RupeeVest

  • Kolkata, India
  • FinTech, Platform, Research

Online investment and research platform for Mutual Funds and Corporate Fixed Deposits

Founded:
2013
Stage:
Early Revenues
Market:
B2C

Startup Video

Featured

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Bootstrapped RupeeVest uses an algorithm to customise portfolios to suit client needs | Your Story

Aug 29, 2017

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In conversation with Varun Mundra -Founder of Fintech startup Rupeevest.com | Fintuned

Aug 21, 2017

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MEDICI now! The RupeeVest Story | Let's Talk Payments

Jun 24, 2017

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Kolkata based Rupeevest is Offering Self-Help Investment Platform for Maximum Profitability | IndianWeb2

May 05, 2017

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The city of joy rides high on startup fever: Watch out for 10 emerging startups from Kolkata | Your Story

Aug 06, 2016


New Product Release

Mutual Fund Rating Methodology

Jun

2016
New Product Release

Mutual Fund Screener

Apr

2017
New Product Release

RupeeVest Investment Solutions - Goal based portfolios

Jul

Jobs

Team Summary

Our co-founders are from top institutes of India, working to deliver investment innovations to change the industry and build something new, something better. They bring among them diverse experiences and problem solving skills needed to address the grey areas surrounding the mutual fund investment industry.
Varun Mundra is a B.Tech. in Computer Science and Engineering, 2011, IIT Kharagpur. He has previously worked as a Software Developer at Oracle Financial Services Software Limited.
Mitul Daga has a Bachelor Degree in Commerce from St. Xavier's College, Kolkata and has done his MBA (Finance) from NMIMS, Mumbai, 2008. He has previously worked as an Associate Manager – Investments at Bharti AXA Life Insurance.
Mayank Mundra is a B.Tech. and M.Tech. in Electronics and Electrical Communications, 2013, IIT Kharagpur. He has previously worked as an Associate Software developer at Flextrade.

Team

Founding Team

Varun Mundra

Varun Mundra


Founder

Current - Co-founder & CEO, CTO, RupeeVest. Past - Software Developer, Oracle Financial Services Software Limited

WORK

Rupeevest (2013 - present)
CTO, Co Founder

Suraj Stock Broking Services Pvt LTd (2012 - 2013)
Commodities Associate

Oracle Financial Services Software Limited (2011 - 2012)
Software Developer

EDUCATION

Indian Institute of Technology, Kharagpur
Bachelor of Technology (B.Tech.) • 2007 - 2011

Indian Institute of Technology, Kharagpur
Bachelor of Technology (B.Tech.) • 2007 - 2011

Mayank Mundra

Mayank Mundra


Co-Founder

Co Founder @ www.rupeevest.com, Associate Software Developer @ Flextrade, Intern @ Reliance Capital

WORK

Work at www.rupeevest.com (2015 - present)
Co Founder

Flextrade (2013 - 2014)
Associate Software developer

Reliance Capital (2011 - 2011)
Intern

EDUCATION

Indian Institute of Technology, Kharagpur
B.Tech. & M.Tech. • 2008 - 2013

Indian Institute of Technology, Kharagpur
Bachelor of Technology (BTech) • 2008 - 2013

Mitul Daga

Mitul Daga


Co-Founder

Current- Product & Research Head, RupeeVest Past- Associate Manager - Investments, Bharti AXA Life Insurance

WORK

RupeeVest (2016 - present)
Product & Research Head

Self-Employed (2010 - 2015)
Equity Investor / Trader

Bharti AXA Life Insurance (2008 - 2009)
Associate Manager - Investments

EDUCATION

SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
MBA • 2006 - 2008

Product/Service Summary

RupeeVest is an online investment and research platform for Mutual Funds and Corporate Fixed Deposits to help all investors plan and invest their savings in a structured and hassle-free manner using our analytical tools and customized investment solutions.
• Goal based portfolios – RupeeVest Investment Solutions help users achieve various financial goals, which can be further customized to suit their specific requirements.
• Data at your fingertips – Our Mutual Funds Screener helps users scan the entire universe and choose the mutual funds that best suit their risk appetite and investment goals.
• Wealth Creation – We have developed our proprietary mutual fund rating methodology which has a proven historical performance track record, to help investors select funds with a higher probability of outperformance.
• Zero fees – We do not charge any fee / commission for our service. We have tied up with all major AMCs which give us a small brokerage for the business we generate with them.

Product/Service Descriptions

RupeeVest Investment Solutions

A wealth management technique which devises tailor-made portfolios according to investors’ risk and return profile.
A. Asset Allocation based: We have outlined the key historical statistics of various combinations of equity and debt market performance, so you can select a portfolio which represents your return expectations and risk tolerance.
B. Goal based: These help you invest into the right portfolio of mutual funds, without the complexity and noise. You can choose from a variety of themes.

Mutual Fund Research

Mutual Fund Screener: Our Mutual Fund Screener helps users scan the entire universe and choose the mutual funds that best suit their risk appetite and investment goals.
Mutual Fund Comparison: Our “Add to compare” option lets you add upto 4 funds and compare them side by side on various key parameters such as Returns, Performance measures, Portfolio attributes, etc.