alphaniti is a digital investment platform offering high-quality & diversified extensive range of single stock ideas, thematic investments & trading strategies covering India & US markets based on statistical, and quantitative models that overcome the legacy issues of human bias.
We are a direct-to-consumer investment platform that aspire to transform the way India invests! To give you the best of both worlds, we have our high-quality investment offerings across India & US market at an extremely affordable cost.
If you are a retail investor or just looking to start investing with a reliable and professional advisory platform, your search ends here!
Every alphabasket is a high-energy component comprising a universe of well-researched & high conviction stocks which represents an underlying theme of investments curated by our team of highly qualified investment managers with a strong track record of institutional investment management.
With a view to maximize alpha, alphabaskets have a periodic Rebalancing framework.
No, alphabaskets have no lock-in period. You can choose to exit out of your investments as and when you wish to. The idea behind generating alpha and wealth through our alphabaskets is, however, for long-term investing.
Based on statistical & mathematical models, alphastock is a proprietary single stock recommendation engine across various time frames for larger, mid and small cap stock ideas.
alphastock helps in removing guesswork on the entry & exit of trades with unique tools such as “Strike-rate” and “Risk-Reward ratio” for informed decision making.
In order to track and check the performance of alphabaskets, you can save them and a Watchlist will be created on the Quick View tab which you can track and eventually invest in.
Once you execute any order, alphabasket/ alphastock, a tile will be created on the Quick View page under “Portfolios” containing information such as Current Holdings, Transaction History, Gain/Loss for the day, Total Returns, etc.
We have a host of brokers available on the platform. You can open an account with them/ use an exciting active Trading & Demat account, choose the product, enter the amount/ quantity and invest with your broker.
Strike Rate is probability of an investment / trade recommendation to be favourable. It is indicative only and Investors need to consult their own investment advisor before investing.
It is the upside remaining in any investment / trade recommendation. Alphaniti quantifies “Potential Upside Left” as the difference between the Target Price and the Current Market Price expressed in percentage terms.
DriveWealth is our current execution broker, however, we are in the process of integrating our platform with Interactive soon. We would progressively tie-up with other brokers. We have chosen DriveWealth as it is very user-friendly and is quite popular with US investors.
Stockal's US brokerage partner, Drive Wealth, works with Citigroup, New York, for the custody of brokerage accounts.
One application per PAN is allowed. You can make a maximum of three bids with one application.
Unfortunately no – PAN is compulsory for applying for any IPO
Yes, you can place up to three bids for an application. However, the bids have to be placed at one go! If you want to add an additional bid, then you would have to delete your application and re-apply
In a Book-building issue, the various bids placed by investors ultimately decide the final IPO price at which shares are allotted to successful applicants.
The “FLOOR PRICE” is the lowest price at which an applicant can place his bid. The “CUT-OFF PRICE” is the final price at which the Company decides to allot shares and any applicant bidding at this price is automatically allotted shares at said price.
No, bids with a price less than the Floor price (which is the lowest price in the prevailing price band) of an IPO will be automatically rejected by the system
The Issue Price of the IPO comes during the bidding and book building process – this is called the Cut-off Price. It is decided based on the bids received. Only bidders who quoted higher than or equal to this price can get an allotment of shares
No, you cannot place multiple bids for an IPO under the same beneficiary name or PAN Account Number.
A lot size in an IPO is the minimum number of shares for which bids can be placed. Also, one can place bids only in multiples of the lot
You can sell the allotted shares anytime once the stock lists on the exchanges
You can easily check the IPO allotment status on National Stock Exchange (NSE) and Bombay Stock Exchange (BSE) websites.
NSE: https://www1.nseindia.com/products/dynaContent/equities/ipos/ipo_login.jsp
BSE: https://www.bseindia.com/investors/appli_check.aspx
On www.alphaniti.com under “IPO Corner”
The allotment process totally depends on how the IPO got responses from the investors.
If the IPO is undersubscribed, then the investor may get allotted all the lots for which they have applied.
If there is a very large oversubscription to an IPO, then the allocation of shares to the retail investor happens through a computerized lucky draw process
There are mainly two reasons:
1. Your bid for the IPO was invalid due to an incorrect Demat Account number or
incorrect PAN number or multiple applications have been submitted under the same
PAN.
