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  • Registration

    Here are the steps to register & subscribe on Alphaniti:

    • 1. Please visit and click on “START NOW”
    • 2. If you are a first-time user, click on Sign-up to register on Alphaniti.

      i. For existing users, enter your email/ mobile no. and OTP to Log in.

      ii. For new users, enter your name, email address, mobile no., referral code (if any) and your state of residence. Click on Sign Up. Enter the OTP received on your registered email/mobile.

    • 3. To begin your investment journey, select any of the unique Stockz Genie/ Strategies / Basket. Click the “Subscribe Now” button, select the subscription of your choice and proceed to payment.
  • KYC (US Investments & Digital Advisory)

    1. Why do I need to check my KYC?
      • o As mandated by SEBI – every individual looking to participate in the securities markets (invest in Stocks/ Mutual Funds) must be KYC compliant.
    2. What do I do if I am not KYC compliant? / How do I register for fresh KYC?
      • o If you are not KYC compliant or have not registered for KYC, you can register for KYC through your Broker.
      • o If you have registered for KYC through an execution partner (broker), please wait for 3-5 working days for the registration to be updated. Once your KYC is registered you are compliant to start your journey on Alphaniti.
    3. How long does it take to complete the KYC registration process?
      • o 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.
    4. What documents do I need to provide while registering my KYC with the broker?
      • o ID Proof - Aadhaar Card/ PAN Card
      • o Address Proof - Aadhaar Card/ Utility Bill
      • o For LRS Form (for investments made in the US market): Applicant details, Details of withdrawal of foreign exchange & beneficiary details
  • Risk Profile (US Investments & Digital Advisory)

    1. Is it needed?
      • o 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.
    2. How do we assess an investor’s Risk Profile?
      • o 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.
      • o Here's a glimpse of the Alphaniti Risk Profile questionnaire:
        • a. What is your age and income bracket?
        • b. What is your investment purpose?
        • c. What is the duration you plan to invest for?
        • d. If Portfolio falls greater than 30% - How are you likely to act?
        • e. What is the worst loss you have seen in your portfolio till date?
      • o Based on the responses selected by the User, the platform generates a risk score and categorizes the User into one of the following categories:
        • a. Very Conservative
        • b. Conservative
        • c. Moderate
        • d. Aggressive
        • e. Very Aggressive
  • Subscription

    1. What are the subscription packages available on Alphaniti?
      • o Xpress*: FLAT Rs. 99 for 6 months (Stockz Genie)
      • o Value Plus*: FLAT Rs. 999 for 6 months (Stockz Genie, All India Equity Baskets & All India Equity Strategies) * Prices are exclusive of GST and are subject to change.
    2. How do I pay the subscription fee?
      • o You can pay the subscription fee online through Card payment, Netbanking or UPI.
    3. Can I upgrade my plan in the middle of the subscription period? Can it be adjusted with my previous plan?
      • o Users can upgrade from a lower to a higher plan. For example; a user with a Standard plan may upgrade to a Premium or Pro plan and from a Pro to a Premium plan. However, we recommend that Users continue with their existing plans till the end of the subscription.
    4. Are there any additional charges besides the subscription fee?
      • o 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).
    5. Why do I need to pay a subscription fee?
      • o Alphaniti charges a flat subscription fee irrespective of the amount you invest. There are no additional and/or hidden costs, commissions, charges etc.
  • Execution

    1. How do I buy a Stock or Basket/ Strategy on Alphaniti?
      • o To buy a Stock or Basket/ Strategy you need to have an active Trading and Demat account.
      • o Once you have selected the Stock or Basket/ Strategy, enter the amount you wish to invest.
        • a. In the case of Stockz Genie – you can either put the Amount or Quantity.
        • b. In the case of Basket/ Strategy – there is a minimum investment amount associated with each Basket/Strategy
      • o Select the Execution Partner (broker) you already have an account with – enter your log in details and proceed to execute
      • ! Remember to make sure that your brokerage account is sufficiently funded before you execute an order!
      • o Alphaniti is a Direct Investment Platform. It offers direct distribution services through Alphaniti and digital advisory through a separate SID.
      • o Any stocks, baskets, or strategies bought on Alphaniti through your execution partner are held in your Demat account with the execution partner. Your funds are held by your broker, Alphaniti has no access to your funds or your trading account.
        While Alphaniti shows the latest updates on you invested portfolios, the control of your Demat or Trading account lies with the User and the broker.
    2. How do I create an account with the execution partner (Broker) on Alphaniti?
      • o On the Execution Partner Pop-up once you select the broker of your choice you will be re-directed to the broker’s Log In / Sign Up page. Click on Sign Up and follow the steps on the screen to complete your registration.
      • o On an average it takes about 1-2 working days to get your brokerage account activated provided you have an active KYC registration.
    3. What if I don’t see my broker on Alphaniti?
      • o If you don’t find the broker of your choice or do not wish to open a fresh account, the platform offers an option to “Save and Track” your portfolio. To use this option, select the basket or strategy to be bought, click on invest, enter the amount and in the Execution Partner pop-up select “Save”. Post saving, this portfolio will be visible on your Quick View page.
      • o We are constantly in the process of adding more execution partners to our list, if you do not see the name of the broker, please shoot out a mail to us at and we will try to onboard the broker as soon as we can.
      • o Once your broker has been onboarded to the platform, you can invest your saved portfolios by clicking on “Invest with Broker”.
    4. Who will be the custodian of my stocks or investments?
      • o 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.
    5. How can I sell my investments?
      • o Once you invest in a basket or a strategy you should allow a certain minimum time period for optimizing your portfolio performance. However, any security in the basket can be sold directly from your broker account.
      • o If you so choose to sell your investments through your broker account, please do update us by sending an email to
  • Investment Options (India Equity – Stock ideas, Stock Baskets & Stock Strategies)

