12-Month Execution

Ship value early, compound over time.

Phased build. Phase 0 lays the regulatory and pipeline foundation; Phase 1 ships the MVP B2C app on Zerodha Kite; Phase 2 layers intelligence; later phases add platform reach, voice, and regional. Success metrics on the right track real-time progress.

See the phases Success metrics →
Execution

12-Month Implementation Roadmap

Phased approach — ship value early, compound over time.

Phase 0 — Month 1–2

Foundation

  • SEBI RIA registration (corporate entity)
  • Onboard TrueData + Screener.in APIs
  • Stand up Kafka + TimescaleDB pipeline
  • Fundamental scoring engine v1 on NSE 500
  • Hire 2 NISM-certified analysts for the human review gate
Phase 1 — Month 3–4

MVP Launch (B2C App)

  • Ship UC-1 (Stock Recos) + UC-2 (Algo Baskets) + UC-3 (Scoring Engine)
  • Flutter app (single iOS + Android codebase, Dart)
  • Daily picks · 5 thematic baskets · Finverse Score for top 200 stocks
  • Zerodha Kite Connect integration
  • Free tier (2 picks/day) + Premium ₹299/mo
Phase 2 — Month 5–6

Intelligence Layer

  • Ship UC-4 (Technical Signals) + UC-5 (News Sentiment)
  • Pre-built signal packs · NLP pipeline · real-time alerts
  • Add Angel One + Upstox integrations
  • Launch portfolio health check (UC-6 lite)
Phase 3 — Month 7–9

Platform Play

  • Ship UC-8 (Gateway API) + UC-6 (Full Portfolio) + UC-7 (Education)
  • Advisory Gateway SDK for partner brokerages
  • First B2B2C integration
  • Full CDSL eCAS portfolio import
  • Contextual micro-learning embedded in every feature
Phase 4 — Month 10–12

Scale & Moat

  • Con-call transcript NLP for management scoring
  • Hindi + regional language support
  • Visual strategy builder
  • Options strategy recos for advanced users
  • White-label Gateway for 3+ brokerage partners
Metrics

Key Success Metrics

Advisory Quality

  • Hit rate (% picks reaching target)
  • Average return vs Nifty50
  • Basket CAGR vs benchmark
  • Time-to-target (avg days)

Growth

  • MAU (Monthly Active Users)
  • Free → Premium conversion %
  • B2B API active integrations
  • DAU/MAU stickiness ratio

Revenue

  • B2C subscription MRR
  • B2B2C API revenue share
  • AUA (Assets Under Advice)
  • LTV : CAC ratio

12-Month Target State

50K+ premium subscribers (B2C) · 3+ brokerage partners on Advisory Gateway (B2B2C) · ₹500 Cr+ AUA · 65%+ stock pick hit rate · Full SEBI compliance with auditable AI trail · Hindi + 2 regional language support.