AssetYogi
AssetYogi is an India-based financial education and SEBI-registered investment advisory platform serving individual retail investors and families with curated mutual fund and stock portfolio advice, supported by a proprietary multi-cycle simulation model and a 4M+ YouTube community.
- Company typePrivate
- Founded2022
- HeadquartersNew Delhi, India
- Headcount11–50
- GTM typeB2C
- OfferingServices
What AssetYogi does
AssetYogi is an India-based financial education and investment advisory platform operated by Vidfin Technologies Pvt. Ltd., headquartered in New Delhi. The company runs two interrelated lines of business: a content-driven financial literacy platform anchored by a 4 million-plus YouTube community, and a premium research-based investment advisory service branded as AssetYogi Wealth. Its primary customers are individual retail investors and families seeking curated mutual fund and model stock portfolio advice, with secondary outreach to corporate clients via a Corporate Advisory offering for employee financial wellness programs.
The AssetYogi Wealth advisory offering is built around a proprietary multi-cycle simulation model that recommends portfolio allocations for Bull, Bear, and Sideways market conditions based on 20 years of backtested data and analysis of over 100 metrics per investment. The platform combines curated mutual fund portfolios with model stock portfolios, performs active rebalancing tied to market and fundamental triggers, and provides dedicated relationship manager support and a family-account dashboard covering multiple household members. The broader ecosystem includes financial calculators (EMI, home loan eligibility, rent vs buy), real estate guides, webinars, online courses, and a content library spanning personal finance, investing, legal and tax, loans, and accounting.
AssetYogi monetizes through recurring advisory fees on its Wealth service and one-time fees for educational courses, distributed via a sales-led go-to-market centered on "expert call" consultations booked through its website. The firm is SEBI-registered as a Research Analyst (INH100009752) and BSE-enlisted (No. 5574), providing regulatory legitimacy for its personalized investment recommendations. The company is privately held, operates exclusively in India, and shows no disclosed external institutional funding.
AssetYogi firmographics
Firmographics- Name
- AssetYogi
- Legal name
- Vidfin Technologies Pvt. Ltd.
- Website
- https://assetyogi.com
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- AssetYogi is an India-based financial education and SEBI-registered investment advisory platform serving individual retail investors and families with curated mutual fund and stock portfolio advice, supported by a proprietary multi-cycle simulation model and a 4M+ YouTube community.
- Ownership category
- akta.pro rank
AssetYogi industry classification
Industry- Product category
- Investment Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)
- akta.pro secondary industries
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)
Keywords
Where AssetYogi is headquartered
LocationHeadquarters
- HQ city
- New Delhi
- HQ country
- India
- HQ region
- Asia
Offices1 record
Markets served
AssetYogi business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Research-Based Wealth Advisory: AssetYogi Wealth provides curated mutual fund and stock portfolio advisory services. Revenue is generated through advisory fees charged for research-backed investment recommendations, portfolio construction, and ongoing rebalancing services delivered via expert calls and dedicated relationship manager support.
- Financial Education Content & Courses: AssetYogi monetizes educational content through its courses platform (courses.assetyogi.com), offering financial literacy and investing courses to individual investors.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
AssetYogi product offering
Product offeringCore offering
AssetYogi Wealth is a research-based investment advisory that delivers curated mutual fund portfolios and model stock portfolios for individual investors, built on a proprietary simulation model that adapts allocations across bull, bear, and sideways market cycles. Subscribers receive dedicated relationship-manager support, family account consolidation, and ongoing portfolio guidance in exchange for advisory fees. The company also provides financial education through calculators, webinars, online courses, and guides.
Product overview
AssetYogi operates a comprehensive finance education platform organized around a flagship premium service (AssetYogi Wealth) supported by multiple educational and tool-based offerings. AssetYogi Wealth provides research-based investment advisory with curated mutual fund and stock portfolios, rebalancing services, and dedicated relationship manager support. The platform also offers an extensive library of finance calculators (EMI, home loan eligibility, rent vs buy), real estate guides (land records, land measurement units), webinars, courses, and corporate advisory services. The ecosystem includes dedicated subdomains for webinars (webinar.assetyogi.com) and courses (courses.assetyogi.com), while the main site (assetyogi.com) serves as the content hub for articles, guides, and calculators covering personal finance, investing, legal & tax, loans, and accounting topics.
