Model portfolio · Investace Capital's flagship product
Institutional discipline, delivered as research. Built for discipline, not hype.
Alpha Leap is Investace Capital's curated model portfolio — every name grounded in bottom-up fundamental research, reassessed every quarter, delivered through our own dashboard and executed straight into your own Zerodha account.
SEBI Registered Research Analyst · INH000017736 · A high-risk equity strategy for investors seeking long-term capital appreciation. Recommendations carry no assurance of returns.
15–20 Names
NSE · Cash Equity · High-Conviction
Reviewed
Every quarter
Executed via
Zerodha Kite
Custody
Always your own
Screened from
500+ stocks
Illustrative structure · not a live recommendation
500+
Universe
15–20
Holdings
Quarterly
Review
₹5L
Recommended
The shape of the portfolio, not the names in it
Illustrative structure · not a live recommendation. The securities and market-cap mix shown are for illustration only and are not recommendatory. Actual portfolio composition is disclosed to subscribed clients on login.
How it works
A model portfolio, not a tip sheet
Every allocation is rule-based, every rebalance is logged, and every execution is confirmed against fresh prices before it touches your holdings.
01
Model-portfolio led
Your corpus is allocated against a live, sector-diversified model portfolio with explicit target weights — never a single stock tip.
02
You keep custody
Every order executes on your own Zerodha account via Kite Publisher. Investace Capital never touches your money or your shares.
03
Fully auditable
Every execution attempt — successful or not — is permanently logged, with acquisition prices fetched fresh at the moment you confirm.
The CLEAR Framework
Five filters. Zero guesswork.
Every position survives a five-stage filter, narrowing a universe of 500+ names down to the 15–20 we actually hold. Most ideas don't make it.
- C · Companies screened500+
- L · Quant screened150
- E · Shortlisted40
- A · CLEAR filters passed—
- R · Portfolio picks15–20
The Story
Structural themes with 18–36 month visibility — PLI-driven manufacturing, China+1, EV ecosystem, AI infrastructure. If we can't explain the thesis in one sentence, we don't invest.
Theme FirstPrice Discipline
A great story at the wrong price is still a bad trade. We seek names at a discount to their 3–5 year average multiples. No chasing. No FOMO.
No FOMO. Ever.Growth First
Revenue CAGR above 15%, expanding margins, operating leverage visible 6–18 months ahead. We enter before analyst upgrades — seeking growth the market hasn't priced in yet.
Underappreciated GrowthManagement
Capital allocation, promoter skin in the game, related-party-transaction scrutiny, governance quality — an internal 0–10 rubric. Minimum 6.5 to qualify. No exceptions.
Governance DiligenceAsymmetric
A position only qualifies if our assessed upside is at least twice our assessed downside — thesis, valuation and event risk all mapped before entry. This is a screening threshold applied before we invest, not a forecast of what any position will return.
2 : 1 Screening ThresholdThe result is a curated, high-conviction portfolio: reviewed often enough to stay disciplined, held long enough to compound. See how the process works →
Why Investace Capital
Two objectives, one disciplined process.
Objective One
Capital preservation, over the long term.
Quarterly review and exit discipline are built into the process, not bolted on after the fact.
Objective Two
Capital appreciation, over the long term.
High-conviction positions sized for a multi-year horizon and structural growth themes.
Risk Characteristics
A high-risk, concentrated equity strategy for investors seeking long-term capital appreciation. Suitable only for investors with a high risk appetite and a long-term horizon, who can absorb a substantial fall in capital. Recommendations do not provide any assurance of returns.
From conviction to confirmed position
Tell us your corpus
We calculate a whole-share basket against live target weights, priced at live Zerodha quotes.
Execute on your own account
Kite Publisher opens your basket pre-filled on Zerodha. You place the orders — we never see your credentials.
Confirm, honestly
We ask whether your orders actually executed — never assumed. Only when you confirm "Yes" do we fetch fresh prices and record what you tell us you now hold.
We watch the drift
Whenever the holdings you have reported drift from the model, you are notified and shown the trades that would realign them. You decide whether to act.
Alpha Leap Membership
₹10,000/ year
Works out to about ₹833/month · billed once, annually, no auto-renewal
Institutional discipline, without institutional minimums.
Recommended investment: ₹5,00,000 to participate meaningfully.
Identity verification, then KYC, then payment — your portfolio goes live once all three are complete.
Questions
Frequently asked.
What is Alpha Leap?
Investace Capital's flagship research product — a curated, high-conviction model portfolio of 15–20 stocks, screened from a universe of 500+, reviewed every quarter, and delivered through our own dashboard with execution synced to your own Zerodha account.
How much does it cost?
₹10,000 per year for full membership. We recommend a corpus of at least ₹5,00,000 to participate meaningfully across all 15–20 names in the model.
Is this a broker or execution platform?
No. Every order executes on your own Zerodha account via Kite Publisher — your funds and holdings always stay in your custody, on your own broker.
How do I get started?
Sign up directly — a quick identity verification, then KYC, then payment, and your portfolio is live. Not ready to commit yet? Read how the CLEAR framework screens the universe, or meet the analysts behind it first.
How does execution actually work?
We calculate your basket, you execute it yourself via Kite Publisher, and we explicitly ask whether it went through — never assumed. Only when you confirm "Yes" does your dashboard record the holdings you report, priced at that exact moment.
Is Investace Capital SEBI registered?
Yes. Investace Capital (SM Research Services Pvt Ltd) is a SEBI Registered Research Analyst, INH000017736.
Can I lose money?
Yes. Equity investing carries a real risk of loss, including loss of your principal. This is a high-risk, concentrated strategy suitable only for investors with a high risk appetite and a long-term horizon. Our recommendations carry no assurance of returns, and past performance is not indicative of future results.
See the model portfolio's real track record
Since-inception performance, sector allocation, and the process — no account required.