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Continue Shopping- Research-led intelligence
- Market Outperformance
The research
engine wealth
decisions deserve.
CrispIdea is a research-first platform for institutions making allocation decisions and professionals building lasting wealth, powered by human expertise and AI, working together to outperform the market.
- Funds & PE/VC
- HNIs & Professionals
- Trusted by 2500+ institutions across 18 countries
Distributed on
LSEG
FactSet
S&P Global
- For institutions
Deep Tech Research
Equity research, thematic deep dives including Semis, SaaS, AI, Cloud, Cyber, Robotics and Space Tech, and proprietary Quality of Management scoring, built for PE, VC, hedge funds and AMCs.
- For individual investors
- SEBI Registered Advisor
Wealth Management
Portfolio management, asset allocation and goal-based financial planning, helping HNIs and ambitious professionals fund retirement, education and the lifestyle they've earned.
25 sub sectors
Deep tech sub-sector coverage
3,000 +
Research Reports & Data Points
2,500+
Deep tech sub-sector coverage
250 + Cr
Retail assets under advisory
21% +
1 year alpha
100 + yrs
Combined founding team experience
$10 Tn
Incremental market cap driven
85% success rate
Research call precision
25
Deep Tech sub-sectors
from semis to AI to cyber
300 +
Listed companies covered
incl. LSEG consensus ratings
3,000+
Report library
sector and company reports
₹250Cr
Assets under advisory
for families and professionals
21% +*
One-year alpha
vs benchmark
84% +*
Forecast accuracy
across published calls
* Performance figures pending independent verification. Past performance is not indicative of future returns.
What we do
Powering Every Portfolio.
At Every Scale.
Whether you allocate billions or build personal wealth our research helps you take decision with conviction.
- For institutions
Deep Tech Research
Independent equity, thematic and customised research for global asset managers, hedge funds and corporates.
Equity Research
Bottoms up financial analysis, modeling and Buy/Hold/Sell recommendations.
Thematic Research
Global macroeconomic trends, industry forecast and Quality of Management.
Customised Research
Bespoke studies tailored to client objectives.
- for individual investors
- SEBI Registered Advisor
Wealth Management
Expert-led wealth advisory to grow, protect, and enjoy your hard-earned wealth.
Goal Planning
Personalised financial planning aligned with retirement, education, lifestyle goals, and long-term wealth creation.
Portfolio Advisory
Active portfolio management to consistently generate higher long-term returns.
Asset Allocation
Disciplined, diversified, risk-calibrated mixes.
- Research insights
- Wealth strategies
- Every advisory recommendation traces back to a CrispIdea research report.
Who we serve
Two audiences. One
standard of research.
The same analytical rigour that powers allocation decisions at global institutions sits behind every wealth recommendation we make.
- Institutional Research
Institutional Investors
Custom equity research, financial models, due diligence support, sector intelligence, and Quality of Management (QoM) insights for informed investment decisions.
- Equity research
- Thematic
- Models
- QoM
Corporates
Strategic market intelligence, competitive benchmarking, industry analysis, and thematic research to support business planning and growth initiatives.
- Market intel
- Benchmarking
- Thematic
- Individual Wealth
HNIs & family offices
Discretionary advisory and portfolio management rooted in primary research.
- Portfolio management
- Advisory
Ambitious professionals
Goal-based financial planning, SIPs and active portfolio management for retirement, education and lifestyle.
- Financial planning
- Active portfolio management
Why CrispIdea
A research house that manages wealth, not the other way around.
Most advisors borrow research. We produce it. That changes everything downstream.
- 01
Research-first DNA
Every model, every company covered, every portfolio call is sourced from our in-house research. Each research piece creates meaningful alpha for institutions and individuals alike.
- Primary research
- Institutional grade
- 02
Proprietary AI models
Purpose-built models that scan companies for earnings quality, institutional buy propensity and optimal entry and exit points, replacing manual screening with an intelligent, data-driven approach.
- Earnings quality
- Entry / exit signals
- Inst. propensity
- 03
Deep Tech domain expertise
25 sub-sector coverage across Semis, SaaS, AI, Cloud, Cyber, Robotics and Space Tech, with proprietary Quality of Management scoring built for complex, fast-moving technology businesses.
