Savart is an investment advisory & investment technology company that aims to help generate consistent outperformance in ROI for retail investors world-wide.
We are a two year old start up with over 2000 retail customers.
We have a very diverse range of clientele, ranging from the ultra rich to a middle class individual who is just getting into investing, but our primary focus would be individuals in the age bracket of 25 to 40 whoa re looking for long term wealth generation.
Problem or Opportunity
Investment advisory is in the present form is only being utilized by the wealthy, we want to democratize this service to all income brackets and help them grow their savings in a sustainable and long term manner.
Solution (product or service)
We are currently operating in two categories which are advisory and educational. Our first wing uses a combination of algorithms and meticulous research to help our clients pick the right companies to invest in, and Nirvana is our educational branch where we take only classes in research and investment methodology so our students can become self sufficient in investing and personal finance.
Our primary competitors are boutique advisory firms and trading platforms.
Advantages or differentiators
We are unique in several ways as we are one of the only retail investment advisors. Our meticulous research has ensures that we are consistently out performing the market. We are offering global advisory services which is not predominant in India or Canada where we are soon expanding to.
Our two main sources of revenue are our advisory services where we charge a percentage of AUM as am advisory fee, we also charge a performance fee for our advices, then we charge 50,000 INR for Nirvana which is our educational wing. We are planning on doubling our sales on yearly basis current sales which is around 500,000 INR. We have significant margin in each sale, but most of our current expenditure is on R&D which is meant to drive growth in the future.
Our advisory is a subscription based model where we charge a percentage of AUM on a yearly basis and a performance fee upon exit. Our education wing is a retail sales model where our clientele pays upfront for our classes.
Money will be spent on
The money will be primarily spent on expansion efforts and Research.