--- title: "RupeeCase Solutions | Institutions, Family Offices, HNIs" description: "Systematic index investing for institutions, family offices, UHNI, HNI and retail investors in India. Your demat, your broker, one fee per rebalance." source_url: "https://www.rupeecase.com/solutions" --- India's first systematic investing terminal # One engine. Every investor. Institutional grade index algos for wealth creation: for institutions, family offices, UHNI and HNI investors, and retail investors. * **4**audiences, one engine * **0.2%**per rebalance, nothing else * **Your demat**always your own account [Sign up for RupeeCase](https://invest.rupeecase.com/signup)Find your door 01The same engine ## Shaped to you. Run like an index. Published rules, your custody, every order and fill on record, whoever you are. 02Everyone ## What every account gets. **18**index algoseach a published rule **Your demat**your custodyshares in your own name **0.2%**of traded valueper rebalance, nothing else **Tick by tick**orders and fillsevery one on record **Smart ledger**every rupeein and out, dated **Analysis**on your resultrisk, rolling, drawdowns 03Who gets what ## Choose your door. [01InstitutionsSystematic Indian equity, on your own books.Open](/solutions/institutions) [02Family officesTailored to the family. Run like an index.Open](/solutions/family-offices) [03UHNI and HNIThe PMS playbook, without the PMS fee.Open](/solutions/hni) [04RetailInstitutional rules, from ₹26,000.Open](/solutions/retail) Institutions 04Institutions ## Systematic Indian equity, on your own books. Treasuries, insurers, corporates and asset owners who need rules they can audit. * **Published rules** and a full model back test after costs, before you commit. * **Your custody.** Positions in your own demat and broker accounts. * **Every order and fill** on record, for audit and the committee. * **Research access** as the research module opens. [Talk to us](mailto:tanmay@rupeecase.com?subject=RupeeCase%20for%20institutions)[Institutions, in depth](/solutions/institutions) Family offices 05Family offices ## Tailored to the family. Run like an index. Index algos shaped to your universe, constraints, cadence and tax position. * **Tailored rules:** exclusions, concentration limits and cadence set to the mandate. * **Several accounts,** one ledger across them. * **Pledge for margin** at your broker, and trade on your own. * **A direct line** to the people who build the models. [Discuss a tailored mandate](mailto:tanmay@rupeecase.com?subject=RupeeCase%20for%20family%20offices)[Family offices, in depth](/solutions/family-offices) UHNI and HNI 06UHNI and HNI ## The PMS playbook, without the PMS fee. For investors who meet a ₹50 lakh PMS minimum but would rather own the shares and read the rule. * **Shares in your name,** in your own demat. * **0.2% of traded value,** no AUM fee, no profit share. * **Combine strategies** into a core and satellites across risk bands. * **Smart ledger and analysis** on your actual result from day one. [RupeeCase vs PMS](/vs/pms)[UHNI and HNI, in depth](/solutions/hni) Retail 07Retail ## Institutional rules, from ₹26,000. For investors and traders across Bharat who want a better index in their own broker account. * **4,752 active users** in 3.5 months, and growing. * **Paper trade first,** then go live with 5paisa, Zebu or Arrow. * **Risk profile** to find the strategies within your risk envelope. * **70 free modules** and the podcast archive. [Sign up for RupeeCase](https://invest.rupeecase.com/signup)[Retail, in depth](/solutions/retail) 08Questions ## Solutions, answered. Who RupeeCase serves and how. ### Who is RupeeCase for? Institutions, family offices, UHNI and HNI investors and retail investors on NSE and BSE. The same institutional grade index algos run for each, in the investor's own broker account, for one fee per rebalance. ### What does a family office get? Tailored index algos: the rule, universe, constraints and cadence set to your mandate, run in your own accounts with every order and fill on record. Contact tanmay@rupeecase.com. ### How is RupeeCase priced for each audience? The same way for everyone: 0.2% of traded value per rebalance, like brokerage, and nothing else. No subscription, no AUM fee, no performance fee. ### Do I need a minimum amount? Each strategy has a published minimum because it holds whole shares, from ₹26,000 to ₹3,02,000 in the lineup of 17 Jul 2026. There is no minimum to open an account. 09Next ## Go deeper. [The engineAI optimised, tick by tickOpen](/technology) [Versus funds, PMS and AIFCost, custody and taxOpen](/vs/) [Research, comingFor qualified investorsOpen](/research) [PricingOne fee per rebalanceOpen](/pricing) Explore next ## Where to go next. * [ProductThe terminal, a product tourCompare, back test and invest in one place](/terminal) * [AboutAbout Tanmay Kurtkoti and RupeeCaseThe founder, the firm and the record](/about) * [TechnologyHow the index engine worksFrom research to a frozen, published rule](/technology) * [VersusRupeeCase vs PMSA PMS alternative without the Rs 50 lakh door](/vs/pms) ## Institutional engine. Your account. [Sign up for RupeeCase](https://invest.rupeecase.com/signup)[Talk to us](mailto:tanmay@rupeecase.com?subject=RupeeCase%20solutions) Pledging and margin are broker facilities and carry risk. User count as reported by RupeeCase for its beta. RupeeCase is a technology platform operated by QC Alpha Technologies Pvt Ltd. It is not a mutual fund, a PMS, an AIF or a SEBI registered investment adviser. Research by QC Alpha Research Pvt Ltd, SEBI research analyst registration pending. Trades execute through your own SEBI registered broker. Investments in securities markets are subject to market risks. Nothing here is investment advice. Photography: Skyline pic Mumbai by webhishek, [CC BY 2.0](https://creativecommons.org/licenses/by/2.0/); NSE Exchange Plaza by KirtiKakad, [CC BY-SA 4.0](https://creativecommons.org/licenses/by-sa/4.0/); BSE Building Front Side by Pradeep717, [CC BY-SA 4.0](https://creativecommons.org/licenses/by-sa/4.0/); Crawford Market 01 by Bernard Gagnon, [CC BY-SA 4.0](https://creativecommons.org/licenses/by-sa/4.0/); Batelco Network Operations Centre (NOC) by Masdestructive, [CC BY-SA 3.0](https://creativecommons.org/licenses/by-sa/3.0/); Bandra-Worli Sea Link night by seanpinto, [CC BY-SA 2.0](https://creativecommons.org/licenses/by-sa/2.0/); Coastal road, Mumbai, in the evening light. November 2025 by Qiw007, [CC BY 4.0](https://creativecommons.org/licenses/by/4.0/); Video wall with Goddard Logo by Innoface Systems, [CC BY-SA 4.0](https://creativecommons.org/licenses/by-sa/4.0/); Coastal Road (Mumbai), by night by Qiw007, [CC BY 4.0](https://creativecommons.org/licenses/by/4.0/); other photographs CC0, public domain or our own, regraded; device screens show the RupeeCase app on sample data. Full list: [credits](/instiv2/credits.json).