- 25 sub-sectors
- QoM scoring
- 04
Hyper-personalised portfolios
We apply behavioural finance principles by deeply understanding each client's risk profile, aspirations, age and interests, and build a personalised portfolio to help them achieve life goals: retirement, education and lifestyle.
- Behavioural finance
- Custom portfolios
- Goal-based planning
- 05 — The proof
Deep insights that drive market outperformance
Research depth that has driven incremental $10 Tn in market cap on companies covered and delivered 21%+ alpha in 2026, because better insights, systematically applied, compound over time.
- $10 Tn market cap driven
- Systematic outperformance
$10 Tn
Growth in Market Cap
21%+
1 yr Alpha
OUR RESEARCH REACHES INVESTMENT TEAMS AT
Distributed via
LSEG
FactSet
S&P Global
2500+ Institutions
18+ Countries
Measured impact
Performance, proven on
both sides of the engine.
Crispidea Wealth Management
Disciplined outperformance
Crispidea Model Portfolio vs. HDFC BSE 500 ETF, cumulative price return (%), 31-May-2024 to 31-May-2026.
CRISPIDEA
--
BSE 500
--
ALPHA
--
Crispidea
BSE 500
See how disciplined advisory outperforms passive benchmarks.
Book a wealth consult
Source: Crispidea Model Portfolio vs. HDFC BSE 500 ETF, price return in INR. Past performance is not indicative of future results.
Measured impact
Performance, proven on
both sides of the engine.
Coverage heatmap
Upside to TP
Lower upside
Higher upside
CONSUMER ELECTRONICS
BUY
Apple Inc. · AAPL
$263.75CMP
$291Target
+10.3%Upside
12YCoverage
Adj Close
Crispidea Target
Our methodology
Rigorous process.
Consistent outcomes.
Two disciplines. One standard of rigour. See how we approach research and wealth management.
Q
01 — Quality
Earnings quality & management integrity
Every company is screened for earnings strength, debt risk, market relevance and our proprietary Quality of Management (QoM) score — assessing leadership integrity, capital allocation discipline and governance.
- QoM scoring
- Earnings quality
- Debt risk
- Governance
P
02 — Performance
Consistent growth & benchmark-beating returns
We narrow to companies with consistent revenue growth, ROE momentum and a track record of beating estimates. For funds, we compare 3/5/10-year returns, benchmark alpha and peer outperformance.
- Revenue growth
- ROE momentum
- Estimate beat record
- Benchmark alpha
V
03 — Valuation
Disciplined entry — price must make sense
We apply DCF and peer multiples to confirm margin of safety, liquidity and price patterns. For funds, we assess risk ratios, cost structures and inflow/outflow dynamics.
- DCF analysis
- Peer multiples
- Margin of safety
- Liquidity check
T
04 — Technicals
Favourable price signals & entry timing
Proprietary AI models scan for optimal entry and exit signals — institutional buy propensity, price pattern confirmation and momentum alignment — ensuring we enter at the right time, not just the right price.
- AI entry / exit signals
- Inst. buy propensity
- Momentum alignment
- Phase 1
01–03
Discovery
01
- Client profiling
Age, income, liabilities and current financial position.
02
- Portfolio audit
Map existing allocation, accounts and holdings.
03
- Health report
Retain, exit or reposition — baseline AUA set.
- Phase 2
04–06
Planning & onboarding
04
- KYC & compliance
SEBI KYC, identity verification and risk profiling.
05
- Plan activation
AUA-based invoicing and advisory agreement signed.
06
- Digital onboarding
Web & mobile app — dashboard live, portfolio linked.
- Phase 3
07–09
Execution & review
07
- Goals & Roadmap
Retirement, education, lifestyle mapped to a plan.
08
- Build & Execute
Rebalance, invest and open demat / MF / PMS accounts.
09
- Monthly reviews
Performance, goals and rebalancing triggers tracked.
- A portfolio that works as hard as you do.
Goal-linked, research-backed, reviewed every month.
Built by leaders
The people behind
the research.
