Ratios
Proficient Group is an India-based SEBI-registered broker operating through Proficient Equities and Proficient Commodities, serving institutional and retail investors with trading across NSE, BSE, and MCX, algorithmic trading, IPO, mutual funds, depository, and portfolio management services.
- Company typePrivate
- Founded2006
- HeadquartersKolkata, India
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Ratios does
Proficient Group is an Indian SEBI-registered stock brokerage and financial services firm operating through two West Bengal-incorporated private limited entities: Proficient Equities Pvt Ltd (founded 2007) for equities, depository, research, and mutual fund distribution, and Proficient Commodities Pvt Ltd (founded 2006) for commodity trading. The company holds multi-exchange memberships (NSE, BSE, MCX), a CDSL depository participant license, SEBI research analyst registration, and AMFI mutual fund distributor registration, providing a broad regulated activity surface.
Its core products are an Institutional Trading Desk serving banks and institutions with block deal executions and multi-strategy execution across equities, futures, commodities, and currencies; an Algorithmic Trading product for automated strategy execution; an IPO subscription platform; mutual fund distribution; a CDSL-based depository service for demat account management; and a portfolio management tool. Technology is centered on an online trading platform with a back-office access portal for portfolio and transaction management, served through both a self-serve retail channel and a direct sales institutional desk.
The business model combines transaction-based revenue (Rs 15 per executed order at the retail tier), recurring monthly subscription revenue from unlimited trading plans, and customized multi-year contract revenue from premium institutional services. GTM is sales-led for institutional clients and self-serve online plus direct account-opening for retail, supported by social media, blog, and website demand generation, with a corporate office in Kolkata and a registered office in Bhubaneswar.
Ratios firmographics
Firmographics- Name
- Ratios
- Legal name
- Proficient Equities Pvt Ltd
- Website
- https://ratiosstore.com
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Proficient Group is an India-based SEBI-registered broker operating through Proficient Equities and Proficient Commodities, serving institutional and retail investors with trading across NSE, BSE, and MCX, algorithmic trading, IPO, mutual funds, depository, and portfolio management services.
- Ownership category
- akta.pro rank
Ratios industry classification
Industry- Product category
- Stock Brokerage & Financial Services
- NAICS
- Securities and Commodity Contracts Intermediation and Brokerage (5231), Commodity Contracts Intermediation (52316)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211), Security & Commodity Brokers, Dealers, Exchanges & Services (6200)
- akta.pro primary industry
- Equities Brokerage (FSAEACAH)
- akta.pro secondary industry
- Independent Broker-Dealers (Retail Network) (FSAAAAAC)
Keywords
Where Ratios is headquartered
LocationHeadquarters
- HQ city
- Kolkata
- HQ country
- India
- HQ region
- Asia
Offices2 records
Markets served
Ratios business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Transaction/Trading Fees: Commission-based revenue from executing buy and sell orders for securities including equities, futures, commodities and currencies
- Fixed Monthly Charges: Subscription-style revenue from unlimited trading plans with fixed monthly fees
- Premium Services: Customized pricing for premium institutional services and complex order handling
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Transaction based/ take rate | Pay-as-you-go | Standard Execution Plan - Rs 15 per executed order |
| Subscription | Monthly | Unlimited Trading Plan - Fixed monthly charges |
| Hybrid | Multi-year contract | Premium Customized Pricing |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels3 records
Ratios product offering
Product offeringCore offering
Proficient Group operates a SEBI-registered stock brokerage and financial services platform offering trading in equities, futures, commodities and currencies, complemented by mutual fund distribution, CDSL-based depository services, IPO subscriptions, algorithmic trading, and portfolio management tools. The firm serves both retail investors via a self-serve online trading platform and institutional clients via a dedicated institutional trading desk providing block deal executions, multi-strategy trading and research-backed advisory across Indian exchanges (NSE, BSE, MCX).
Product overview
Proficient Group is a multi-service stock brokerage and financial services firm offering a unified platform of trading and investment products. The core offerings include Algorithmic Trading for automated strategy execution, an Institutional Trading Desk for professional block deal and multi-strategy executions, Initial Public Offerings subscription, Mutual Funds distribution, Depository Services for demat account management, and Portfolio Management tools. The platform connects clients to major Indian exchanges (NSE, BSE, MCX) through CDSL for depository operations, serving both retail and institutional investors.
