Every portfolio. Every risk. Analyzed in real time.
Questimate gives asset and wealth managers institutional-grade attribution, risk, and allocation analytics across every asset class - 200+ metrics on ₹16,000 Cr+ of client portfolios, recomputed with every market tick.
Portfolio Overview
₹0 Cr+220%
₹5,000 Cr
2024
₹15,000 Cr
2025
₹16,000 Cr
2026
Coverage
From blue chips to alternatives, every holding analyzed
Equities, mutual funds, bonds, PMS, and AIFs across NSE and BSE - consolidated across brokers and custodians into one view.
NIFTY 50 constituents shown for illustration. Company names and logos are the property of their respective owners; no affiliation or endorsement implied.
The analytics engine
Built for portfolio analysis, end to end
Attribution, risk, allocation, and reporting - the four questions every asset manager answers daily, answered by the platform.
Performance attribution
Know exactly what drove every basis point
Brinson and factor-based attribution decompose returns from the portfolio level down to individual securities - so when a client asks why, you answer in seconds, not spreadsheets.
- Allocation, selection, and interaction effects at every level
- Benchmark-relative or absolute, over any period
- Drill from portfolio to sector to single holding
Contribution to active return
vs NIFTY 500 · Q1 FY27Risk & scenarios
See the drawdown before the market shows it to you
Run your portfolios through 40+ prebuilt historical and hypothetical shocks, or design your own. Factor exposures, VaR, and drawdown analytics update with every price tick.
- Historical replays and custom hypothetical shocks
- Factor exposures, VaR, beta, and liquidity analytics
- What-if analysis for hedging overlays before you trade
Stress test - portfolio impact
40+ scenarios1.24%
VaR (95%, 1-day)
0.87
Portfolio beta
1.42
Sharpe ratio
8.6%
Max drawdown
Multi-asset coverage
Every asset class in one consolidated view
Equities, mutual funds, bonds, PMS, AIFs, and private deals - aggregated across custodians with look-through to underlying holdings, and drift alerts against your model portfolios.
- Automatic aggregation across brokers and custodians
- Look-through from fund of funds to underlying securities
- Model-portfolio drift alerts with rebalance suggestions
Consolidated allocation
Live · across 6 custodians₹16,000 Cr
tracked AUM
Equity drift +1.8% vs model - rebalance suggested for 12 portfolios.
Automated reporting
Client-ready reports without the late nights
Factsheets, attribution packs, and audit-ready risk reports generate themselves on schedule - white-labeled, compliant with your templates, and delivered straight to clients.
- White-labeled factsheets and performance packs
- Scheduled generation and delivery to client inboxes
- Full audit trail on every number in every report
Report runs
This month · 638 deliveredMonthly client factsheet
Sent to 214 clients
Quarterly attribution pack
Scheduled · Oct 1
Risk & compliance pack
Generated in 42s
White-labeled with your firm's branding, delivered on your schedule.
The Platform
A new era of institutional intelligence
Data foundation
One source of truth
Positions, prices, and corporate actions reconciled nightly across every broker and custodian - so every metric on every screen traces back to verified data.
Explore the engineLive analytics
Analytics at market speed
Attribution, factor exposures, VaR, and drawdown recompute with every price tick - not in an overnight batch. Decisions run on live numbers.
Trust & security
Built for fiduciaries
Full audit trails, role-based access, and enterprise-grade security on every portfolio - because your clients' trust is the real asset under management.
Talk to our teamHow it works
How we work with you
A proven workflow from assessment to ongoing optimization.
Financial Assessment
We understand your setup, goals, and challenges through a comprehensive discovery.
Portfolio Analysis
Deep analysis of portfolios, risk profiles, and performance to identify opportunities.
Strategy Planning
Co-create a tailored strategy aligned with your objectives and market outlook.
Implementation
Seamless onboarding. Get up and running in as little as 7 days.
Monitoring & Optimization
Ongoing support, regular reviews, and proactive recommendations.
Start your investment journey.
Join leading asset and wealth managers who trust Questimate for data-driven portfolio intelligence. Get up and running in as little as 7 days.
Contact
Ready to transform your practice?
Get in touch to learn how Questimate can help you scale.
Reduce operational costs by 40%
Scale without adding headcount
Enterprise-grade security