2. Your bid was fine but due to an extremely large over-subscription,
your name wasn’t picked out in the computerized lucky draw process
1. Apply Early – Place your bids within the first 2-3 days of an IPO opening.
2. Simply bid at the cut-off price.
3. DON’T Make any mistakes while
filling out the application form.
4. Apply through multiple demat accounts
under different PANs (especially if in a family).
Relax! There is absolutely NO need to worry. Once the allotments are finalized, the unsuccessful applicants receive their application money on or before the end date of the IPO mandate
Here are the steps to register & subscribe on Alphaniti:
As mandated by SEBI – every individual looking to participate in the securities markets (invest in Stocks/ Mutual Funds) must be KYC compliant.
The time taken for a fresh KYC registration varies depending on the mode of registration but generally, the process may take up to 3-5 working days for fresh registration to be updated.
Risk profiler is a framework designed to evaluate the investor’s experience and sensitivity to losses both at the time of market decline and subsequent periods. Getting an accurate risk profile for an investor is critical as it will dictate the investor’s risk rating and ultimately the investment strategy pursued to achieve their financial goals.
The questionnaire provides a basis for an in-depth conversation about the investor's knowledge, background, and provokes discussion about reasonable investment objectives.
Typically, while deciding on where to invest, investors are not very specific about their objective - for example, when discussing their objectives, many investors want to get high returns, but they expect the investments to be safe and liquid as well. For solving this practical problem, the questionnaire-based methodology helps to calculate the objective with the appropriate risk profile.
You can pay the subscription fee online through Card payment, Netbanking or UPI.
Users can upgrade from a lower to a higher plan. For example; a user with an Xpress plan may upgrade to Value Plus.
No, alphaniti does not charge any additional fees besides the subscription charges. However, brokerage and taxes are applicable and charged by the execution partner (broker).
alphaniti charges a flat subscription fee irrespective of the amount you invest. There are no additional and/or hidden costs, commissions, charges, etc.
SCORES is an online platform designed to help investors to lodge their complaints, pertaining to securities market, online with SEBI against listed companies and SEBI registered intermediaries. All complaints received by SEBI against listed companies and SEBI registered intermediaries are dealt through SCORES.
Your investments lie with the broker who is the custodian of your investments with CDSL/NSDL acting as the depository participants. Your funds are held by your broker, alphaniti has no access to your funds.
The process of Rebalancing helps in aligning portfolios with the chosen alphabasket. Portfolios older than 45 days or more are eligible for Rebalancing.
Our alphabasket CAGR returns include backtesting period results. For different portfolios/ styles/ strategies/ methodologies we have different backtesting periods. This is because we would like to understand how a particular portfolio would have performed across different market conditions had we initiated and stuck to a particular investment strategy or philosophy. This improves our overall conviction in recommending the investment portfolios to our users on the platform.
We have taken into consideration real world experiences while conducting our backtest of different portfolios. These include incorporating transaction costs (brokerage + STT + GST + Stamp Duty + Turnover Charges etc) as well as a certain percentage of slippage costs. For our back testing periods where we marry a particular benchmark index, we try to stick to the inclusion of stocks only from that index. Moreover, in the case of our Momentum strategies where we have back tested those strategies from as far as 2007-2008, we have taken care to avoid survivorship bias in our back testing by running the rule-based strategies on the then prevailing components of the benchmark.
So we have made sure to include stocks that only fit the particular criteria as defined in any strategy at that point in time, regardless of what might have been the subsequent performance from those stocks post selecting them as per the strategy.
That’s a good question. This is a normal query from users where their alphabasket returns vary with the model alphabasket returns as portrayed on the platform. This happens for a variety of reasons
Rebalancing: The model alphabasket incorporates rebalancing of the portfolio exactly as has been suggested by the underlying model, i.e., it would not incorporate for any slippages in price on account of rebalancing done on different dates which may be the case with individual users
Some definitions to keep in mind while reviewing your investment performance.
Total Investment Amount represents the amount of money that you have cumulatively invested in the alphabasket by way of your first investment in the alphabasket followed by subsequent smaller reinvestments made at the time of rebalancing.
Total Investment Amount = Total Amount cumulatively invested in the portfolio
Current Market Value represents the Market Value of your Total investment in the alphabasket, i.e. this is the amount of money that you will realize if you were to sell all your holdings in the alphabasket today at the prevailing market rates.
Current Market Value = Market Value of Total Investment
Build your own alphabasket is a feature we are working on and will soon be introducing it on the platform. This will allow registered users to create, buy and track their own alphabaskets.
