Pricing
One fee per rebalance.
Nothing else.
Like brokerage: 0.2% of traded value, only when a rebalance trades. No subscription, no AUM fee, no profit share.
One fee per rebalance.
01On what trades
Nothing trades.
Nothing charged.
The fee is on the value that actually trades at a rebalance, never on the whole portfolio. If the holdings stay identical, the fee is zero.
The price, all of it
0.2%
of traded value, per rebalance. Nothing else.
- ₹0 when a rebalance keeps every holding
- No subscription, AUM fee or profit share
- No lock in, entry load or exit load
- 30 days notice before any increase; decreases at once
Worked example
₹1,00,000 deployed, 30% trades₹30,000
× 0.2%, per rebalance₹60
× 13 rebalances a year₹780 0.78%
Brokerage and statutory charges go through your own broker, as with any trade. Institutions and family offices: talk to us about a tailored setup, same fee.
Rebalance dayTry it
30% of the portfolio trades. The fee is on that part only.
Traded value₹30,000
×
Fee0.2%
=
This rebalance₹60
A year at 13 rebalances₹7800.78% of capital
Illustration. Turnover changes by strategy and by cycle; each strategy publishes its own cadence. You are only ever charged on the value that actually traded.
02Next to the alternatives
The numbers
worth comparing.
Typical yearly cost of a mutual fund, a PMS and a Category III AIF, beside RupeeCase at the settings you picked above.
Every difference, side by sideRupeeCase0.2% of traded value, 13 rebalances, 30% trades
0.78%
Mutual fundof assets, every year, from the NAV
0.3 to 2.5%
PMS₹50 lakh minimum
2% + 20% of profit
AIF, Cat III₹1 crore minimum
~2% + 20% of profit
Fund, PMS and AIF: typical rates, not any one manager; minimums are the SEBI floors. Brokerage and taxes are separate for all.
Subscriptionidle accounts cost nothingAUM feeno share of your assetsPerformance feeno profit share, no carryLoadsno entry or exit loadResearch feeevery rule published free
03Before it trades
You approve.
Then it trades.
The fee applies only when a rebalance executes in your own broker account, as one line on the contract note. Screens on sample data.
Rebalance dayContract note, illustration
Traded value₹30,000
RupeeCase fee, 0.2%₹60
Brokeragevia broker
STT, stamp duty, exchange, SEBI, GSTstatutory
04Questions
Common
questions.
How much does RupeeCase cost?
0.2% of traded value each time a strategy rebalances, and only when trades execute. No subscription, no AUM fee, no performance fee. Brokerage and statutory charges go through your own broker at standard rates.
Is there a lock in?
No. The stocks sit in your own demat account, so you can add capital, withdraw or pause whenever you want, subject to normal broker settlement. No entry load, exit load or early exit penalty.
What does 0.2% of traded value mean?
The fee applies only to the rupee value of shares that actually trade at a rebalance, not to your whole portfolio. If 30% of ₹1,00,000 trades, that is ₹30,000, so that rebalance costs ₹60. If nothing trades, the fee is zero.
Are there costs besides the 0.2% fee?
Yes, the ones your broker charges: brokerage, STT, stamp duty, exchange transaction charges, SEBI turnover fee and GST on brokerage. They are the same whether you run a RupeeCase strategy or trade by hand, and they appear on your contract note.
Is RupeeCase a fund or a PMS?
No. RupeeCase is a technology platform, not a fund or a PMS, and not a SEBI registered investment adviser or portfolio manager. You own the stocks in your own demat account through your broker.
Explore next
Where to go next.
- VersusRupeeCase vs PMSA PMS alternative without the Rs 50 lakh door
- StartGetting started in four stepsYour own broker, your own demat
- ProductThe terminal, a product tourCompare, back test and invest in one place
- CalculatorRebalance cost at 0.2%Free, with the formula and a worked example
- ComparePMS vs mutual funds vs quantitative indicesFees, ownership, lock in and tax side by side
Pay when it trades.
Not before.
RupeeCase is operated by QC Alpha Technologies Pvt Ltd and is not a SEBI registered investment adviser or portfolio manager. SEBI Research Analyst registration is pending. Nothing here is personalised investment advice. For the complete cost picture see the Terms, the Disclaimers and the fee schedule in your broker contract note.