Differentiator
Problem solved
Functional benefit
Products and services
- Algorithmic Trading Automated trading system that executes trades based on pre-defined algorithms and strategies without manual intervention, available to clients of the platform.
- Initial Public Offerings (IPO)
- Mutual Funds
- Depository Service
- Institutional Trading Desk
- Portfolio Management
Companies that use Ratios
Customer profileSegments2 records
Ideal customer profiles2 records
Ratios technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Ratios partnerships and signals
Strategic signalScale indicators1 record
Recent moves5 records
Expansion highlights4 records
Ratios competitors and assessment
Company assessmentBroad incumbents
- Motilal Oswal Financial Services: Indian full-service broker and wealth manager with strong institutional research, trading, depository and portfolio management services — directly comparable institutional desk + retail + research offering.
- ICICI Direct: Bank-affiliated full-service Indian brokerage offering equities, derivatives, IPO, mutual funds, depository and research services — competes with Proficient across all product lines but with significantly larger scale and balance sheet.
- Kotak Securities: Bank-affiliated Indian broker offering equities, derivatives, commodities, IPO, mutual funds, depository and institutional trading services — competes with Proficient's full-stack offering with significantly larger scale and brand.
- HDFC Securities: Bank-affiliated full-service Indian broker providing institutional and retail trading across equities, derivatives, commodities, mutual funds and depository — overlaps Proficient's full-stack product offering with much larger distribution.
Direct peers
- Angel One: Full-service Indian stockbroker (formerly Angel Broking) providing equities, commodities, mutual funds and depository services with both online and advisory channels — directly comparable product breadth and customer segments to Proficient.
- 5paisa: Discount Indian stockbroker providing equities, derivatives, commodities, mutual funds and depository services at low transaction fees — directly comparable multi-asset discount offering to Proficient.
- Upstox: Tech-first Indian discount broker offering equities, derivatives, commodities and mutual funds through a mobile/web platform, competing directly for Proficient's retail trading and depository customers.
- Groww: India's leading retail-first investment platform offering equities, mutual funds, IPO and depository services — competes for Proficient's retail segment with a stronger digital onboarding and brand presence.
- Zerodha: India's largest discount stockbroker offering retail and institutional trading across NSE, BSE and MCX with a technology-first platform — the dominant direct competitor to Proficient's retail and commodity brokerage business.
- Sharekhan: Indian full-service stockbroker serving retail and institutional clients across equities, derivatives, commodities, mutual funds and depository — closest mid-market peer to Proficient's positioning.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Ratios social profiles
Digital presenceRatios financial estimates
Financial estimateRevenue estimate
Valuation estimate
Ratios leadership team
Management profileNumber of profiles
Profiles1 record
Ratios funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Ratios 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 Ratios
What does Ratios do?
Proficient Group operates a SEBI-registered stock brokerage and financial services platform offering trading in equities, futures, commodities and currencies, complemented by mutual fund distribution, CDSL-based depository services, IPO subscriptions, algorithmic trading, and portfolio management tools. The firm serves both retail investors via a self-serve online trading platform and institutional clients via a dedicated institutional trading desk providing block deal executions, multi-strategy trading and research-backed advisory across Indian exchanges (NSE, BSE, MCX).
Is Ratios a public or private company?
Ratios is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Ratios founded?
Ratios was founded in 2006. It employs 1 to 10 people.
Where is Ratios based?
Ratios is headquartered in Kolkata, India, in the Asia region.
How does Ratios make money?
Three revenue lines are on record. Transaction/Trading Fees are the primary driver. The others are fixed Monthly Charges and premium Services.
Who are Ratios's main competitors?
Broad incumbents on record are Motilal Oswal Financial Services, ICICI Direct, Kotak Securities and HDFC Securities. Direct peers are Angel One, 5paisa, Upstox, Groww, Zerodha and Sharekhan.
Does Ratios have an API?
No public API is recorded for Ratios.
What industry is Ratios in?
Ratios's product category is Stock Brokerage & Financial Services. Its primary akta.pro industry code is FSAEACAH, Equities Brokerage, with a secondary code of FSAAAAAC, Independent Broker-Dealers (Retail Network). Its NAICS code is 5231 and its SIC code is 6211.