Smart-Investing.in

What Smart-Investing.in does

Smart-Investing.in is an Indian web-based stock analytics and research platform founded in 2019 by Rohit Katiyar (IIM Alumnus) and operated out of Pune, Maharashtra. The platform targets self-directed retail investors in India and provides do-it-yourself tools for fundamental analysis, valuation scoring, intrinsic value calculation, stock screening, financial ratio analysis (P/E, P/B, P/S), and review of income statements, balance sheets, cashflow statements, shareholding patterns, and quarterly results. Coverage spans 2,100+ stocks listed on the NSE and BSE exchanges with market capitalization above Rs 50 Cr, and financial data is sourced exclusively through a partnership with Accord Fintech. The product surface is web-only with no mobile app, and includes supporting educational assets such as five paid video courses on stock market investing, value investing, technical analysis, mutual funds, and Excel for finance.

The company's positioning is deliberately educational and non-advisory: it explicitly does not issue buy/sell recommendations or price targets, distinguishing itself from stock-tip services. Its go-to-market is product-led growth with a self-serve funnel driven by SEO-optimized content and video courses, supplemented by an Amazon affiliate channel for value-investing books. Monetization is a four-tier monthly subscription model (BASIC/Free, STARTER, PLUS, PRO) gated by monthly search and screener limits, plus paid video courses and affiliate revenue.

Structurally, Smart-Investing.in operates as a privately-held venture owned by the founder with no disclosed institutional funding, no subsidiaries, no patents or regulatory licenses, and limited public disclosures on revenue or headcount. The disclosure section describes the business as a founder-led venture rather than an incorporated entity with external shareholders, and the sole distribution channel is the company's own website with no app store presence or third-party integrations.

Name

Smart-Investing.in

Legal name

Smart-Investing.in

Website

https://smart-investing.in

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Smart-Investing.in is a Pune-based, founder-led web platform offering DIY stock analytics, valuation, and screening tools for Indian retail investors, monetized via tiered subscriptions and paid video courses.

Ownership category

akta.pro rank

Product category

Investment Research & Analytics Software

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)

akta.pro secondary industries

Digital Brokerage & Self-Directed Investing Platforms (FSAGAEAC), Robo-Advisors & Digital Wealth Managers (FSAAAAAD)

Keywords

• Stock analytics
• Fundamental analysis
• Stock screener
• Investment education
• Valuation tools

Headquarters

HQ city

Pune

HQ country

India

HQ region

Asia

Offices1 record

Markets served

GTM type

B2C

Offering type

Software

Cost components

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

Revenue model

1. Subscription Plans: Four-tier subscription model (BASIC/FREE, STARTER, PLUS, PRO) with varying monthly search limits for stock analytics, data searches, comparisons, and screener functionality. PRO offers unlimited access.
2. Video Courses: Paid educational video courses on Stock Market Investing, Value Investing, Technical Analysis, Mutual Funds Investing, and Excel for Finance.
3. Affiliate Revenue: Affiliate relationship with Amazon for books related to investing and finance.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Smart-Investing.in operates a web-based DIY (Do-It-Yourself) stock research and analytics platform for Indian retail investors covering NSE/BSE-listed stocks. The platform provides Robo Analytics (5+ years of automated financial statement analysis), color-coded visual charts, Valuation Scores, Intrinsic Value calculations, and a multi-criteria Stock Screener via a tiered monthly subscription (BASIC/Free, STARTER, PLUS, PRO). It also sells paid educational video courses on stock market investing, value investing, technical analysis, mutual funds, and Excel for finance.

Product overview

Smart-Investing.in is a D-I-Y (Do-It-Yourself) stock research and analysis platform that empowers retail investors to make smart investment decisions using data analytics and visual charts. The core offering consists of the Stock Analytics Tool integrated with Robo Analytics, Valuation Score, and Intrinsic Value Calculator modules. The platform provides a comprehensive suite of analytical tools including a Stock Screener, Stock Comparison, Financial Ratios (P/E, P/B, P/S), Income Statements, Balance Sheets, Cashflow Statements, Shareholding Pattern analysis, and Quarterly Result Analysis. Additional features include BSE & NSE Indices tracking, Top Gainers & Losers, and Top Companies by Industry/Sector analysis. The platform also offers educational video courses on Stock Market Investing, Value Investing, Technical Analysis, Mutual Funds Investing, and Excel for Finance. Data is sourced from Accord Fintech, covering 2100+ stocks with market cap above Rs 50 Cr. The platform operates on a subscription model with PRO (unlimited), PLUS (500/200/250/20), STARTER (200/200/100/10), and BASIC/FREE (20/20/10/3) tiers for various search functionalities.

