Clinch Solution

What Clinch Solution does

Clinch Solution is a privately held Indian financial services firm founded in 2020 and headquartered in Mira Road East, Thane (Mumbai metropolitan area), operating as an associated broker under Angel Broking. The firm delivers a diversified suite of investment and advisory products to individual retail investors, HNIs, MSMEs, large-scale businesses, and startups, including equity delivery trading, futures and options, commodities and currency, mutual fund distribution (lumpsum and SIP), RBI-approved P2P lending, and invoice discounting. Advisory offerings span direct and indirect taxation compliance, business finance (secured, home, vehicle, and project loans), virtual CFO services, and broader business advisory.

The firm runs a relationship-driven, digital-first advisory model: trading calls and market recommendations are delivered through WhatsApp and Telegram channels, supported by direct phone-based advisor engagement for trade verification and client updates. Underlying product infrastructure is provided through the Angel Broking partnership, which delivers brokerage execution, regulatory framework, and Demat/trading account provisioning; Clinch Solution layers the advisory, research (fundamental and technical), and client-facing experience on top. Pricing is a flat Rs.20/order across all asset classes, with free portfolio analysis offered as a hook.

Monetization is primarily transaction-fee-based across brokerage and mutual fund distribution, supplemented by fees from advisory engagements. Marketing and customer acquisition rely on direct outreach via phone, WhatsApp, Telegram, Facebook, and Instagram, with no institutional or venture funding disclosed. The firm is founder-led by Preksha Jain (Founder & CEO) and operates at a small scale (11-50 employees) as a bootstrapped sub-broker-advisory hybrid targeting the Indian retail and MSME financial services market.

Name

Clinch Solution

Legal name

Clinch Solution

Website

https://clinchsolution.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

11–50 employees

Short description

Clinch Solution is a Mumbai-based, founder-led Indian financial services firm operating as an Angel Broking sub-broker, offering equity, F&O, commodity, mutual fund, P2P, and invoice discounting investments alongside taxation, virtual CFO, and business advisory services to retail investors, HNIs, MSMEs, and businesses via WhatsApp/Telegram-led advisory.

Ownership category

akta.pro rank

Product category

Financial Advisory & Brokerage Services

NAICS

Securities and Commodity Contracts Intermediation and Brokerage (5231), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Finance Services (6199)

akta.pro primary industry

Transaction Structuring, Negotiation & Deal Execution Support (FSAEAGAK)

akta.pro secondary industry

Working Capital Solutions (dynamic discounting, supply-chain payables/receivables) (FSABAIAJ)

Keywords

• Financial advisory services
• Investment brokerage
• Mutual fund distribution
• Business advisory services
• Virtual CFO services

Headquarters

HQ city

Mumbai

HQ country

India

HQ region

Asia

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Equity Delivery Trading: Brokerage fees charged on equity delivery trades with recommendations provided via WhatsApp/Telegram and phone support.
2. Futures & Options Trading: Brokerage fees on futures and options trading with advisory calls during and after market hours.
3. Commodities & Currency Trading: Brokerage fees on commodities and currency trading recommendations, delivered daily via WhatsApp and phone support.
4. Mutual Fund Distribution: Commission-based mutual fund distribution as a mutual fund distributor, providing personalized investment advice.
5. Advisory Services: Business advisory, taxation compliance, virtual CFO, and business finance services provided to individuals and businesses.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Clinch Solution is a Mumbai-based financial service firm that delivers investment strategies, brokerage execution, and financial research to retail and HNI clients, along with business advisory, taxation compliance, and virtual CFO services for MSMEs and larger businesses. It functions as an associated broker with Angel Broking, offering equity, F&O, commodities, currency, mutual funds, P2P investment, invoice discounting, and an instant demat account. Advisory and order execution are delivered primarily through WhatsApp, Telegram, and phone channels.

Product overview

Clinch Solution is a diversified financial services firm offering a comprehensive suite of investment and advisory products. The core investment offerings include Equity trading (Demat/Trading accounts with delivery-based calls), Future & Options trading, Commodities & Currency trading, Mutual Fund distribution (LUMPSUM and SIP), P2P Investment, and Invoice Discounting Investment. The advisory portfolio encompasses Taxation Compliance (Direct Tax and GST services), Business Finance (various loan products), Virtual CFO services, and Business Advisory. The Instant Demat Account service provides instant account opening with a discounted brokerage plan at flat Rs.20/order. All services are delivered through a combination of WhatsApp/Telegram trading calls and direct advisor phone calls, with the firm operating as an associated broker with Angel Broking.

Differentiator

Problem solved

Functional benefit

Products and services

• Equity Trading

Quantifiable outcome

• 2-4 equity delivery investment calls per month with 20-50% average return per call
• +3 more outcomes

Named customers4 records

Segments5 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Angel BrokingcoreChannel Partner/ Reseller/ DistributorClinch Solution is an associated broker with Angel Broking, one of India's leading stock broking firms. This partnership enables Clinch Solution to offer Demat accounts, trading accounts, and stock market investment services to their clients. Angel Broking provides the brokerage infrastructure and regulatory framework while Clinch Solution delivers personalized advisory services.

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Direct peers

• Upstox: India-focused discount broker offering equity, F&O, commodity, and currency trading at low flat fees with a digital-first experience. Competes for the same cost-conscious Indian retail trader as Clinch.
• 5paisa: Indian discount broker offering flat-fee equity, F&O, commodity, and currency trading plus mutual fund distribution. Directly comparable on pricing model and product breadth.
• Groww: Leading Indian retail broking and mutual fund distribution platform serving first-time investors with low-cost execution. Comparable to Clinch in targeting retail investors with simple, technology-led onboarding and multi-product access.
• Zerodha: India's largest discount broker offering flat-fee equity, F&O, commodity, and currency trading with proprietary technology. Directly comparable to Clinch on product mix and zero/low-brokerage positioning, though at vastly greater scale.

Broad incumbents

• Angel One: Full-service Indian broking franchise and Clinch's channel partner. Comparable as a multi-product broker-distributor serving retail clients, but operating at significantly larger scale with proprietary technology and direct client relationships.
• Motilal Oswal: Indian full-service broker and wealth manager offering equities, derivatives, mutual funds, and research-led advisory. Comparable on the research-driven retail advisory positioning.
• Sharekhan: Established Indian full-service broker providing equity, derivatives, mutual funds, and advisory. Overlaps with Clinch on advisory-led retail brokerage, though with a more traditional relationship-driven model.
• ICICI Direct: Bank-backed Indian broking platform offering equities, F&O, mutual funds, and financial advisory. Comparable as a diversified retail financial services provider with broader institutional backing.
• Kotak Securities: Bank-affiliated Indian broker offering trading, mutual fund distribution, and investment advisory to retail clients. Comparable as a multi-product retail financial services firm.

Emerging players

• Paytm Money: Digital-first Indian investment platform offering equities and direct mutual funds to retail investors via a mobile app. Comparable as a low-cost, tech-led retail investment distribution platform targeting similar mass-market clients.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

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

Investments1 record

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

Frequently asked questions about Clinch Solution