RupeeCase vs PMS
A PMS alternative with shares in your own name. A published rule instead of a manager's judgement, and one fee only when it trades.
01The decision
A discretionary PMS trades for you. RupeeCase shows you what the rule wants to buy and sell, and your broker places it when you approve.
02The ticket
SEBI sets a ₹50 lakh minimum for a PMS. Each RupeeCase strategy needs only enough to hold whole shares at its weights. Slide your amount.
PMSClosed until ₹50 lakh
RupeeCase15 of 18 strategies open
RupeeCase minimums from the published lineup of 17 Jul 2026; they move with the prices of the holdings. PMS: the SEBI minimum. Not a recommendation to invest any amount.
03Transparency
A PMS sends you statements of what was done. Every RupeeCase strategy publishes its rule before it runs, and every rebalance after: what came in, what went out, what stayed.
04The rest, in four lines
RupeeCase0.2% of traded value, per rebalance
PMSAbout 2% a year plus 20% of profits above a hurdle
Typical PMS fee as stated on the current RupeeCase pricing page.
RupeeCaseThe published rule; you approve
PMSThe portfolio manager, discretionary
RupeeCaseSell any trading day, cash T+1
PMSDays, per agreement; exit load often early
RupeeCaseIn your hands, on each sale
PMSIn your hands, on every trade
STCG 20%, LTCG 12.5% above ₹1.25 lakh a year for listed equity.
05The honest part
Some investors want a person, not a rule. That is a fair choice.
06Questions
Straight answers, written to be quoted.
No. RupeeCase is a technology platform, not a portfolio manager. It publishes rule based strategies, each packaged like an index, and your own broker executes the trades in your own demat when you approve a rebalance. QC Alpha Technologies Pvt Ltd is not registered with SEBI as a portfolio manager.
SEBI sets a ₹50 lakh minimum for a PMS. RupeeCase strategies start from ₹26,000, with the highest published minimum at ₹3,02,000 (lineup of 17 Jul 2026), because each strategy needs enough capital to hold whole shares at its weights.
A typical PMS charges about 2% of assets a year plus a 20% share of profits above a hurdle, as stated on the current RupeeCase pricing page. RupeeCase charges only 0.2% of traded value per rebalance: no AUM fee, no profit share, no performance fee.
In both cases the shares are typically in your name. In a PMS the account is operated by the manager; with RupeeCase it is your own broker account and you approve each rebalance.
Broadly yes. In both a PMS and RupeeCase each sale is taxed in your hands: STCG at 20% and LTCG at 12.5% above ₹1.25 lakh a year for listed equity. Rules change; consult a tax professional.
With RupeeCase, yes: the rule, the universe, the holdings, every past rebalance and the full model back test after costs are on each strategy page. Model, back tested figures are not a promise of future returns.
No ₹50 lakh door, no profit share. Every rule and rebalance in the open.
RupeeCase vs mutual fundsRupeeCase vs AIFsAll four, side by side
Typical fee levels: mutual funds 0.3% to 2.5% of assets a year, PMS 2% of assets plus a 20% profit share, as stated on the current RupeeCase pricing page; AIF Category III about 2% plus 20%; PMS minimum ₹50 lakh and AIF minimum ₹1 crore under SEBI rules. Every product differs; read its own documents.
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: Mumbai skyline at 1830 by pronzz97 from Mumbai, India, CC BY 2.0; Coastal Road (Mumbai), by night by Qiw007, CC BY 4.0; BSE Building Front Side by Pradeep717, CC BY-SA 4.0; other photographs CC0, public domain or our own, regraded; device screens show the RupeeCase app on sample data. Full list: credits.