Operators, investors and researchers who have spent decades doing the work — now building CrispIdea as one research-led platform.
Shejal Ajmera
Founder & Head of Research
Malay Shah
Co-Founder & Principal Advisor
Chetan Parikh
Advisor
Pankaj Rungta
Advisor
Backed by experts
The analysts and advisors
behind every call.
A bench of sector specialists, analysts and client partners who turn research into actionable conviction for every CrispIdea client.
FOCUS
- Leads research across the global Retail & E-commerce sector with a focus on AI-driven disruption.
- Ranked #1 globally for PepsiCo and #2 for JD.com in forecast accuracy.
- Featured by TheStreet for high-conviction equity research and investment insights.
FOCUS
- Covers the global Aerospace & Defense sector through bottom-up fundamental research and valuation.
- Contributes earnings forecasts to consensus platforms.
- Specializes in financial modeling, valuation, and identifying long-term investment opportunities.
FOCUS
- Covers the global Cloud Infrastructure and Enterprise Software sectors with a focus on AI-led platform transitions.
- Specializes in fundamental research, competitive analysis, and long-term technology trends.
- Tracks leading companies including Google, Microsoft, IBM, Salesforce, and Snowflake.
FOCUS
- Covers the global Semiconductor and Connectivity sectors with a focus on emerging technologies.
- Specializes in deep-tech research, financial modeling, and valuation of leading technology companies.
- Delivers proprietary insights on companies including Nvidia, TSMC, Broadcom, Apple, Samsung, and Cisco.
FOCUS
- Covers emerging industries with a focus on Artificial Intelligence and next-generation technologies.
- Specializes in identifying disruptive trends shaping future markets and investment opportunities.
- Delivers deep sector research on high-growth industries through a technology-first investment lens.
FOCUS
- Supports portfolio strategy and wealth planning for clients with ₹100+ crore in assets under advisory.
- Specializes in asset allocation, portfolio analysis, and multi-asset investment strategies.
- Combines data analytics with client-focused advisory to help investors achieve long-term financial goals.
FOCUS
- Covers the global Cybersecurity, Internet Content, Digital Payments, and IoT sectors, with a focus on emerging technologies and digital innovation.
- Specializes in equity research, company valuation, and earnings analysis of leading global technology companies.
- Delivers proprietary investment insights on companies including Meta, Netflix, CrowdStrike, Visa, Cloudflare, Commvault, Fox, and Reddit.
FOCUS
- Supports lead generation initiatives and marketing campaigns to improve MQL conversions and drive business growth.
- Creates, edits, and publishes social media content while assisting in the production of marketing videos to strengthen brand awareness.
- Collaborates with the Growth team to execute campaigns, coordinate cross-functional projects, and support overall growth.
FOCUS
- Owns CrispIdeas growth and marketing across content, brand, digital, partnerships, and performance.
- Translates institutional research into compelling content and campaigns that educate and build investor trust.
- Combines data, creativity, and strategic positioning to accelerate brand awareness and customer acquisition.
FOCUS
- Conducts multi-asset investment research, portfolio analysis, and performance evaluation to support investment decisions and assess risk.
- Contributes to portfolio strategy, asset allocation, and wealth planning through research-driven insights aligned with clients’ financial goals.
- Collaborates with the advisory team to develop, monitor, and optimize data-driven investment strategies.
Voices
Why clients stay with us.
CrispIdea's QoM reports are now a standing input in our diligence process. Their analyst team reads situations like an insider would.
Portfolio Manager
Global Long/Short Fund, London
The plan is simple, the reasoning is rigorous. Every recommendation comes with the research that backs it.
Senior Tech Executive
Wealth client, Bengaluru
We replaced two sell-side providers with CrispIdea. Coverage depth and turnaround are in a different league.
Head of Research
Asia Pacific Brokerage
Insights
Thinking that compounds.
