Photo - Savart
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Savart

Investment Advisory

India, Telangana
Market: Financial services
Stage of the project: Operating business

Date of last change: 09.10.2020
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Idea

Savart is an investment advisory & investment technology company that aims to help generate consistent outperformance in ROI for retail investors world-wide.

Current Status

We are a two year old start up with over 2000 retail customers.

Market

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.

Competitors

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.

Finance

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.

Business model

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.

Team or Management

Risks

Although we are extremely cautious during investment we are still subjected to traditional market risks which discourage people from investing.

Incubation/Acceleration programs accomplishment

We are currently in the process of establishing a Canadian subsidiary with investment and acceleration efforts of the Canadian Government.
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Idea
Current Status
Market
Problem or Opportunity
Solution (product or service)
Competitors
Advantages or differentiators
Finance
Invested in previous rounds, $
Business model
Money will be spent on
Offer for investor
Team or Management
Mentors & Advisors
Lead investor
Risks
Incubation/Acceleration programs accomplishment
Won the competition and other awards
Invention/Patent
Photos
Product Video