Kalpi Finwiz Advisory Private
Latest round
- Seed
Last raised
- May 2026
Total raised
- $0.4M
Investors
- 1
About Kalpi Finwiz Advisory Private
Based in India, Kalpi Finwiz Advisory Private Limited specializes in providing a rule-based investing platform that empowers users to create, backtest, and manage stock portfolios effectively, catering to both individual and institutional clients. Kalpi Finwiz Advisory Private Limited, founded in 2025 by Ashwar Gupta and headquartered in Hyderabad, India, operates a platform that facilitates systematic investment strategies. Kalpi offers a sophisticated rule-based investing platform designed to enable users to create, backtest, and manage stock portfolios effectively. The platform's core functionalities include the ability to build customized investment strategies and utilize pre-designed portfolio templates, allowing users to test historical performance before committing capital. The platform features a no-code backtester and a range of portfolio management tools that automate monitoring and rebalancing, thereby streamlining the investment process. Kalpi generates revenue through a subscription-based model and partnerships with brokers, providing users with various pricing plans tailored to their needs. Clients typically engage with the platform through individual subscriptions, allowing them access to Kalpi's suite of tools, including the AI-driven research suite and the agentic assistant for portfolio analysis. The service facilitates transactions where users can connect their brokerage accounts securely to execute trades based on curated investment strategies. Kalpi aims to introduce new features to its platform and expand its reach into additional markets beyond India. Specific new products are in the design phase, with targeted release dates to be announced as part of their growth strategy.
Who invested in Kalpi Finwiz Advisory Private
1 investor across 1 round
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Funding rounds
Seed
May 19, 2026
Amount
$0.4M
Investors
Questions about Kalpi Finwiz Advisory Private
Who invested in Kalpi Finwiz Advisory Private?
Kalpi Finwiz Advisory Private has 1 investor on record across 1 venture round. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has Kalpi Finwiz Advisory Private raised?
Kalpi Finwiz Advisory Private has raised 1 venture round. Sign up free to see how much each round raised and the total.
When did Kalpi Finwiz Advisory Private last raise money?
Kalpi Finwiz Advisory Private's most recent round on record is a Seed, in May 2026.
What does Kalpi Finwiz Advisory Private do?
Based in India, Kalpi Finwiz Advisory Private Limited specializes in providing a rule-based investing platform that empowers users to create, backtest, and manage stock portfolios effectively, catering to both individual and institutional clients.
Where is Kalpi Finwiz Advisory Private headquartered?
Kalpi Finwiz Advisory Private is headquartered in Hyderabad, India.
Which VCs invest in companies like Kalpi Finwiz Advisory Private?
Among active investors with capital left to deploy, MPCi, Luminous Ventures, Zijin Venture Capital and Legend Capital back software companies at Kalpi Finwiz Advisory Private's stage. Their profiles are linked below.
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