Sousthav Chakrabarty seen pitching fintech startup Capitalquotient.com – a personal-finance set of platforms built around a non-distribution and a planning-first approach armed with institution- grade research-backed curation of investment avenues, and a direct mode execution engine which generates un-biased and instant advice without an Equity or Mutual Fund agenda.
The Startup was founded in 2016 and has a team of 22. The Startup has four founders – Sousthav (CEO), Gautamy (COO) and their cofounders Anil Bhat(CTO) and Ajay Prasad (Technology head). “We are a perfect mix of experience in finance, technology and entrepreneurship. We understand regulatory environment, technology and consumer behaviour. Our advisory team comes with a collective experience of 70 years and is comprised of domain experts from technology, robo advisory and consumers markets including real estate”, says Sousthav.
CapitalQuotient(CQ) is a comprehensive personal finance platform built around a non-distribution (SEBI RIA approach) and a planning-first (through holistic Financial Planning) approach armed with institution- grade research-backed curation of investment avenues, and a direct mode execution engine.
WealthQuotient(WQ) is built as a layer on top of the CapitalQuotient platform, but bundled together with business tools like CRM, Product Scoping etc for financial intermediaries which enables them to better manage and enhance their business, provide instant access to their customers on their financial plan, investment portfolio and shortfalls.
