What Vivekam Financial Services does

Vivekam Financial Services Private Limited is a Hyderabad-based SEBI Registered Investment Advisor (RIA), operating under registration number INA200000316. The company provides data-driven, algorithmically-supported investment advisory services to retail investors in India, spanning equity stocks, mutual funds, and fixed-income/derivative portfolios. Its core technology stack comprises proprietary quantitative processes, including the PEAS (Portfolio Estimated vs Actual) Forecaster, Snapshot stock-analysis tool, SEA stock-forecasting service, SPOTS top-10 ranking engine, and the eCAS (Electronic Compliance Advisory System), all backed by algorithms validated against approximately 10 years of historical data across roughly 40 financial quarters. A Strategy Simulator product exposes these processes as a self-serve back-testing tool to prospective subscribers.

The product portfolio is broad for a firm of its size, organized into five verticals: stock advisory (BIO Growth, Large Cap Growth, Smiles Growth, Vivekam Baskets, Shariah Growth, Wifty/Zodiac), mutual funds (Equity, Balanced, ELSS, MF Top Ranks, MF Scanner + Rebalance, MF Debt), portfolio optimization (PRICE, Portfolio Scanner, PEAS), fixed income (SEBI-registered AIF – Vivekam Investments with a ₹1 Crore minimum, MF Debt), and analytical services (SPOTS, Snapshot, SEA, eCAS). Distribution is digital-first: a subscription-based pricing model with four tiers (ALERT, ALERT+ASSIST, Plan A, Plan B) billed monthly, quarterly, or semi-annually, sold through the company website and native iOS/Android apps (4.8/5 average rating across 1,100+ reviews). The firm markets via SEO, blog content, email newsletters, and five social media platforms (8,400+ followers), with 'Collaboration with' listings for Motilal Oswal, Sharekhan, and TradeWell and HDFC Bank as payment gateway.

Vivekam is founder-managed, bootstrapped, and privately held, with no external PE/VC disclosed. Leadership comprises V. Yashwant (Principal Officer for RIA / Compliance Officer for PMS) and V V K Prasad (Compliance Officer for RIA / Principal Officer for PMS). The firm serves a long-tail retail subscriber base with no enterprise customers named, and recently expanded into the HNW segment via its AIF product. Revenue, subscriber counts, and growth metrics are not publicly disclosed.

Name

Vivekam Financial Services

Legal name

Vivekam Financial Services Private Limited

Website

https://vivekam.co.in

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

Vivekam Financial Services is a Hyderabad-based SEBI Registered Investment Advisor providing algorithmically-driven, data-backed stock, mutual fund, portfolio, and fixed-income advisory subscriptions to retail investors across India via its website and mobile apps.

Ownership category

akta.pro rank

Product category

Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Investment Management Advisory (RIA) (FSAEAAAB)

akta.pro secondary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

• Investment advisory services
• Stock advisory products
• Mutual fund advisory
• Portfolio management services
• SEBI registered advisor

Headquarters

HQ city

Hyderabad

HQ country

India

HQ region

Asia

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Others

Revenue model

1. Subscription & Advisory Fees: Primary revenue stream from subscription-based plans (ALERT, ALERT+ASSIST, Plan A, Plan B) billed monthly, quarterly, and semi-annually. Customers pay recurring subscription fees for access to stock advisory services, portfolio recommendations, and premium tools like PEAS Forecaster and Snapshot.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Vivekam Financial Services is a SEBI Registered Investment Advisor (RIA) that sells subscription-based, data-driven investment advisory products for retail investors in India. Its core offerings include equity stock advisory products (BIO Growth, Large Cap Growth, Smiles Growth, Vivekam Baskets, Shariah Growth), mutual fund advisory products (Equity, Balanced, ELSS in Lumpsum and SIP modes), portfolio optimization products (PRICE), fixed income/AIF products, and a suite of analytical services (SPOTS, Snapshot, SEA, PEAS, MF Top Ranks, MF Scanner).