    1. What investment options does Alphaniti offer?
      • o We have a high-quality bouquet of carefully crafted equity strategies and unique baskets covering a wide range of stock themes & ideas for the Indian market. Our strategies and investment baskets cover an extensive range of investment philosophies across quantitative factors such as Growth, Momentum, Value, Low Volatility etc.
      • o Our key investment offerings include:
        • ■ India Investments:
        • Stockz Genie: Our Single Stock Recommendation engine that offers single stock trade ideas/ signals that straddle different time horizons across small, mid and large cap stocks based on our proprietary research.
        • India Equity Baskets: Thematic baskets designed through a rigorous bottom-up process for investors who are new to the market but would like to adopt a portfolio-based approach towards taking their first steps in the stock market
        • India Equity Strategies: Keeping in mind every investor's individual temperament & style, we have used cutting edge algorithms to build high-performance portfolios as per each uniquely designed strategy.
    2. How will I know that the Stop-Loss has triggered?
      • o We will send an alert on your registered email when a stock bought by you on the platform triggers the Stop-Loss. You can also find the details in the Past Trades tab.
      • o Additionally, you can see all trades in the Past Trades tab with the respective time validity of each trade. The trades that have been closed in case of Stop-Loss Triggered/ Time Elapsed/ Target Achieved will also be reflected in Past Trades.
    3. What is the difference between Baskets and Strategies?
      • o Baskets are a collection of stocks grouped under a certain theme, whereas Strategies are based on rule-based quant and data driven portfolio creation methods.
      • o The minimum threshold for the baskets is lower and varies from around 10K to 20K. Whereas, the strategies have higher minimum threshold.
  • Investment Options (US Equity)

    1. What do I have to do to invest in the US market?
      • o We focus on the US equity markets via thematic baskets as well as well-designed quantitative strategies which have been modeled on investment philosophies of investing legends such as Partha Mohanram, Peter Lynch, Warren Buffet.
      • o Once you register on our Alphaniti platform, you can go to the US market tab and select from a choice of top performing strategies and baskets. Your investments will be executed by you digitally through DriveWealth, a reputed US based broker through the Stockal gateway which carries out the LRS documentation digitally.
    2. What do I have to do to invest in US market?
      • o 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.
    3. How long will the Investment process take?
      • o It will take 2 business days for your account to get approved. Once approved, you will have to fund the account by transferring money into the brokerage account from your bank account.
      • o Once the funds become available in your brokerage account, you will be able to make investments on Stockal. Feel free to use the extensive research and support available on the platform.
      • o After selling any of your investments, whenever you want to get your money back, just click on "Withdraw" and all your available cash will be sent over to your domestic bank account.
    4. Who will be the custodian of my stocks or investments?
      • o Stockal's US brokerage partner, Drive Wealth, works with Citigroup, New York, for the custody of brokerage accounts.
  • Rebalancing

    1. How often the rebalancing is done and how are the customers informed?
      • o The rebalancing process helps update your portfolio and align it with your chosen Alphaniti Strategy / Basket. The frequency of rebalancing usually depends on the product you have invested in and may vary from monthly to quarterly to half-yearly.
      • o The investments made on Alphaniti are rebalanced on a quarterly periodicity.
      • o Reminder emails are sent out to your registered email ID with a link to rebalance your investment(s).
      • o To rebalance a Strategy or a Basket begin by clicking the link in the reminder email OR log in on Alphaniti and navigate to the “Quick View” page. The portfolio due for rebalancing will show a “Rebalance” button on the portfolio tile, click on the button to initiate Rebalancing.
  • Miscellaneous

    1. Can I create my own baskets on Alphaniti?
      • o Build Your Own basket is a feature we are working on and will soon be introducing it on the platform for Indian equity. This will allow registered Users to create, buy and track their own baskets.
    2. Can I upgrade my plan in the middle of the subscription period? can it be adjusted with my previous plan?
      • o Users can upgrade from a lower to a higher plan. For example; a User with a Standard plan may upgrade to a Premium or Pro plan and from a Pro to a Premium plan. However, we recommend that Users continue with their existing plans till the end of the subscription.
    3. How do I view my investments?
      • o All investments (bought or saved) 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.
    4. Where can I download the Capital Gains statements?
      • o The capital gains statements will be available in your account on the on-you broker’s platform or application.

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