Expert-managed portfolios
for every Indian investor.
For your hard earned money to compound with conviction. Portfolios built by SEBI-registered desks, where you always know what you own and why.
The market is designed to take advantage of the busy investor.
You run a job or a business, not a research desk. The depth and conviction built through years rarely reaches everyday investors.
Tips, targets, FOMO.
Everything shouts at once, and you've no time to tell signal from noise.
Conviction that connects the dots.
Model portfolios from experienced analysts & advisors, where the reasoning is always on the record.
- Every move explained
- Regulated advice, never a tip
- Your own broker, fee-only
From a RealCase to your own conviction.
Pick your RealCase
Choose an expert-built model based on its thesis, investing style, and risk level.
Mutual Fund PortfoliosETF PortfoliosStock Portfolios
Your money never leaves your broker
Track returns against the model, its allocation, and the reasoning behind every holding.
Model+15.1%You+13.8%since you enteredInvest asBulkSIPEvery change, explained
Why a target weight moved, in writing, on the record.
Active, Hold or Reduce on every holding Trims ride future flows, so less tax The most flexible way to follow a model
Easily follow the manager’s recommended actions and stay aligned with the model in the way that works for you.
Holdings vs the modelYour holdings have drifted from the model.
- HDFC BankFinancials+2% over
- ITC LtdReduceFMCGReduce 4%
- InfosysIT+3% light
These illustrations are for showcase purposes only. Any instruments, holdings or figures shown are examples, not a recommendation or investment advice.
Model portfolios, built to be understood.
Runs on the broker & app you already use
- Zerodha
- HDFC Securities
- Groww
- ICICI Direct
- Axis Direct
RealCase only advises. You execute and hold everything in your own broker.
You're backing the research, not a stranger's tip.
“Every Indian investor deserves institution-grade advice that is regulated, conflict-free, and backed by data and clear reasoning.”
A SEBI-registered Investment Adviser and founder of Fynvestor, NISM-certified at Investment Adviser Levels 1 and 2, with an MBA from IIM Mumbai and 10+ years in equity research. He brings this experience to the table and has already been managing investment portfolios for numerous investors.
6+ years in the fintech industry, with experience engineering trading and investing platforms. Founded Prysm Finance, an AI research copilot for the Indian stock market, and was a founding-team member and senior product engineer at TanX Finance (a top-ten DEX). Have also mentored and created content for software engineering.
Learn now. Back yourself later.
Follow the desk while you learn how it thinks, and start making your own calls when you are ready.
You're not full-time in the market.
So you start by borrowing the conviction of SEBI-registered experts.
The RealCase app is coming.
Model portfolios, explained changes and one-tap rebalancing, in your pocket. Join the waitlist to get exclusive discounts when we launch.
Frequently asked questions
What is a realcase?
A set of holdings at specific target weights, published by SEBI-registered desks and held in your own broker. Two things set it apart: a rebalance sells only what the desk marks Reduce, so you are not paying short-term tax on positions it still rates well, and any amount you invest is deployed at the current weights, with anything trading above the desk's price parked in a liquid asset until it is worth buying.
Is RealCase SEBI-regulated?
No, RealCase is a technology company that enables SEBI-registered advisors and analysts to publish and manage portfolios, while giving investors a more flexible, transparent, and intuitive way to invest. We are starting with our in-house SEBI-registered entity, Fynvestor Investment Advisory (SEBI RIA, INA000020563), to launch our first model portfolios, and are onboarding other SEBI-registered advisers alongside it.
How do subscriptions and rebalancing work?
A flat subscription unlocks the holdings, weights and reasons. When the facts change you get an Active, Hold or Reduce update, and a one-tap rebalance computes the exact buys and sells. What matters as much is what it does not sell. A percentage-based rebalance trims everything that has drifted, so one holding running up forces sales across the book, including positions the desk still rates Active or Hold. Here a sale happens because a holding moved to Reduce, not because arithmetic said so. Fewer sales means less short-term capital gains tax, charged at 20% on equity held under a year.
Can I start with any amount, and what if prices look expensive?
Yes, there is no minimum and no fixed monthly commitment. Whatever you invest is allocated across the current target weights, so you never end up with a lopsided version of the model. If part of the book is trading above where the desk wants to add, that share is not forced in at those prices. It waits in a liquid asset until the price is back in range, and you are told when to deploy it. That is the gap a SIP leaves open: it keeps buying on a date whatever the price, and a lump sum put in at once takes whatever the market offers that morning.
How does RealCase charge users?
A flat subscription, nothing else. No commissions, no trail income, no cut of your profits. We never earn from what you buy.
I am a SEBI RA/RIA and want to list my portfolios on RealCase
Yes. RealCase is built for SEBI-registered Research Analysts and Investment Advisers to publish and manage their model portfolios. We are onboarding a limited number of partners at this stage. Please write to us and we will follow up directly.
Talk to usAre returns guaranteed?
No. Markets carry risk and past model performance is not a promise of your returns. Your results will differ with share rounding, entry timing and how you contribute.