and the [grievance process](/grievance). How does rebalancing work?Each index re runs its rule on a fixed calendar, from every week to every 4 weeks. The platform shows the names going in and out, you approve the rebalance, and your broker places the orders. Every rebalance is published on its date in the [rebalance record](/rebalance/). More answers in the [RupeeCase FAQ](/faq). Getting started and safety How do I get started with RupeeCase?Create a free account at invest.rupeecase.com, take the risk profile, pick an index that fits your goal, and connect your broker. You can paper trade first and deploy real capital when ready. No subscription and no lock-in. Is my money safe with RupeeCase?RupeeCase never holds your money. It is a technology platform, not a fund or PMS. All trades execute through your own broker account via their official API. Your money stays in your brokerage account at all times. Markets still carry risk, so the value of your holdings can fall. Read more about investor protection at SEBI.gov.in. Can I lose money on RupeeCase?Yes. All investments carry risk. RupeeCase indices invest in equities which can lose value in downturns. Diversification and a fixed rebalancing schedule reduce single stock risk but do not remove market risk. Always invest only what you can afford to hold through market cycles. Can I withdraw anytime?Yes. No lock-in. Your capital is in your broker account. Add or withdraw with normal brokerage settlement. Pricing and platform What are the platform fees?0.2% on traded value, only when trades execute. No subscription, no AUM fee, no performance fee. What is the minimum investment?Minimums range from ₹22,000 (5Paisa Focused Alpha 5) to ₹4,75,912 (Dynamic Asset Allocator) depending on the index, published minimums as of 8 Aug 2026. Each index holds whole shares, so the figure moves with prices; the exact minimum is on each index card. What brokers are supported?5paisa, Zebu and Arrow are live today. Kotak Securities, Groww and Angel One are in integration. You keep your existing account; RupeeCase only sends the orders the rule generates. How do the backtests work?Each index rule is run on NSE BhavCopy prices from its back test start, with brokerage, STT, exchange charges and GST deducted. Figures are model, back tested, as of 27 Apr 2026; they are not actual client returns, and past performance does not guarantee future returns. QC Alpha · RupeeCase ## Own the index. Keep your broker. Free to start. 0.2% of traded value per rebalance, only when trades execute. Your capital stays in your own broker account. [Sign up for RupeeCase](https://invest.rupeecase.com/signup) [See the strategies](/strategies/) Light theme, at the desk. Tablet and phone, the same account.