Kalpi Finwiz Advisory Private Limited

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.

Kalpi's offerings serve a diverse client base, including individual retail investors and institutional clients, providing tools that support systematic investment approaches without the need for coding skills. The platform features a no-code backtester and a range of portfolio management tools that automate monitoring and rebalancing, thereby streamlining the investment process. Primarily targeting markets in India, Kalpi addresses the growing demand for quantitative investing solutions among traders and investors looking to enhance decision-making through data-driven insights. 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. While specific pricing details for individual services are not disclosed, the platform is designed to cater to both individual and institutional investors, thereby broadening its revenue streams across different market segments. Kalpi's strategic partnerships enhance its market reach and add value to its offerings, contributing to the overall user experience.

In May 2026, Kalpi Finwiz Advisory Private Limited raised INR 37. 5 million in Seed funding from Rainmatter. The company will use the funding to grow its team, enhance its product, and broaden distribution. 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.