Equifiz
Equifiz is an AI-powered financial research platform for Indian investors, tracking over 6,000 stocks, 1,000+ funds and ETFs, and 125+ indices in a single dashboard. Its FIZ AI assistant, trained on India-first data including SEBI norms and local taxation, answers complex questions, generates institutional-grade reports, and securely analyzes users' personal portfolio performance and diversification.
- Financial Technology
- Data & Analytics
- Artificial Intelligence
- AI Agents
- Software Only
Funding
Founders
Founder details are not available yet.
Product
Problem
Individual investors often lack access to institutional-grade research tools and struggle to analyze complex financial data, including portfolio performance, balance sheets, and market trends. This gap makes it difficult to make informed investment decisions, especially in markets with unique regulatory and taxation frameworks like India.
Solution
Equifiz offers an intelligent financial research platform that combines comprehensive market tracking with an AI-powered personal research analyst. The platform monitors over 6,000 stocks, 1,000+ funds and ETFs, and 125+ indices, providing users with a holistic view of their investments. The FIZ AI assistant enables users to ask complex questions, generate institutional-quality reports, and analyze balance sheets in seconds. It is specifically trained on India-first financial data, including SEBI norms, local taxation rules, and Indian sector cycles, ensuring relevant and accurate insights. The AI can also securely connect to users' own portfolio data to answer questions about their personal performance and diversification.
Target Audience
Primary users are Indian retail investors, active traders, and financial enthusiasts who need institutional-grade research tools and AI-powered analysis to make informed decisions in the Indian equity market.
Features
- Tracks over 6,000 stocks, 1,000+ funds and ETFs, and 125+ indices in a single dashboard
- FIZ AI assistant capable of answering complex financial questions and generating institutional-grade reports
- India-first training that understands SEBI regulations, local taxation, and domestic sector cycles
- Secure portfolio connectivity allowing the AI to analyze user-specific performance and diversification metrics
- Real-time portfolio tracking with metrics like total value, active stock gains, and growth achievement percentages
- Provides sector-specific impact analysis, such as assessing upside potential for data center providers or ER&D tailwinds for Tier-1 IT companies