--- title: "Getting Started | Own a Quantitative Index in Four Steps" description: "Create an account, connect your broker, pick a quantitative index and invest at or above its minimum. Four self serve steps, about 11 minutes." source_url: "https://www.rupeecase.com/getting-started" --- India's first systematic investing terminal # Four steps. About 11 minutes. Compare first, validate the back test, then invest. Your broker account stays yours, and RupeeCase never holds your money. * **~11 min**sign up to invested * **Your broker**holds the money and shares * **0.2%**one fee per rebalance, like brokerage [Sign up for RupeeCase](https://invest.rupeecase.com/signup) Watch the 40 second tour 01Account and broker ## Your demat. Your broker. Sign up with your email, then link the broker account you already have. Your shares, your DP, your bank. **~4 min**to connect 5paisa, Zebu or Arrow. RupeeCase never holds the money. 02Rebalance and track ## Then it runs itself. The rule reruns on its published cadence, the orders go to your broker, and every change is logged in public. Replay a rebalance day 03The journey ## Six steps. The last two run themselves. 01 ### Create your account Sign up with your email. No card, no commitment. Browse every strategy, its rules and its full back test before you connect anything. [Create account](https://invest.rupeecase.com/signup)[Risk profile first](/risk-profile) 02 ### Connect your broker 5paisa, Zebu and Arrow are live today. Kotak Securities, Groww and Angel One are in integration. You link your existing demat inside the app. * 5paisa * Zebu * Arrow * Kotak Securities * Groww * Angel One 03 ### Compare, then validate the back test Every strategy is an algo packaged like an index. Each publishes its universe, its selection rule, its rebalance cadence, its full back test with costs deducted and its comparison against the Nifty 50. Compare them side by side, read the losing periods, then choose. [Compare](/compare)[Browse the strategies](/strategies/) 04 ### Invest at or above the minimum The holdings are whole shares at published weights, so the rule needs enough capital to hold all of them. Fund at or above that minimum and it goes live in your own account. 05 ### It rebalances The rule reruns on the strategy's published cadence. When the ranking changes, the orders go to your broker, and every name in, out or retained is logged the same cycle. 06 ### Track it Every share sits in your own demat with its weight and profit. Add capital, withdraw or pause whenever you want, subject to normal broker settlement. * Smart ledger * Order tracking * Portfolio analysis * Pledge for margin, via your broker ComingF&O hedging, only ever as portfolio insurance. Not live yet. [Sign up for RupeeCase](https://invest.rupeecase.com/signup) 04A rebalance day ## Only what changes is charged. Replayed from the published record: the Energy Basket model rebalance of 24 April 2026. Three names went out, three came in, ten were held. The fee is 0.2% of the value traded, nothing on the rest. Then tap any name to change it yourself. **ADANIPOWER**held **ADANIGREEN**held **NTPC**held **THERMAX**held **ADANIENSOL**held **GVT&D**held **OIL**held **ABB**held **JPPOWER**held **ONGC**held **POWERGRID**held **NLCINDIA**held **COALINDIA**held Names changed**0 of 13** Value traded**₹0**** Fee, 0.2%**₹0** Replay 24 Apr 2026 A day with no change [Energy Basket rules](/strategies/energy-basket) Illustration on ₹1,00,000 at equal weights. Tickers from the published model record, not actual client trades. Published worked example: 30% turnover on ₹1,00,000 is ₹30,000 traded and a ₹60 fee. If nothing trades, nothing is charged. 05Custody ## Where the money sits. Who presses confirm. 1. **02**You approve, your broker executesThe real rebalance screen, on sample data. 2. **02**You approve, your broker executesThe real rebalance screen, on sample data. The money moves between you, your broker and the exchange. Never through us. 1. Add, withdraw, pause: normal broker settlement 2. Add, withdraw, pause: normal broker settlement 3. Add, withdraw, pause: normal broker settlement 4. Add, withdraw, pause: normal broker settlement 5. Add, withdraw, pause: normal broker settlement 6. Add, withdraw, pause: normal broker settlement 7. Add, withdraw, pause: normal broker settlement 8. Add, withdraw, pause: normal broker settlement You approve. Your broker places the orders. 06Start where you are ## Where are you coming in from? [New to the marketIndian markets foundation. 5 modules, ~45 min.](/learn/path-1/) [Know equities, new to systematicThe quantitative strategies path.](/learn/path-5/) [Curious about the philosophyHow rules based investing works.](/learn/systematic-investing) [Prefer to listenThe podcast archive: 124 episodes, calls graded.](/podcast/) Reviews ## 4,752 and growing. 51 of 59 five star. What people say after the first rebalance. From Google reviews, the WhatsApp community and Apple Podcasts. 07Questions ## Common questions. How long does it take to get started?About 11 minutes. The four steps take about 2, 4, 3 and 2 minutes: create your account, connect your broker, pick a strategy, then invest at or above its minimum. What do I need?An email address, a demat account with a supported broker, and money at or above the minimum of the strategy you pick. No card to sign up. Can I start small?Yes, as small as a strategy's minimum allows. Each one sets its own minimum, because the holdings are whole shares held at their published weights. Sort the lineup by minimum to find the lowest. Is RupeeCase a broker?No. RupeeCase is a technology platform, not a broker. Your own broker holds your money and the shares and executes the trades. RupeeCase places the orders the rule generates in your own account. Can I use it without connecting a broker?Yes. Every strategy is published with its full holdings and rebalance trail, so you can replicate it by hand at any broker. The connection only automates the workflow. Do you recommend individual stocks?No. RupeeCase is not a research analyst. The algorithm picks the names, not a human. What does RupeeCase charge?0.2% of traded value, charged only when a rebalance actually executes. No subscription, no AUM fee, no performance fee, no lock in. We do not take brokerage, spread, or payment for order flow. [Pricing](/pricing). Explore next ## Where to go next. * [GuideHow much money do you need to start investing in stocks in India?One share, a diversified basket or an index fund: what each one really needs.](/guides/how-much-money-to-start-investing) * [GuideAre your shares safe in a demat account?Where the shares and the money actually sit, what SEBI changed, and five checks to run.](/guides/demat-account-safety) * [ProductThe terminal, a product tourCompare, back test and invest in one place](/terminal) * [TierStarter tier strategies2 strategies grouped by job](/strategies/by-tier/starter) * [CalculatorSIP calculatorFree, with the formula and a worked example](/learn/tools/sip-calculator) About 11 minutes from here ## Own the strategy. Keep your broker. [Sign up for RupeeCase](https://invest.rupeecase.com/signup) [Take the risk profile](/risk-profile) Research disclosure. RupeeCase strategies are research models, not personalised investment advice. Past performance does not indicate future returns. Read the [disclaimers](/disclaimers) and [terms](/terms) before you fund a strategy.