Pricing
For the 18 retail strategies, like brokerage: 0.2% of traded value, only when a rebalance trades. No subscription, no AUM fee, no profit share. In the published rebalance record that came to about 1.2% to 3.3% of capital a year, by strategy.
01On what trades
The fee is on the value that actually trades at a rebalance, never on the whole portfolio. If the holdings stay identical, the fee is zero.
0.2%
of traded value, per rebalance, on the 18 retail strategies. Nothing else.
Worked example
₹1,00,000 deployed, 30% trades₹30,000
× 0.2%, per rebalance₹60
× 13 rebalances a year₹780 0.78%
Brokerage and statutory charges go through your own broker, as with any trade. Institutions and family offices: tailored mandates with tickets from US$1 million, priced to each requirement. Talk to us.
30% of the portfolio trades. The fee is on that part only.
A year at 13 rebalances₹7800.78% of capital
Illustration. Turnover changes by strategy and by cycle; each strategy publishes its own cadence. In the published model rebalance record, the platform fee came to about 1.2% to 3.3% of capital in each strategy's latest year (Allcap about 2.2%, Nifty 50 Equal Weight under 0.1%), an estimate that varies year to year; each strategy page shows its own. You are only ever charged on the value that actually traded.
02In the app
Model returns are shown after estimated charges, the fee follows the turnover at each rebalance, and your own charges sit on the Ledger tab.
Screens from the RupeeCase app. Strategy figures are the published model figures of Energy Basket, back tested; ledger figures are a sample for illustration.
What it costs
4 chapters, 2:13, with voice and music
03Next to the alternatives
Typical yearly cost of a mutual fund, a PMS and a Category III AIF, beside RupeeCase at the settings you picked above.
Every difference, side by sideFund, PMS and AIF: typical rates, not any one manager; minimums are the SEBI floors. Brokerage and taxes are separate for all.
04Before it trades
The fee applies only when a rebalance executes in your own broker account, as one line on the contract note. Traded value counts both the buys and the sells; capital that does not trade is not charged. Screens on sample data.
05Questions
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.
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 and the grievance process.
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. More answers in the RupeeCase FAQ.
For the 18 retail strategies, 0.2% of traded value each time a strategy rebalances, and only when trades execute. No subscription, no AUM fee, no performance fee. Brokerage and statutory charges go through your own broker at standard rates.
Tailored mandates for institutions and family offices, with tickets from US$1 million. Structure, reporting and pricing are set to each requirement. Speak to us at tanmay@rupeecase.com, or see institutions and family offices.
No. The stocks sit in your own demat account, so you can add capital, withdraw or pause whenever you want, subject to normal broker settlement. No entry load, exit load or early exit penalty.
The fee applies only to the rupee value of shares that actually trade at a rebalance, not to your whole portfolio. If 30% of ₹1,00,000 trades, that is ₹30,000, so that rebalance costs ₹60. If nothing trades, the fee is zero.
Yes, the ones your broker charges: brokerage, STT, stamp duty, exchange transaction charges, SEBI turnover fee and GST on brokerage. They are the same whether you run a RupeeCase strategy or trade by hand, and they appear on your contract note.
No. RupeeCase is a technology platform, not a fund or a PMS, and not a SEBI registered investment adviser or portfolio manager. You own the stocks in your own demat account through your broker.
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RupeeCase is operated by QC Alpha Technologies Pvt Ltd and is not a SEBI registered investment adviser or portfolio manager. SEBI Research Analyst registration is pending. Nothing here is personalised investment advice. For the complete cost picture see the Terms, the Disclaimers and the fee schedule in your broker contract note.