All investments (under Portfolio or Watchlist) made on alphaniti can be viewed as portfolios on the “Quick View” page. Click on “View” on the portfolio tile to view the stocks in the portfolio.
The Capital Gains Statements will be available in your account on the on-you broker’s platform or application.
The dividend income from all your investments – alphastock/ alphabasket are directly credited to your bank account. Your investments not only fetch you returns but also dividends periodically.
alphaniti is a digital investment platform offering high-quality & diversified extensive range of single stock ideas, thematic investments & trading strategies covering India & US markets based on statistical, and quantitative models that overcome the legacy issues of human bias.
We are a direct-to-consumer investment platform that aspire to transform the way India invests! To give you the best of both worlds, we have our high-quality investment offerings across India & US market at an extremely affordable cost.
If you are a retail investor or just looking to start investing with a reliable and professional advisory platform, your search ends here!
Every alphabasket is a high-energy component comprising a universe of well-researched & high conviction stocks which represents an underlying theme of investments curated by our team of highly qualified investment managers with a strong track record of institutional investment management.
With a view to maximize alpha, alphabaskets have a periodic Rebalancing framework.
No, alphabaskets have no lock-in period. You can choose to exit out of your investments as and when you wish to. The idea behind generating alpha and wealth through our alphabaskets is, however, for long-term investing.
Based on statistical & mathematical models, alphastock is a proprietary single stock recommendation engine across various time frames for larger, mid and small cap stock ideas.
alphastock helps in removing guesswork on the entry & exit of trades with unique tools such as “Strike-rate” and “Risk-Reward ratio” for informed decision making.
In order to track and check the performance of alphabaskets, you can save them and a Watchlist will be created on the Quick View tab which you can track and eventually invest in.
Once you execute any order, alphabasket/ alphastock, a tile will be created on the Quick View page under “Portfolios” containing information such as Current Holdings, Transaction History, Gain/Loss for the day, Total Returns, etc.
We have a host of brokers available on the platform. You can open an account with them/ use an exciting active Trading & Demat account, choose the product, enter the amount/ quantity and invest with your broker.
Strike Rate is probability of an investment / trade recommendation to be favourable. It is indicative only and Investors need to consult their own investment advisor before investing.
It is the upside remaining in any investment / trade recommendation. Alphaniti quantifies “Potential Upside Left” as the difference between the Target Price and the Current Market Price expressed in percentage terms.
DriveWealth is our current execution broker, however, we are in the process of integrating our platform with Interactive soon. We would progressively tie-up with other brokers. We have chosen DriveWealth as it is very user-friendly and is quite popular with US investors.
Stockal's US brokerage partner, Drive Wealth, works with Citigroup, New York, for the custody of brokerage accounts.
One application per PAN is allowed. You can make a maximum of three bids with one application.
Unfortunately no – PAN is compulsory for applying for any IPO
Yes, you can place up to three bids for an application. However, the bids have to be placed at one go! If you want to add an additional bid, then you would have to delete your application and re-apply
In a Book-building issue, the various bids placed by investors ultimately decide the final IPO price at which shares are allotted to successful applicants.
The “FLOOR PRICE” is the lowest price at which an applicant can place his bid. The “CUT-OFF PRICE” is the final price at which the Company decides to allot shares and any applicant bidding at this price is automatically allotted shares at said price.
No, bids with a price less than the Floor price (which is the lowest price in the prevailing price band) of an IPO will be automatically rejected by the system
The Issue Price of the IPO comes during the bidding and book building process – this is called the Cut-off Price. It is decided based on the bids received. Only bidders who quoted higher than or equal to this price can get an allotment of shares
No, you cannot place multiple bids for an IPO under the same beneficiary name or PAN Account Number.
A lot size in an IPO is the minimum number of shares for which bids can be placed. Also, one can place bids only in multiples of the lot
You can sell the allotted shares anytime once the stock lists on the exchanges
You can easily check the IPO allotment status on National Stock Exchange (NSE) and Bombay Stock Exchange (BSE) websites.
NSE: https://www1.nseindia.com/products/dynaContent/equities/ipos/ipo_login.jsp
BSE: https://www.bseindia.com/investors/appli_check.aspx
On www.alphaniti.com under “IPO Corner”
The allotment process totally depends on how the IPO got responses from the investors.
