--- title: "Family Office Investing in India, Tailored | RupeeCase" description: "Tailored index algos for Indian family offices: the mandate as a published rule, several accounts in one consolidated ledger, and pledge for margin." source_url: "https://www.rupeecase.com/solutions/family-offices" --- 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. * **Tailored**rule, universe, cadence * **Many accounts**one consolidated view * **0.2%**per rebalance, nothing else [Discuss a tailored mandate](mailto:tanmay@rupeecase.com?subject=RupeeCase%20for%20family%20offices)See it consolidate 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.**Universe**a published index, such as the Nifty LargeMidCap 250 Leave out the sectors we avoid.**Exclusions**names removed before the ranking runs No single bet too large.**Concentration**a cap per stock and per sector Review it once a month.**Cadence**a rebalance every 4 weeks Mind the tax we pay.**Tax position**set 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 trust**Large Mid Hybrid, Nifty 50 Equal Weight*₹4.20 crore* **HUF**Allcap*₹1.35 crore* **Founder**Focused Largecap 20, Midcap*₹2.10 crore* **Next generation**Healthcare Basket*₹38.0 lakh* Family viewSample data Value, all accounts**₹8.03 crore** Accounts**4** Strategies**6** Fees, these rebalances**₹7,822** Consolidated ledger Consolidate again 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. 1. **Trade**on your own, in your own account 2. **Trade**on your own, in your own account 3. **Trade**on your own, in your own account 4. **Trade**on 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 tanmay@rupeecase.com 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. Explore next ## Where to go next. * [TechnologyHow the index engine worksFrom research to a frozen, published rule](/technology) * [CalculatorFee calculator: funds, PMS and RupeeCaseWhat fees take out over the years, in rupees](/fee-calculator) * [ProductThe terminal, a product tourCompare, back test and invest in one place](/terminal) ## 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. [Discuss a tailored mandate](mailto:tanmay@rupeecase.com?subject=RupeeCase%20for%20family%20offices)[See the strategies](/strategies/) [For institutions](/solutions/institutions)[For UHNI and HNI](/solutions/hni)[For retail investors](/solutions/retail)[All solutions](/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.