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AlphaLeap · Model portfolio

A portfolio built
to be held.

15–20 Indian companies for long-term investors, placed from your own demat account and reviewed every quarter.

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  • ₹10,000 a year
  • 36 months+ horizon
  • Your money stays in your demat

What you get

One membership.
The whole plan.

01 · The portfolio

15–20 companies, each with a target weight

  • Chosen from 500+ after five CLEAR filters
  • Mid : small, roughly 30 : 70
  • Held for 36 months+

02 · The research

A written thesis behind every holding

  • Why we own it, in plain English
  • Our entry-price discipline
  • Governance scored 0–10; 6.5 minimum
  • What would prove us wrong, tracked openly

03 · The review

Reviewed every quarter. Every change explained.

  • Every change comes with a reason, sent to all members at once
  • Rebalance trades sized to your amount
  • Nothing is placed without you

04 · Dashboard & Jarvis

Your dashboard, plus an AI assistant

  • Holdings, transactions, sectors and statements
  • Jarvis answers questions on our research
  • Every execution attempt on record

Jarvis is an AI assistant. How we use AI

Focused enough to matter.
Spread enough to sleep.

15–20 companies, mostly mid and small.

Horizon
36 months+

Held, not traded

Mix
30 : 70

Mid : small cap

Amount
₹5 lakh+

So all names fit

Risk
High

Expect falls on the way

For you

  • 3+ years to stay invested
  • Calm through falls
  • Your basket, ready in your broker

Not for

  • Money needed soon
  • Assured returns
  • Short-term trading

Illustrative structure, not a recommendation. Equity can lose money, including your principal.

How it works

From sign-up to invested.

Becoming a member, then your first basket — ready to place in your own broker account.

No narration, music only. Every step is written on screen. Holdings shown are examples for illustration only and are not recommendatory.

Our process · CLEAR

Five filters.
Zero guesswork.

Every company we publish passes all five. Most ideas don’t. The counts below are illustrative.

  1. Catalyst

    Is there a real story?

    500+ screened

  2. Level of entry

    Is the price sensible?

    150 left

  3. Earnings

    Are profits growing?

    40 shortlisted

  4. Accountability

    Can we trust the people?

    6.5 / 10 to qualify

  5. Risk–reward

    Is the upside worth it?

    15–20 make it

Explore our process

Membership

One price.
Everything included.

AlphaLeap membership

₹10,000a year

Inclusive of GST. About ₹833 a month. Billed once a year via Cashfree Payments. No auto-renewal. Fees & refunds

Become a member Prefer to talk first? Book a call

Suggested amount to invest: ₹5,00,000 or more, to hold all 15–20 names. It stays in your own demat account; the fee is for the research.

  • 15–20 companies, target weights
  • A thesis for every holding
  • Quarterly review, with reasons
  • Basket sized at live prices
  • Basket ready in your own broker; one click where your broker supports it
  • Dashboard, statements, execution log
  • Jarvis, an AI research assistant

Questions

Asked often.

Anything else? Write to research@investacecapital.com or call +91 91520 03034.

What is AlphaLeap?

A model portfolio of 15–20 Indian companies, chosen from 500+, each with a target weight and written thesis, reviewed every quarter.

How much does it cost?

₹10,000 a year, inclusive of GST, no auto-renewal. Suggested investment: ₹5,00,000 or more, to hold all 15–20 names.

Do you hold my money or shares?

No. Investace is not a broker or a portfolio manager. Your money and shares stay in your own demat account; we never see your login or trade on your behalf.

How does placing the orders work?

Your basket, in whole shares at live prices, is prepared for the broker you use. Where your broker supports one-click baskets (for example Kite Publisher), it opens pre-filled; with any other broker you get a guided order list. You place it; only what you confirm is recorded.

How often does the portfolio change?

Quarterly. Each change is logged with a rationale and sent to all members at once.

What is Jarvis?

An AI assistant for questions about our research, process and portfolio. It explains; it does not give personal advice. Read how we use AI.

Is Investace Capital SEBI registered?

Yes. Investace Capital (SM Research Services Pvt Ltd) is a SEBI Registered Research Analyst, INH000017736, enlisted with BSE (RAASB) under No. 6315.

Can I lose money?

Yes. Equity investing carries a real risk of loss, including loss of your principal. This is a high-risk, concentrated strategy suited only to investors with a high risk appetite and a long horizon. There is no assurance of returns, and past performance is not indicative of future results.

Start here

Own the plan.
Keep the keys.

Reviewed every quarter, in an account only you control.

Become a member Review my portfolio

Not sure yet? Get a free written portfolio review by email in 2 working days. Or book a call.

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Holdings shown are examples for illustration only and are not recommendatory.