RupeeCase · Getting Started

4 steps. 15 minutes. You are on.

Every step below is self serve and free. The risk profile is SEBI aligned. The strategy is a research model, not a tip. The broker connection is yours; RupeeCase receives no brokerage.

Take the risk profile ~5 min

10 sections, 28 questions, SEBI Reg 16/17 aligned. Runs entirely in your browser with localStorage only, no account needed. You get a dual axis score (capacity + tolerance) and a downloadable PDF report at the end.

Start the wizard Why risk comes first

Pick a strategy ~3 min

RupeeCase Nifty is the flagship. 10 Nifty 50 names, fortnightly rebalance, momentum + quality selection. Minimum capital ₹18000. Compare it side by side with index ETFs and midcap funds before you decide.

See the holdings Compare vs benchmarks Rebalance history

Connect your broker ~4 min

5paisa is live today. Groww is next in the pipeline. You keep full custody of your holdings. RupeeCase sends rebalance signals; your broker executes. Trade with your existing demat, DP, bank. Nothing moves in between.

Broker status Custody disclaimer

Start the SIP ~3 min

Fund the strategy with your starting capital. Set the SIP cadence (monthly is typical). Rebalance signals hit your broker every 2 weeks. You review, you approve, it executes. No one else has authority.

Open strategy Fee calculator

Where you are coming in from

Pick the starting point that fits. You can always come back to this page.

New to the marketStart with Indian markets foundation. 5 modules, ~45 min. Know equities, new to systematicStart with quantitative strategies path. Curious about the philosophyPillar page on why systematic beats stock picking. Prefer to listenSub 10 minute podcast every trading day.

Common questions

Is RupeeCase a broker?

No. RupeeCase is a research platform. Your broker (5paisa today, Groww next) holds your money and executes your trades. We send the rebalance signals. You approve them.

Can I use RupeeCase without connecting a broker?

Yes. Every strategy is published with its full holdings and rebalance trail. You can replicate manually with any broker. The broker connection just automates the workflow.

What is the minimum capital?

₹15,000 for 5Paisa Focused Alpha 5 (lowest in the marketplace) or ₹24,000 for RupeeCase Nifty 10. Each strategy card shows its own minimum.

Do you recommend individual stocks?

No. RupeeCase is not a research analyst. We build research-grade systematic portfolios. The model picks the names, not a human.

What does RupeeCase charge?

See the fee calculator for the current plan. We do not take brokerage, spread, or payment for order flow.

Research disclosure. RupeeCase strategies are research models, not personalised investment advice. Past performance does not indicate future returns. Please read the full disclaimers and terms before you fund a strategy.