LotusDew

LotusDew is a SEBI-registered investment advisor operating as a technology-driven wealth management platform that uses artificial intelligence, machine learning, and proprietary data analysis to create curated equity portfolios for retail investors. The company specializes in identifying alpha generation opportunities in small-cap, micro-cap, and nano-cap segments where traditional asset managers struggle to operate cost-effectively.

Core Products & Services

• AI-Driven Equity Basket Portfolios – Curated stock portfolios created using proprietary algorithms analyzing regulatory disclosures, board governance quality, institutional investor behavior, and non-balance-sheet indicators to identify high-conviction investment opportunities

• Listed Venture Capital Strategy – Analyzes small companies with quality governance and strong earnings growth potential, delivering venture capital-like returns with the liquidity advantage of public market equities; 54% annualized returns over 5 years

• Nano-Cap & Micro-Cap Specialist Portfolios – Nanocap Champs (companies <₹500 crore), Deep Momentum, and other strategies focusing on underserved market segments with limited institutional coverage

• High Frequency Quant Strategy – Behavioral finance-based quantitative strategy capturing momentum and institutional investor activity patterns across small-cap segments

• Global Tactical Asset Allocation – ETF-based macro tactical allocation strategies designed to outperform across market cycles and economic conditions

• Portfolio Management Services (PMS) – Managed portfolios with minimum investment of ₹50 lakh, offering professional portfolio construction and rebalancing for high-net-worth individuals

• Investment Advisory Services – SEBI-registered advisory recommendations for individual stock selection and portfolio construction with customized risk profiling

Business Model & Revenue Streams

• Fixed-Fee Advisory Model – Charges fixed annual subscription fees for investment advisory recommendations with no commission-based conflicts; no minimum investment requirement with fixed fees starting as low as ₹500-₹7,500 annually depending on portfolio strategy

• Subscription-Based Product Access – Multiple subscription tiers for access to specific smallcase equity baskets through partner platforms (smallcase, HDFC Securities, IIFL, Upstox) with half-yearly and yearly subscription options

• Assets Under Advice (AUA) Model – Currently managing ₹1,000+ crore in estimated total assets (₹350 crore disclosed + ₹650 crore undisclosed), with 25,000+ lifetime customers across advisory and brokerage channels; revenue scales with growing AUA

• Dual Operating Model – Combined advisory model (fixed fees) and brokerage model (managed portfolios) generating revenue from both subscription fees and portfolio management charges

• Multichannel Distribution – Revenue through direct online distribution via company website and multiple broker platforms (smallcase ecosystem) enabling wider reach with minimal customer acquisition costs

• Technology-Driven Scalability – Proprietary AI/ML systems and data analytics enable cost-effective portfolio management across multiple strategies and customer segments that traditional asset managers cannot serve profitably