Research and AI driven
Wealth Management Platform for highly ambitious professionals
Financial Ambitions, Achieved
CrispIdea Wealth Management
Taking care of your Financial Ambitions
Experience strong advisor-led, AI-driven, research-backed financial planning and wealth generation, designed to outperform the market and meet your customized needs
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Research and AI Foundation
Crispidea leverages over 50 advanced research tools, including LSEG Refinitiv, Tradingview, and Bloomberg, supported by a dedicated team of 12 professional analysts and 14+ AI models, to offer retail clients the same powerful capabilities as large fund-houses and financial institutions.
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Designed for Market Outperformance
Our QPVT (Quality, Performance, Valuation, Technicals) methodology crafts resilient equity portfolios—be it direct stocks or mutual funds—designed to outperform the market. Tailored to your risk profile, we also identify additional opportunities for excess returns through alternatives such as pre-IPO stocks, private equity, private credit, and fractional ownership.
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Amazing WX (Wealth Experience)
Our experienced advisors, with decades of capital market expertise, ensure capital protection, tax-optimized asset allocation, and ongoing investor education. We combine personalized relationship management with advanced technology to help you stay on top of your net worth.
Team
Our Team of Experts Advisors
Our sector specialists provide an early provocative view on companies and trends shaping the market through trade-marked methodology which combines fundamental and technical analysis.
Our team collaborates to assist clients with investment decisions, identifying opportunities across major asset classes and geographies.
Best research house focused on fast growth, new economy segments
Shejal Ajmera
Founder And Head Of Research
Rashmitha Selvaraj
Corporate Relationship Manager
Vignesh
Digital Marketing Analyst
Rimi Murarka
Senior Research Analyst II
Devang Jakhia
Research Analyst
Harvind Viswanath
Research Analyst II
Subhendu Behera
Research Analyst II
Aishwarya Dinesh
Research Analyst II
Ankit Sanwaria
Research Analyst II
Deepkumar Shah
Research Analyst II
Who we Serve
Our Clients are all Ambitious Professionals
Gen Z Professional
We help ambitious Gen Z professionals reach financial independence with expert guidance, cutting-edge technology, and customized strategies. From building emergency funds and investing sustainably to preparing for life’s big moments, we’re here to drive your financial success.
Corporate Leader
Life’s journey brings wisdom, maturity, and success—and we’re here to support your goals every step of the way. From funding children’s education and weddings to planning a secure retirement, we provide a balanced approach to wealth growth and capital protection.
Alternate Investor
We support savvy investors with research, strategies, and alternate asset classes like a Formula-1 Pit Crew, ensuring readiness for their success. Our team plays various roles from tire gunners to data analysts, engine tuners, and mechanics.
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Why CrispIdea
CrispIdea's Eminence in Wealth Management
Research and AI Driven
Diverse Asset Class (e.g. US Equities, Unlisted)
Active Management including Direct Equities
Clients Stay in Control over Money and Assets
Lower Cost than MF, PMS or AIF
Pedigreed Professional Team. Ex-IIMB, Stern, NMIMS
What our Clients say about CrispIdea
Professionals achieving their Financial Ambitions with CrispIdea
CrispIdea is more than just a service provider; they are a trusted advisor who supports you every step of the way on your journey to wealth creation.
Divya Sharma
I’m impressed by CrispIdea’s portfolio construction and AI-based screening tools—made possible by their investment in cutting-edge data and AI technology.
Bharath Subbarao
I switched to CrispIdea to align my advisor's interests with mine and avoid hidden commissions from Mutual Fund Distributors, while receiving active advice.
Vishwanathan Narayana Swamy
I've over-invested in real estate, and CrispIdea is guiding me to diversify into financial assets, building wealth. At 41, I'm focused on securing a solid retirement corpus.
Debdeep Mukherjee
Shejal Ajmera
Best research house focused on fast growth, new economy segments
Our Leaders
Meet some of our Highly Experienced Advisors
Malay Shah
Shejal Ajmera
Mita Mehta
Our Values
Core Values that drive us
Client’s interest first
Treating your money as if it’s our own
No conflict
No distribution. Only advisory
Radical disclosure
Everything we do is open book
Player Coach Relationship
Your goal is our mission but we don’t sugar-coat messages
CrispIdea has turbocharged our portfolio's growth. The best part? I can sleep soundly knowing that my portfolio is being diligently monitored for risks.
Jeetendra P Category Manager, Nokia