Differentiator

Problem solved

Functional benefit

Products and services

• Smart-Investing.in Analytics Platform Subscription-based DIY stock research and analytics web platform providing Robo Analytics, visual charts, Valuation Score, Intrinsic Value calculation, Stock Screener, Stock Comparison, Financial Ratios, Income/Balance Sheet/Cashflow Statements, Shareholding Pattern, Quarterly Result Analysis, and BSE/NSE index tracking for Indian retail investors.
• Stock Market Investing Simplified Video Course Paid educational video course covering the fundamentals of stock market investing for beginners, offered as a standalone learning product alongside the analytics platform.
• Value Investing - The Ultimate Guide Video Course Paid educational video course covering value investing principles and strategies, offered as a standalone product for self-directed investors.
• Technical Analysis - The Ultimate Guide Video Course Paid educational video course covering technical analysis methods for stock trading, sold as a standalone learning product.
• Mutual Funds Investing Simplified Video Course Paid educational video course covering mutual fund investment strategies, sold as a standalone learning product.
• Excel for Finance Video Course Paid educational video course providing Excel training tailored for financial analysis and modeling, sold as a standalone learning product.

Quantifiable outcome

• 5+ years of historical financial data analysis
• +1 more outcomes

Named customers6 records

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Partnerships

Two partnerships are on record, tiered core and minor.

• Accord FintechcoreTechnology or IntegrationAccord Fintech is the primary financial data provider for Smart-Investing.in. All stock data, financial statements, and market information are sourced from Accord Fintech, making this a critical data infrastructure partnership.
• AmazonminorGTM or Marketing PartnerAffiliate marketing partnership where Smart-Investing.in earns commissions for books sold via their platform. Books include value investing titles like The Intelligent Investor, The New Buffettology, The Warren Buffet Way, Security Analysis, and Damn Right.

Scale indicators2 records

Recent moves6 records

Expansion highlights3 records

Direct peers

• Tickertape: Indian stock analytics platform backed by Zerodha/True Beacon offering fundamental analysis, valuation tools, and screeners for retail investors. Directly comparable as a freemium DIY analytics platform for Indian listed stocks.
• ChartInk: Indian stock screener focused on technical and fundamental scanning for retail traders and investors. Comparable as a screener-first analytics tool with overlapping Indian retail investor audience.
• Screener.in: Direct competitor providing free Indian stock screening and fundamental analysis for NSE/BSE-listed companies. Closely comparable because both target DIY retail investors with similar screener, financial statement, and ratio analysis features.
• Ticker.finology: Indian retail investor platform providing stock analysis, screeners, and educational content. Closely comparable as a DIY research and analytics tool targeting the same Indian retail investor segment.
• Trendlyne: Indian retail-investor stock analytics platform with screeners, valuation tools, and visual dashboards. Directly comparable in target customer, product category, and freemium SaaS model.
• Value Research: Long-standing Indian mutual fund and stock research platform serving retail investors with analytics, ratings, and education. Comparable as an established retail-investor research/analytics brand, though more anchored to mutual funds.

Broad incumbents

• Moneycontrol: One of India's largest financial information platforms offering stock quotes, fundamental data, screeners, and news across listed equities. Comparable as a broad incumbent in the Indian retail-investor analytics category.
• Investing.com: Global multi-asset financial portal offering screeners, analytics, and research tools across equities including Indian markets. Comparable as a broader-incumbent analytics platform with overlapping retail-investor functionality.
• Zerodha (Kite / Sensibull / Streak): India's largest retail broker operating Kite and related analytics tools, with adjacent research platforms (Sensibull, Streak). Comparable as a broad incumbent retail-investor ecosystem with overlapping analytics and screening capabilities for NSE/BSE stocks.

Emerging players

• smallcase: Indian investment platform offering thematic baskets and direct stock investing with research tools for retail investors. Comparable in serving the India retail investor with analytics-driven decision support, though oriented around model portfolios.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/smart-investing-in

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 Smart-Investing.in