CRISPidea®
Financial Ambitions Achieved
Food and Beverage Industry Restructuring
Why Acquisitions, Separations, and Partnerships Are Rising
READ NOW
www.crispidea.com
Food and Beverage Industry Restructuring: Why Acquisitions, Separations, and Partnerships Are Rising
May 19, 2026
The global Food and beverage industry restructuring is becoming one of the most important global business trends as companies respond
Read More »CRISPidea®
Financial Ambitions Achieved
Technology & Deep Tech Equity Research
The Complete Guide for Institutional Investors
READ NOW
www.crispidea.com
Technology & Deep Tech Equity Research: The Complete Guide for Institutional Investors
May 19, 2026
AI & Machine Learning · Semiconductors · Cloud & SaaS · Cybersecurity · Quantum Computing · Data Infrastructure · IoT
Read More »CRISPidea®
Financial Ambitions Achieved
NRE vs NRO vs FCNR
Choosing the Right Account Structure for Your Indian Assets
READ NOW
www.crispidea.com
NRE vs NRO vs FCNR: Choosing the Right Account Structure for Your Indian Assets
May 21, 2026
Why Your Account Choice Matters More Than You Think Most NRIs open a bank account in India because their bank
Read More »CRISPidea®
Financial Ambitions Achieved
Investing Lessons I Share With Clients Started With My Own Mistakes
READ NOW
www.crispidea.com
Investing Lessons I Share With Clients Started With My Own Mistakes:
July 29, 2026
by Malay Shah, Principal Advisor at CrispIdea In the last week of March 2020, with the world locked down and...
Read More »CRISPidea®
Financial Ambitions Achieved
Food and Beverage Industry Restructuring
Why Acquisitions, Separations, and Partnerships Are Rising
READ NOW
www.crispidea.com
Food and Beverage Industry Restructuring: Why Acquisitions, Separations, and Partnerships Are Rising
May 19, 2026
The global Food and beverage industry restructuring is becoming one of the most important global business trends as companies respond
Read More »CRISPidea®
Financial Ambitions Achieved
Technology & Deep Tech Equity Research
The Complete Guide for Institutional Investors
READ NOW
www.crispidea.com
Technology & Deep Tech Equity Research: The Complete Guide for Institutional Investors
May 19, 2026
AI & Machine Learning · Semiconductors · Cloud & SaaS · Cybersecurity · Quantum Computing · Data Infrastructure · IoT
Read More »CRISPidea®
Financial Ambitions Achieved
NRE vs NRO vs FCNR
Choosing the Right Account Structure for Your Indian Assets
READ NOW
www.crispidea.com
NRE vs NRO vs FCNR: Choosing the Right Account Structure for Your Indian Assets
May 21, 2026
Why Your Account Choice Matters More Than You Think Most NRIs open a bank account in India because their bank
Read More »CRISPidea®
Financial Ambitions Achieved
Investing Lessons I Share With Clients Started With My Own Mistakes
READ NOW
www.crispidea.com
Investing Lessons I Share With Clients Started With My Own Mistakes:
July 29, 2026
by Malay Shah, Principal Advisor at CrispIdea In the last week of March 2020, with the world locked down and...
Read More »Engagements
Plans for institutions
and individuals.
Transparent structures for both research mandates and wealth advisory.
Showing monthly prices. See monthly plans →
Company reports
Lite
For an individual investor tracking a handful of names.
$149
Per month, billed annually
Save $240 a year
Sector reports
Detailed financial model
Report Q&A
Custom research
Analyst calls
Early access to new reports
Licensing
1 seat
Most Popular
Company reports
Standard
For a small investment team building conviction together.
$449
Per month, billed annually
Save $840 a year
Sector reports
Detailed financial model
Report Q&A
2 queries / mo
Custom research
2 hrs / Month
Analyst calls
Early access to new reports
Licensing
5 seat
Company reports
Premium
For a full desk that should never think about download limits.
$899
Per month, billed annually
Save $1,560 a year
Sector reports
Detailed financial model
Report Q&A
5 queries / mo
Customized Research
8 hrs / mo
Analyst calls
Early access to new reports
Licensing
10 seat
Sector + Company
Sector Insights
For allocators who need the thematic view.
$1,899
Per month, billed annually
Save $3,480 a year
Sector reports
10 / month
Detailed financial model
Report Q&A
8 queries / mo
Customized Research
12 hrs / mo
Analyst calls
Early access to new reports
Licensing
Custom licence
Company reports
Lite
For an individual investor tracking a handful of names.