Product overview

Vivekam Financial Services is a SEBI Registered Investment Advisor offering a comprehensive suite of investment advisory products and services. The platform operates as a multi-product ecosystem centered around data-driven, algorithmic investment advisory for equity, mutual funds, and derivative portfolios. Core offerings include stock products (BIO Growth, Large Cap Growth, Smiles Growth, Vivekam Baskets, Shariah Growth) for customized stock advisory; mutual fund products (MF Equity, Balanced, ELSS in both Lumpsum and SIP modes) with automated rebalancing; portfolio optimization products like PRICE for constant portfolio evaluation and restructuring; fixed income solutions including SEBI-registered AIFs and MF Debt investments; and a range of analytical services including SPOTS (top stocks ranking), Snapshot (stock analysis), SEA (stock forecasting), MF Top Ranks, MF Scanner, Portfolio Scanner, and PEAS (portfolio forecasting). The company differentiates through algorithm-based stock selection, automated rebalancing processes, and proprietary ranking systems validated through 10-year backtesting across 40 financial quarters.

Differentiator

Problem solved

Functional benefit

Brands

• PRICE: Portfolio product that provides constant evaluation of portfolio and timely restructuring recommendations for optimal returns.
• SPOTS
• SEA (Stock Estimated vs Actual)
• PEAS (Portfolio Estimated vs Actual)
• MF Top Ranks
• MF Scanner + Rebalance

Quantifiable outcome

• 4.8/5 average rating from 1,100+ reviews on app stores
• +1 more outcomes

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Three partnerships are on record, tiered minor.

• Motilal OswalminorStrategic or Co-development PartnerListed as a 'Collaboration with' partner on the Vivekam Financial Services homepage. Nature of collaboration appears to involve mutual referral or co-distribution of financial services offerings to retail investors in India.
• SharekhanminorStrategic or Co-development PartnerListed as a 'Collaboration with' partner on the Vivekam Financial Services homepage. Likely involves referral or co-marketing relationship for stock advisory and trading services.
• TradeWellminorStrategic or Co-development PartnerListed as a 'Collaboration with' partner on the Vivekam Financial Services homepage. Nature of collaboration appears to involve mutual referral or co-distribution of financial services offerings to retail investors.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• FundsIndia: Indian wealth management and advisory platform offering mutual funds, stocks, and PMS to retail and HNI investors. Overlaps with Vivekam's subscription advisory across equities, MFs, and fixed income.
• Scripbox: SEBI-registered RIA offering curated mutual fund portfolios with rebalancing for Indian retail investors. Directly comparable to Vivekam's MF Scanner + Rebalance and MF product offerings.
• Kuvera: SEBI-registered investment advisor platform offering direct mutual fund investing and advisory to Indian retail investors. Directly comparable as a fee-based RIA serving similar retail customers with mutual fund and equity-focused digital advisory.
• Fisdom: SEBI-registered investment advisor providing stocks, mutual funds, and digital wealth advisory to Indian retail investors. Comparable across product breadth and digital-first subscription distribution.
• Smallcase: Indian platform offering thematic stock portfolios (baskets) and advisory products to retail investors. Overlaps with Vivekam's Vivekam Baskets, BIO Growth, and stock advisory subscription model.
• Value Research: Long-standing Indian investment research and mutual fund ranking/advisory platform. Comparable as a data-driven retail advisory and ranking service, mirroring Vivekam's MF Top Ranks and Snapshot analytics.

Emerging players

• WealthDesk: SEBI-registered RIA platform offering curated wealth baskets and advisor tools. Comparable as a newer, technology-led Indian RIA targeting similar retail and HNI advisory use cases.

Broad incumbents

• Paytm Money: Large-scale Indian wealthtech platform offering stocks, mutual funds, and advisory to mass retail. Competes with Vivekam on retail advisory subscription value and breadth.
• Groww: One of India's largest retail investment platforms offering stocks, mutual funds, and IPOs with embedded research. Larger-scale incumbent competing for the same retail advisory wallet as Vivekam.

Others

• Zerodha (Rainmatter / partner RIAs): India's largest discount broker with adjacent educational (Varsity) and partner RIA ecosystem. Competes for retail advisory mindshare via free research content and partner advisory integrations.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/vivekam_hyd
• YouTubeyoutube.com/user/ViVeKamzone
• Facebookfacebook.com/ViVeKamFinancialServicesPvtLtd
• LinkedInlinkedin.com/company/vivekam-financial-services-pvt-ltd
• Instagraminstagram.com/vivekamfinancialservices

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Vivekam Financial Services