Differentiator
Problem solved
Functional benefit
Products and services
- AssetYogi Wealth A subscription-based investment advisory product for individual Indian investors that delivers curated mutual fund portfolios and model stock portfolios, supported by a proprietary simulation model, dedicated relationship-manager access, and a consolidated family-account view.
- Corporate Financial Wellness Program
Quantifiable outcome
- Regularly benchmarked against Nifty 50/500 to ensure consistent Alpha generation
Companies that use AssetYogi
Customer profileSegments2 records
Ideal customer profiles2 records
AssetYogi technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
AssetYogi partnerships and signals
Strategic signalScale indicators1 record
Recent moves5 records
Expansion highlights5 records
AssetYogi competitors and assessment
Company assessmentBroad incumbents
- Groww: Major Indian retail investing platform for stocks, mutual funds, and digital gold — provides competing free portfolio-discovery experiences and increasingly model-portfolio features for the same retail-investor segment.
- Zerodha (Zerodha Varsity & Coin): India's largest retail broker operating Coin (direct MF platform) and Varsity (financial education) — competes broadly with AssetYogi across trading, mutual funds, and free investor education.
- Value Research: Long-established Indian mutual fund research and analytics publisher — competes with AssetYogi's educational content, fund comparison, and research-analyst positioning for Indian retail investors.
- Motilal Oswal Financial Services: Large Indian broker and wealth advisory with research-led stock and portfolio advisory — represents the established, full-service incumbent comparable to AssetYogi's research-backed model-portfolio offering.
Direct peers
- Smallcase: Indian thematic investing platform providing curated stock and ETF portfolios with research-backed construction — comparable to AssetYogi's model stock portfolio and research-driven approach.
- Kuvera: India-based mutual fund investment and advisory platform offering direct-plan MF portfolios, goal planning, and tax-efficient investing — overlapping closely with AssetYogi Wealth's curated MF and rebalancing services.
- INDmoney: Indian retail wealth management super-app offering curated mutual fund portfolios, stock advisory, and goal-based planning — directly comparable to AssetYogi Wealth's retail-investor value proposition.
Emerging players
- Tickertape: Indian stock analysis and screeners platform (backed by Zerodha) — provides research-grade fundamental data and analytics on Indian equities, an adjacent capability to AssetYogi's research-driven stock advisory.
- Samco Securities: Indian broker with research-driven stock advisory and model portfolios — overlaps with AssetYogi Wealth's stock-portfolio and research-advice positioning in the Indian retail segment.
Regional players
- PersonalFN: India-focused financial planning and research advisory offering curated portfolios and goal-based advisory — comparable to AssetYogi Wealth's family-level goal-based planning and dedicated RM advisory model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
AssetYogi social profiles
Digital presenceAssetYogi financial estimates
Financial estimateRevenue estimate
Valuation estimate
AssetYogi leadership team
Management profileNumber of profiles
Profiles1 record
AssetYogi funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
AssetYogi M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about AssetYogi
What does AssetYogi do?
AssetYogi Wealth is a research-based investment advisory that delivers curated mutual fund portfolios and model stock portfolios for individual investors, built on a proprietary simulation model that adapts allocations across bull, bear, and sideways market cycles. Subscribers receive dedicated relationship-manager support, family account consolidation, and ongoing portfolio guidance in exchange for advisory fees. The company also provides financial education through calculators, webinars, online courses, and guides.
Is AssetYogi a public or private company?
AssetYogi is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was AssetYogi founded?
AssetYogi was founded in 2022. It employs 11 to 50 people.
Where is AssetYogi based?
AssetYogi is headquartered in New Delhi, India, in the Asia region.
How does AssetYogi make money?
Two revenue lines are on record. Research-Based Wealth Advisory is the primary driver. The others are financial Education Content & Courses.
Who are AssetYogi's main competitors?
Broad incumbents on record are Groww, Zerodha (Zerodha Varsity & Coin), Value Research and Motilal Oswal Financial Services. Direct peers are Smallcase, Kuvera and INDmoney. Emerging players are Tickertape and Samco Securities. PersonalFN is listed as a regional player.
Does AssetYogi have an API?
No public API is recorded for AssetYogi.
What industry is AssetYogi in?
AssetYogi's product category is Investment Advisory. Its primary akta.pro industry code is FSAEAAAC, Portfolio Construction & Asset Allocation Advisory, with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.