$169
Per month
Sector reports
Detailed financial model
Report Q&A
Custom research
Analyst calls
Early access to new reports
Licensing
1 seat
Most Popular
Company reports
Standard
For a small investment team building conviction together.
$519
Per month
Sector reports
Detailed financial model
Report Q&A
2 queries / mo
Custom research
2 hrs / Month
Analyst calls
Early access to new reports
Licensing
5 seat
Company reports
Premium
For a full desk that should never think about download limits.
$1,029
Per month
Sector reports
Detailed financial model
Report Q&A
5 queries / mo
Customized Research
8 hrs / mo
Analyst calls
Early access to new reports
Licensing
10 seat
Sector + Company
Sector Insights
For allocators who need the thematic view.
$2,189
Per month
Sector reports
10 / month
Detailed financial model
Report Q&A
8 queries / mo
Customized Research
12 hrs / mo
Analyst calls
Early access to new reports
Licensing
Custom licence
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Download a free report, buy a single title, or commission research scoped to your mandate.
Free Plan
Mutual Fund Only
0% fees
- Active advisory on choosing the right funds (debt, large cap, mid-cap, small-cap, sectoral) depending on the economic lifecycle
- Active tracking of MF performance on returns and risk parameters (e.g. Sharpe ratio)
- Invest only in high-rated funds that preserve capital
- Ease of transaction through app
- Invest in regular funds through lump-sum or SIP mode
Ideal for low-risk investors just getting started
Gold Plan
AUA-based fee
1% of AUA
- Annual upfront payment with quarterly true-up
- Higher returns by investing across India and US stocks, MFs, ETFs, SGBs, debt, structured products, SIFs
- Detailed goal-based financial planning (e.g. retirement, kid's education, vacations) via app
- Free advisory on PF, loans, insurance, emergency fund
- Monthly review of market and portfolio health
- Low-cost direct products — saves approx. 1% commission annually
- 70% lower cost than PMS
Ideal for investors wanting to maximize risk-adjusted returns
Most Popular
Profit-Share Plan
Performance Based Fee
8% of net gains*
- AI-driven active-alpha strategy across global equities
- Leveraged returns by investing in F&O (Futures & Options), MTF (Margin Trading), Pair Trading
- Personalized dashboard, real-time alerts, high water-mark model
- More skin in the game
* Both realized and unrealized profits trued-up quarterly and offset against one-time onboarding fee of ₹25K
Ideal for high-risk investors who want to invest upwards of ₹1 Cr
Questions
Answers, with the same
rigor as our reports.
- Deep Tech Research
Who uses CrispIdea research?
Our research is trusted by institutional investors, hedge funds, private equity firms, venture capital firms, asset managers, family offices, and corporates.
Which sectors and companies do you cover?
We cover global public companies across AI, Semiconductors, SaaS, Cloud, Cybersecurity, Robotics, Space Tech, Healthcare, Consumer, and other high-growth sectors.
What is your QoM framework?
Quality of Management (QoM) is our proprietary framework that evaluates leadership quality, capital allocation, governance, execution, and long-term value creation.
Can you build a custom coverage universe?
Yes. We can create bespoke research coverage based on your preferred sectors, geographies, themes, or watchlists.
How do institutions access your research?
Institutions can subscribe to our research, access individual reports, or engage us for customized research and financial modeling.
- Wealth Management
Are you SEBI registered?
Yes. CrispIdea Wealth is a SEBI-registered Registered Investment Adviser (RIA), committed to providing transparent, fiduciary advice.
Do you manage my money directly?
No. Your investments remain in accounts held in your name. We provide advice, while you retain complete control of your assets.
How do you charge?
We charge a transparent advisory fee with no commissions or product-based incentives, ensuring our advice remains unbiased.
Who is the wealth service for?
Our wealth management service is designed for professionals, founders, business owners, NRIs, and HNIs seeking long-term, research-backed wealth creation.
How is your advice different?
Unlike traditional advisors, we combine institutional-grade research, proprietary AI models, and personalized financial planning to deliver evidence-based investment advice.
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For institutions
For individuals