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Investace Capital

Mechanics, not marketing

How Alpha Leap actually works

Every step below is what genuinely happens in the product — nothing here is illustrative. We never touch your money or your shares at any point; every order is placed by you, on your own Zerodha account.

Getting started

Four steps before you're live

01

Verify your mobile number

A one-time code confirms it's really you and gives us a channel for account-critical alerts — rebalance notices, execution reminders, security notifications.

02

Complete KYC

Your Know Your Client details are collected and verified with a SEBI-registered KYC Registration Agency (KRA), as required of every fee-paying research client. A member of our team reviews each submission by hand.

03

Pay the membership fee

₹10,000, billed once for the year via Cashfree Payments — no auto-renewal, no recurring mandate. Consistent with SEBI's rules for research analysts, we never render research or take a fee before you've consented to our Terms & Conditions and MITC.

04

Your account activates

Once payment clears and KYC is verified, your dashboard unlocks and you move straight into your first live basket calculation — the four steps below.

Every time you invest or rebalance

From conviction to confirmed position

This is the same four-step loop whether it's your very first investment or a quarterly rebalance.

01

Tell us your corpus

We calculate a whole-share basket against live target weights, priced at live Zerodha quotes fetched at the moment you ask.

02

Execute on your own account

Kite Publisher opens your basket pre-filled on Zerodha — your own broker login, your own session. You place the orders. We never see your credentials and never place a trade on your behalf.

03

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. Every attempt, successful or not, is logged permanently.

04

We watch the drift

Whenever the holdings you've reported drift from the model's current target weights, you're notified and shown the specific trades that would realign them. You decide whether to act — nothing executes automatically.

After you're live

What happens between rebalances

Quarterly review

The model portfolio is reviewed on a quarterly cadence. Every addition, exit, or reweight is logged with a stated rationale, and dispatched to all subscribing clients at the same time.

Research per holding

Each stock in your portfolio has its own thesis on your dashboard, scoped to what you actually hold — not a generic feed of every stock we've ever covered.

Full audit trail

Your holdings, transactions, sector allocation, and every execution attempt are visible on your dashboard at all times, with statements and reports you can generate yourself.

The model portfolio's benchmark for comparison purposes is the Nifty MidSmall 400, disclosed consistently wherever performance is shown to logged-in clients. Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

That's the whole mechanism

No custody, no discretionary execution, nothing hidden between quarterly reviews. If you'd rather see who's behind it first, meet the team — or go ahead and sign up.