For family offices, tailored
The family's mandate.
Run like an index.
Tailored index algos on NSE and BSE: the universe, exclusions, limits and cadence written to the family's mandate, run in each member's own account, and seen together in one ledger.
- Tailoredrule, universe, cadence
- Many accountsone consolidated view
- 0.2%per rebalance, nothing else
01Tailored
A mandate letter,
written as a rule.
Each line of the family's mandate becomes a parameter of an index algo, frozen and readable before a rupee moves. A direct line to the people who build the models.
The mandate saysThe rule sets
Large and mid sized companies only.
Universea published index, such as the Nifty LargeMidCap 250
Leave out the sectors we avoid.
Exclusionsnames removed before the ranking runs
No single bet too large.
Concentrationa cap per stock and per sector
Review it once a month.
Cadencea rebalance every 4 weeks
Mind the tax we pay.
Tax positionset with you in the design of the rule
An example mandate, for illustration. Every tailored rule is agreed with the family and back tested after costs first.
02Consolidation
Four accounts.
One view of the family.
Every account stays in its own name at its own broker. RupeeCase lays them side by side and adds them up: value, strategies and every ledger entry. Switch an account in or out.
Family viewSample data
Value, all accounts₹8.03 crore
Accounts4
Strategies6
Fees, these rebalances₹7,822
Consolidated ledger
Sample accounts and amounts, for illustration. Fees shown are 0.2% of each rebalance's traded value; brokerage and statutory charges go through each account's broker.
03Recorded in the product
Each portfolio.
Then all of them.
The dashboard opens on the value of every portfolio together, then each one in depth: holdings, ledger, orders and analysis on the actual result from the day it was invested.
- Portfolio analysis: rolling Sharpe and Sortino, risk heatmaps and drawdowns.
- Smart ledger: every rupee in and out, dated, per portfolio.
- Order tracking: every order with the fill the broker returned.
Recordings of the RupeeCase app on sample data.
04The wealth engine
Holdings that
work twice.
Pledge eligible holdings at your broker to create margin, and trade on your own through the same account. RupeeCase shows the pledge beside the portfolio.
- Holdingsin the family member's demat
- Pledgeat the broker, eligible holdings only
- Marginafter the haircut the exchange and broker set
- Tradeon your own, in your own account
Pledging and margin are broker facilities and carry risk. Haircuts and terms are set by your broker and the exchange. F&O on RupeeCase is coming, only to hedge a portfolio.
05Questions
For family offices, answered.
Mandates, accounts, margin and cost.
What is a tailored mandate on RupeeCase?
An index algo written to the family's mandate: the universe, exclusions, concentration limits and rebalance cadence are agreed with you, back tested after costs, then frozen and run in the family's own accounts. Write to [email protected] to discuss one.
Can each family member keep a separate account?
Yes. Every account stays in its own name, in its own demat at its own broker. RupeeCase shows the accounts side by side and together: value, strategies and one consolidated ledger.
How does pledging for margin work?
Pledging happens at your broker: you can pledge eligible holdings to create margin and trade on your own through your broker account. RupeeCase shows it alongside your portfolio. Margin carries risk, and haircuts and terms are set by your broker and the exchange.
What does a tailored mandate cost?
The same as every RupeeCase strategy: 0.2% of traded value per rebalance, like brokerage, and nothing else. No AUM fee, no performance fee and no subscription.
Is RupeeCase a PMS or a multi family office?
No. RupeeCase is a technology platform operated by QC Alpha Technologies Pvt Ltd. It is not a PMS, an AIF, a fund or a SEBI registered investment adviser, and it never holds money or securities. You approve each rebalance and your broker executes it.
The family's rules.
The family's accounts.
Bring the mandate. We will write it as a rule, back test it after costs, and show you the consolidated view before anything is invested.
For institutionsFor UHNI and HNIFor retail investorsAll solutions
Accounts, amounts and ledger entries on this page are sample data. Pledging and margin are broker facilities and carry risk. 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.