PRISMIDICA FINTECH SOLUTIONS PRIVATE LIMITED

What PRISMIDICA FINTECH SOLUTIONS PRIVATE LIMITED does

Prismidica Fintech Solutions Private Limited, operating as Prismidica Investment Solutions, is an India-based, data-driven investment advisory platform founded in 2016 and headquartered in Indore, Madhya Pradesh. The company targets individual investors and retail brokers in the Indian market, offering mutual fund recommendations, portfolio management, portfolio advisory, and goal-based investment strategies. Its secondary segment comprises financial advisors and wealth managers who can integrate Prism Evaluator outputs into their client workflows. Distribution is primarily direct-to-customer via the company website, supplemented by a WhatsApp community channel, YouTube video content, Google Forms-based report intake, and inside sales via phone and email.

The platform's core technology is the proprietary Prism Evaluator algorithm, which analyzes market trends, risk profiles, and fund performance metrics to generate weekly mutual fund recommendations aligned with investor risk profiles and financial goals. Adjacent capabilities include goal-based report generation, real-time portfolio monitoring with dynamic asset allocation, and predictive analytics for fund selection. These capabilities support both informational delivery (reports and recommendations) and human advisory interactions (portfolio review calls).

Prismidica operates on a subscription revenue model with two monthly tiers: a Standard Plan (unlimited mutual fund report downloads and up to 5 portfolio review calls) and a Premium Plan (unlimited recommendation reports and unlimited advisor interactions). The business is bootstrapped with no disclosed funding, parent company, or public listing, and relies on a hybrid go-to-market combining self-serve product-led sign-up with inside-sales phone and email outreach. No revenue figures, pricing in monetary terms, headcount, patents, awards, or partnerships are publicly disclosed.

Name

PRISMIDICA FINTECH SOLUTIONS PRIVATE LIMITED

Legal name

Prismidica Fintech Solutions Private Limited

Website

https://prismidica.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Short description

Prismidica Fintech Solutions Private Limited is an India-based, bootstrapped investment advisory platform that uses its proprietary Prism Evaluator algorithm to deliver mutual fund recommendations, portfolio management, and goal-based advisory services to retail investors, brokers, and financial advisors via a tiered monthly subscription model.

Ownership category

akta.pro rank

Product category

Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Investment Management Advisory (RIA) (FSAEAAAB)

akta.pro secondary industries

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)

Keywords

• Investment advisory services
• Mutual fund recommendations
• Portfolio management services
• Robo-advisory platform
• Wealth management advisory

Headquarters

HQ city

Indore

HQ country

India

HQ region

Asia

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Subscription Plans (Standard & Premium): The company generates revenue primarily through tiered subscription plans. The Standard Plan provides unlimited mutual fund report downloads and up to 5 portfolio review calls with advisors. The Premium Plan offers unlimited recommendation reports and unlimited interactions with advisors for portfolio management and investment strategy discussions.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Prismidica Investment Solutions is a data-driven investment advisory platform that delivers algorithm-powered mutual fund recommendations, portfolio management, and personalized advisory services to individual investors and brokers. All services are powered by its proprietary Prism Evaluator algorithm and are delivered through tiered monthly subscription plans (Standard and Premium) that include unlimited report downloads and portfolio review calls.

Product overview

Prismidica Investment Solutions is a data-driven investment advisory platform offering a unified suite of services. The core offering consists of Investment Strategies, Fund Recommendations, Portfolio Management Services, and Portfolio Advisory Services—all powered by the proprietary Prism Evaluator algorithm. The platform also provides goal-based reports and operates on a subscription model with Standard and Premium plans. Customers access weekly mutual fund recommendations and portfolio reviews through WhatsApp channel and downloadable reports.

Differentiator

Problem solved

Functional benefit

Brands

• Prism Evaluator: Proprietary algorithm used for analyzing market trends, risk profiles, and performance metrics to provide mutual fund recommendations and portfolio optimization.

Products and services

• Investment Strategies Algorithm-driven investment management service that adapts to market changes and individual investor needs, using data-driven strategies to optimize asset allocation for sustainable growth and risk management.
• Fund Recommendations Expert mutual fund recommendation service powered by the proprietary Prism Evaluator algorithm, providing weekly AI-driven recommendations with comprehensive risk assessments for individual investors and brokers.
• Portfolio Management Services End-to-end portfolio management service that includes investment selection, performance tracking, and periodic rebalancing to align with financial objectives, using data-driven insights and the Prism Evaluator algorithm.
• Portfolio Advisory Services Personalized investment advisory service providing expert guidance, customized portfolio optimization strategies, and comprehensive market insights to help clients make informed decisions while maintaining control over their portfolios.

Quantifiable outcome

• 95% client satisfaction rate through data-driven approach and continuous portfolio monitoring
• +2 more outcomes

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability4 records

Feature4 records

Scale indicators6 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Value Research: Long-standing Indian mutual fund research and analytics provider with premium subscription reports. Closely comparable to Prismidica's research-driven, subscription-based mutual fund advisory.
• Groww: One of India's largest retail investment platforms, offering mutual funds, stocks, and ETFs with research and recommendations. Comparable to Prismidica in the Indian mutual fund advisory and recommendation category.
• INDmoney: Indian wealth management super-app providing mutual fund, stock, and fixed-deposit advisory with personalized recommendations. Closely mirrors Prismidica's goal-based, algorithm-driven advisory positioning.
• Kuvera: Indian mutual fund investment and advisory platform offering direct MF plans, goal-based planning, and research reports. Highly comparable to Prismidica's retail mutual fund recommendation and subscription model.
• INDwealth (INDWealth): Premium Indian wealth advisory platform offering personalized portfolio management and reports for HNI/mass-affluent clients. Directly comparable to Prismidica's premium advisory target segment.
• Zerodha Coin: Mutual fund platform from India's largest discount broker, offering direct MF research and recommendations. Comparable as a competing Indian retail mutual fund advisory channel.

Emerging players

• Turtle Mutual Funds: Indian fintech offering curated mutual fund portfolios and advisory services. Comparable to Prismidica in goal-based mutual fund recommendations for retail investors.
• Smallcase: Indian thematic investing platform offering curated portfolios and model portfolios. Comparable as an algorithm-driven, retail-focused investment advisory product in the Indian market.

Broad incumbents

• Personal Capital (Empower): Hybrid digital wealth manager combining dashboards, planning tools, and human advisors. Comparable as a broader incumbent in tech-enabled financial advisory and portfolio management.
• Betterment: US-based robo-advisor offering algorithm-driven portfolio management and goal-based planning. Comparable as a broader robo-advisory benchmark for Prismidica's algorithm-driven model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks7 records

Key highlights6 records

Customer concentration

• YouTubeyoutu.be/jZCJHKny-qM

Revenue estimate

Valuation estimate

Number of profiles

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 PRISMIDICA FINTECH SOLUTIONS PRIVATE LIMITED