Professional Documents
Culture Documents
Uio
Uio
Uio
BSAL Membership 1560 SEBI Registered Investment Advisor INA 000013235 DIFC AI Innovations License
Exchange
Trade Financial
Growth
Global
Shares Trend
Exchange
Trade Financial
Word
Stock Market Back testing
People
Fundamental
Growth
Global
Shares Trend
Tr
I|
HN
ad
itio
Br
|
rs
il
na Br
to
Human Emotions & Biases Research Challenges
ok
ta
l B ok
NI ves
ro er
Re
er
UH il In
ke ag
ra e
ta
s
ge
Re
|D
al
du
No Risk Management No USP
isc
ivi
ou
Ind
nt
Limitation Of Research
rs
Fu
Research Challenges
ch
t so
AM R
en dvi
nd
Cs ese
Te
em -a
| In arc
ag bo
Ho
lth
su h I
an o
M |R
Human/Time Intensive Process ra ns
nc tit
ea
lth nk
e | uti Advice based on Obsolete Data
se
ea -ba
W
Tr on
| W eo
s
ea s
|N
su
ry
nk
Limitation Of Data Monitoring |
Ba
No Equity Advise
legacy in India MRR Entrusted Clients AUM No. of Paid Clients Brokers Institutional Clients
Stock Exchanges ARR CAC LTV Retention % Partners Order Pipeline Potential Revenue
Stock
Asset Management
Pension
Solutions Banks
brokers companies Funds
Private
Wealth Management
Research
Insurers Retail
Markets companies Analysts
Key Team Members Incubation and
Accelerator Partners
Sumit Chanda Shailesh Mehta Prashant More Shreerang Ketkar Rajesh Batreja
Founder & CEO Co-Founder & Director Chief Technology Officer Chief Compliance Officer Co-Founder & CSO
Board of Advisors
600K 1Mn
Sep 2022
Nov 2021
1Mn 5Mn
Q1 2025
May 2024
Crown International
Family Office
Fund Usage