If the IPO is undersubscribed, then the investor may get allotted all the lots for which they have applied.
If there is a very large oversubscription to an IPO, then the allocation of shares to the retail investor happens through a computerized lucky draw process
There are mainly two reasons:
1. Your bid for the IPO was invalid due to an incorrect Demat Account number
or incorrect PAN number or multiple applications have been submitted under
the same PAN.
2. Your bid was fine but due to an extremely large
over-subscription, your name wasn’t picked out in the computerized lucky
draw process
1. Apply Early – Place your bids within the first 2-3 days of an IPO opening.
2. Simply bid at the cut-off price.
3. DON’T Make any mistakes
while filling out the application form.
4. Apply through multiple
demat accounts under different PANs (especially if in a family).
Relax! There is absolutely NO need to worry. Once the allotments are finalized, the unsuccessful applicants receive their application money on or before the end date of the IPO mandate
Here are the steps to register & subscribe on Alphaniti:
As mandated by SEBI – every individual looking to participate in the securities markets (invest in Stocks/ Mutual Funds) must be KYC compliant.
The time taken for a fresh KYC registration varies depending on the mode of registration but generally, the process may take up to 3-5 working days for fresh registration to be updated.
Risk profiler is a framework designed to evaluate the investor’s experience and sensitivity to losses both at the time of market decline and subsequent periods. Getting an accurate risk profile for an investor is critical as it will dictate the investor’s risk rating and ultimately the investment strategy pursued to achieve their financial goals.
The questionnaire provides a basis for an in-depth conversation about the investor's knowledge, background, and provokes discussion about reasonable investment objectives.
Typically, while deciding on where to invest, investors are not very specific about their objective - for example, when discussing their objectives, many investors want to get high returns, but they expect the investments to be safe and liquid as well. For solving this practical problem, the questionnaire-based methodology helps to calculate the objective with the appropriate risk profile.
You can pay the subscription fee online through Card payment, Netbanking or UPI.
Users can upgrade from a lower to a higher plan. For example; a user with an Xpress plan may upgrade to Value Plus.
No, alphaniti does not charge any additional fees besides the subscription charges. However, brokerage and taxes are applicable and charged by the execution partner (broker).
alphaniti charges a flat subscription fee irrespective of the amount you invest. There are no additional and/or hidden costs, commissions, charges, etc.
SCORES is an online platform designed to help investors to lodge their complaints, pertaining to securities market, online with SEBI against listed companies and SEBI registered intermediaries. All complaints received by SEBI against listed companies and SEBI registered intermediaries are dealt through SCORES.
Your investments lie with the broker who is the custodian of your investments with CDSL/NSDL acting as the depository participants. Your funds are held by your broker, alphaniti has no access to your funds.
The process of Rebalancing helps in aligning portfolios with the chosen alphabasket. Portfolios older than 45 days or more are eligible for Rebalancing.
A. That’s a good question. This is a normal query from lots of our users who complain that their alphabasket returns are not in sync with the model alphabasket returns as portrayed on the platform. This happens for a variety of reasons:
B. Rebalancing: The model alphabasket incorporates rebalancing of the portfolio exactly as has been suggested by the underlying model, i.e., it would not incorporate for any slippages in price on account of rebalancing done on different dates which may be the case with individual users
Some definitions to keep in mind while reviewing your investment performance.
Total Investment Amount represents the amount of money that you have cumulatively invested in the alphabasket by way of your first investment in the alphabasket followed by subsequent smaller reinvestments made at the time of rebalancing.
Total Investment Amount = Total Amount cumulatively invested in the portfolio
Current Market Value represents the Market Value of your Total investment in the alphabasket, i.e. this is the amount of money that you will realize if you were to sell all your holdings in the alphabasket today at the prevailing market rates.
Current Market Value = Market Value of Total Investment
Build your own alphabasket is a feature we are working on and will soon be introducing it on the platform. This will allow registered users to create, buy and track their own alphabaskets.
All investments (under Portfolio or Watchlist) made on alphaniti can be viewed as portfolios on the “Quick View” page. Click on “View” on the portfolio tile to view the stocks in the portfolio.
The Capital Gains Statements will be available in your account on the on-you broker’s platform or application.
The dividend income from all your investments – alphastock/ alphabasket are directly credited to your bank account. Your investments not only fetch you returns but also dividends periodically.
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SEBI Registration No. INA000009481
India 
US