InvestorAi

InvestorAi (operated by InvestorAi Analytics India LLP) is a SEBI-registered research analyst revolutionizing retail investing through AI-driven equity recommendations and portfolio solutions. The platform targets India’s 150 million+ retail investors, particularly tech-savvy GenZ and millennials, with institutional-grade AI tools previously accessible only to hedge funds.

Core Products and Services

• AI Curated Portfolios: 15+ equity baskets (e.g., FtM Equity Rocket, Hidden Gems) of 10–12 stocks, rebalanced using predictive algorithms.

• Predictive Market Signals: 600+ daily AI-generated insights on stocks and ETFs, covering technical, fundamental and momentum factors.

• YouTrade Integration: One-click execution via partnerships with HDFC Securities, Axis Securities and 5paisa.

• Virtual Assistant (Vani): AI chatbot providing real-time investment guidance and portfolio monitoring.

• SaaS Solutions: White-label AI tools for brokers and wealth managers, enabling customized portfolio strategies.

Key milestones

• 2021: Launched AI-driven "Follow the Machine" (FtM) portfolios on platforms like Paytm Money and YES Securities.

• 2024: Raised ₹80 crore ($9.6 million) in Series A funding led by Ashish Kacholia (Lucky Investment Managers).

• 2025: Expanded to the UK under parent company Bridgeweave, offering global equity and ETF insights.

Business Model & Revenue Streams

• Subscription Fees (60%): Tiered plans (e.g., ₹2,100/6 months for FtM Equity Rocket) for portfolio access.

• Licensing Fees (30%): Broker partnerships pay for API integration and white-label solutions.

• Transaction Fees (10%): Revenue share on trades executed via partner platforms.

Geographic split

• India (85%): Tier 1–3 cities, with Maharashtra, Karnataka and Delhi as top markets.

• UK (15%): Retail investors via a £14.99/month app subscription.

Customer segmentation

• B2B (70%): Brokerages (e.g., IIFL Securities, Geojit) and wealth managers.

• B2C (30%): Direct users via mobile app and educational content.

Top Clients & Partnerships

• HDFC Securities & YES Securities: Key distribution partners for FtM portfolios.

• Ashish Kacholia (Lucky Investment Managers): Lead investor and strategic advisor.

• Paytm Money: Hosts AI-driven WealthBaskets like FtM Equity Rocket.

• Bridgeweave (Parent Company): Provides global AI infrastructure and UK market access.

• Goodwill Wealth Management: Embedded AI insights for 200,000+ users.

Future Outlook & Strategic Priorities

• Product Expansion: Launch mutual fund baskets, gold/commodity strategies, and international equity recommendations by 2026.

• AI Advancements: Integrate generative AI for hyper-personalized portfolio adjustments.

• Market Penetration: Target 5x user growth in India and scale UK operations.

• Regulatory Scrutiny: SEBI guidelines on AI-driven advisory and data usage.