CapitalQuotient

  • Bangalore, India
  • FinTechPersonal Finance, FinTechAdvisory, FinTech, Subscription Commerce, Web, Mobile

Empowering users and financial intermediaries for better financial visibility and financial control across 18 asset classes.

Founded:
2016
Stage:
Steady Revenues
Market:
B2C

Startup Video

Featured


Ideation

Conceptualized the business model leveraging on previous start-up experience.

Jun

2015

Founded

Millennium Family Office Investment Advisor incorporated as Sole Proprietorship

Jun

2016

Founded

Plan for incorporation of Quotient Digital Solutions Private Limited.

Sep

New Product Release

Alpha Version of the website goes live at www.capitalquotient.com.

Oct

New Team Member

Team expanded by additional 2 FSD. Promoters bring in additional funds.

Nov

Founded

Capital Quotient Investment Advisors as an RIA set up

Feb

2017

Funding

Closed the first round of investments

Apr

New Product Release

Beta Launch of Financial Planning platform.

Apr

New Product Release

Launch of Investment Addition module on Web.

Jun

New Product Release

Partner B2B2C Module Launch for Intermediaries on SaaS model.

Sep

Funding

2nd Round of Funding concluded

Dec

New Team Member

Sales and Service teams set up, CQ Exclusive launched

Jan

2018

Customer

Touched 25.70 Lakhs of Revenue LTD

Mar

Customer

Rapid expansion in sales and revenues recorded 16.185 Lakhs of revenue for Apr.

Apr

New Product Release

CQ Elevate program launched

May

New Product Release

Mobile App launch scheduled

Oct

New Product Release

Execution Platform launch scheduled

Oct

Jobs


Team Summary

Seasoned and experienced team with more than 45 years of collective domain and technical expertise, backed by a board of advisors with a collective experience of more than 70 years across technology, banking and asset management.

Team

Founding Team

Entrepreneur / Banking & Financial Services Professional @ Stealth-mode Start-Ups. Deep knowledge of domain and technology.

WORK

HDFC Bank (2013 - 2015)
Head - Relationship Banking

Repairyourinvestments Advisors Private Limited (2007 - 2013)
Managing Director

Citibank India (2006 - 2007)
Investment Counselor

EDUCATION

New Hampshire College
Master of Business Administration (M.B.A.) • 2004 - 2004

Institute Of Technology And Management
Post Graduate Diploma in Management • 2002 - 2004

St. Xavier's College
B.Com (First Class Honours) • 1999 - 2002

Gautam Reddy


Co-Founder

Operations and Strategy specialist having worked across multiple technology start-ups and having a diverse multi-domain expertise.

Product/Service Summary

QDS operates two platforms CapitalQuotient and WealthQuotient as of now.

CapitalQuotient is a B2C platform geared towards delivering complete financial visibility and financial control for end customers. It allows integrating upto 18 different types of asset classes under one roof, fetches details from multiple institutions and automates linking to various goals and then allows users to see where they stand financially and how to achieve their goals.

WealthQuotient is a platform for financial intermediaries who can use the platform to not only scale their business through tools such as intuitive CRM, MIS, Outside and Inside AUM, Product Scoping, Customer Engagement, Revenue Reconciliation and Contest Tracking, and then provide their customers the same degree of planning-first based advisory through an arms-length RIA-endorsed plan which they can execute/distribute.

Product/Service Descriptions