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

New Product Release

Execution Platform for CQ under Direct Mode and WQ for Partner ARN

Mar

2018

Jobs


Team Summary

CO-FOUNDERS :
Sousthav Chakrabarty - 12 + years of experience in Banking and Financial Services having 6 years of entrepreneurial experience into Non-FinTech based Investment Advisory. Qualification – B.Com (St Xaviers), MBA (ITM-B and New Hampshire College)
Gautam Reddy - Experience of 4+ years in product and partnership development. A polymath with diversified experience founding companies. Qualification – B.E (BITS, Pilani)
Anil Bhat - Currently engaged with a Top 5 E-Commerce company as Associate Architect. 10 years | Qualification – B.E (NIT)
Ajay Prasad - Application Security Certified B.Sc in Computer Science, with an experience of 8 years

BOARD OF ADVISORS :
A Chartered Accountant currently working as Partner in Global Top 3 Audit Firm
A IIM-C MBA and M.Sc (Finance) from London Business School working as Director setting up robo-advisory for Global Top 3 Bank
A Strategy Head of one of India's largest AMCs
A CEO of a Real Estate company

Team

Founding Team

Entrepreneur / Banking & Financial Services Professional @ Stealth-mode Start-Ups

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

Anil Bhat


Co-Founder
Gautam Reddy

Gautam Reddy


Co-Founder
Ajay Prasad

Ajay Prasad


Co-Founder

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