About CrispIdea
A research house that manages wealth, not the other way around.
We exist because most advice is borrowed. Ours is built — from primary research, proprietary models and 15+ years of deep-tech conviction. The same DNA powers a global institution allocating billions and an individual building wealth one decision at a time.
Our story
Built by analysts. For decisions that compound.
CrispIdea was founded on a simple idea: the best wealth outcomes come from the best research — applied with discipline, over time. Too many advisors recycle reports they don't write and recommend products they don't understand.
We do the opposite. We employ senior sector analysts who have spent careers at global investment banks, hedge funds and asset managers. We pair them with proprietary AI models that scan 2,000+ companies daily. The output flows two ways — to institutions that license our research, and to individuals whose portfolios we actively manage.
The result is one engine, two channels — research and wealth management — held to a single standard of rigour
Coverage that anchors the company
The research came before the company, and it still leads it. What began as a newsletter in the 2008 crash is now a coverage engine on LSEG, FactSet and S&P Global.
2008
Boutique expertise, global impact
Lehman Brothers collapses. Markets crash. While others freeze, Shejal begins digging into ignored names: Shanti Gears, Neelkamal, Asian Paints, Marico — and launches CrispIdea as a newsletter and a promise: honest research without fear, conflict or agenda.
2016
Institutional recognition
The early calls compound into credibility. Cloud migration from 2012, artificial intelligence from 2016, several years before the consensus arrived. LSEG, FactSet, S&P Global and Bloomberg recognise CrispIdea and the rule holds: never follow the herd. Cover where growth is actually happening.
2020
A pivotal moment for tech and wealth
COVID changes the market on both sides of our business. The tech world wakes up to AI as a cloud buildout and puts AI at the centre of enterprise spending. At home, Indians move savings out of traditional assets and into equities at a record pace. Deep Tech research and Indian wealth management stop being two stories and start being one.
2022
Incorporated
CrispIdea incorporates as a private limited company. The QPVT research lens and Quality of Management framework are formalised, and the internal frameworks are formalised from LSEG to FactSet and S&P Global.
2024
Research meets wealth
Malay builds the wealth arm. The research engine that serves institutions now drives goal-based portfolios for retail investors. A cross-member analyst team covers semiconductors, AI, cybersecurity and frontier tech.
2026
Where we are
₹250 Cr in retail assets under advisory. A library of 3,000+ reports. 300+ companies under coverage across US, Europe and India. Bengaluru remains the growth engine as the wealth practice scales.
Why people trust CrispIdea
Independence, depth, and a track record that compounds.
Four reasons clients across institutions and individual portfolios choose us, and stay.
Boutique expertise, global impact
Since 2008 we have provided equity and sector research and investment advisory to PE houses, hedge funds, corporates and institutions. From Bengaluru, we combine a boutique environment with global reach.
2,500+
Institutional clients
100+
Retail clients
Early insights, disruptive edge
We cover specialised and highly disruptive companies early. Analysts who specialise in their own verticals apply our QPVT methodology, combining fundamental and technical analysis to deliver a view before the consensus forms.
25
Deep tech sub-sectors
300+
Companies covered
Proven track record, trusted reputation
Our coverage contributes to LSEG consensus ratings and is distributed on FactSet and S&P Global. The same research drives our wealth practice, where clients are advised on portfolios built from primary work, not borrowed reports.
21%+*
One-year alpha
₹250Cr
Assets under advisory
* Performance figures pending independent verification. Past performance is not indicative of future returns.
Our journey
From an idea to a global research-led platform.
Fifteen years of compounding conviction — distilled into the milestones that shaped CrispIdea.
Leadership
The people behind the research.
Founders and advisors who have spent decades doing the work — now building CrispIdea as one research-led platform.
Our team
Senior analysts. Real accountability.
Click any member to read their background. Every name on this page personally owns the work that goes out under it.
Ranked #1 globally for PepsiCo and #2 for JD.com in forecast accuracy. Featured by TheStreet for high-conviction equity research and investment insights.
Contributes earnings forecasts to consensus platforms. Specializes in financial modeling, valuation, and identifying long-term investment opportunities.
Specializes in fundamental research, competitive analysis, and long-term technology trends. Tracks leading companies including Google, Microsoft, IBM, Salesforce, and Snowflake.
Owns CrispIdeas growth and marketing across content, brand, and community initiatives.
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.
Supports portfolio strategy and wealth planning for clients with ₹100+ crore in assets under advisory.
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.
Owns demand generation for institutional and retail research — running email campaigns, nurture flows and content programs that translate analyst work into pipeline. Blends brand marketing with performance channels to grow reach across sector reports and subscription products.
Builds the top of funnel for CrispIdea Wealth — sourcing prospects, running discovery conversations and partnering with advisors to convert interest into long-term advisory relationships. Focused on scaling the retail and NRI client base across India and key global hubs.
Specializes in equity research across cybersecurity leaders and connected-device platforms. Combines financial modeling, competitive analysis and threat-landscape mapping to identify long-term winners in enterprise security and industrial IoT.
Why clients trust us
The proof is in the relationships.
CrispIdea is the rare research partner that combines institutional rigour with on-the-ground conviction. Their QoM framework is now part of our investment process.
Managing Director
Global Long/Short Fund, New York
They didn't just hand me a portfolio — they built one around my goals, my risk and my timeline. Two years in, I sleep better and my returns speak for themselves.
Tech Founder
Wealth client, Bengaluru
Best independent deep-tech coverage we've subscribed to. Reports are timely, models are clean and analysts actually pick up the phone.
CIO
APAC Asset Manager, Singapore
Global presence
On the ground where
decisions get made.
Toggle between practices to see where our research and wealth management teams operate.
- Research
- Wealth Management
- Both practices
- Headquarters
- Research presence
- Wealth presence
Dubai
UAE
NRI & GCC wealth advisory
Mumbai
India
Headquarters · Research + private wealth flagship
Bengaluru
India
Quant & data science · Tech founders desk
Dubai
UAE
NRI & GCC wealth advisory
Mumbai
India
Headquarters · Research + private wealth flagship
Bengaluru
India
Quant & data science · Tech founders desk
Dubai
wealth
NRI & GCC wealth advisory
Mumbai
Research + Wealth
Headquarters · Research + private wealth flagship
Bengaluru
Research + Wealth
Quant & data science · Tech founders desk
Singapore
Research + Wealth
APAC institutional + family office practice
Let's build conviction together.
Whether you're an institution evaluating coverage or an individual planning your next decade — we'll route you to the right team within one business day.
