Univest funding, investors and company details

Univest is an emerging Financial Services - Wealth Management startup from Gandhinagar, working in the space of AI-powered investment platform. Founded by Pranit Arora, Avneet Dhamija, Vikash Agarwal.

Company: Univest Communication Technologies Private Limited
Sector: Financial Services - Wealth Management
Location: Gandhinagar
Founders: Pranit Arora, Avneet Dhamija, Vikash Agarwal
Total funding raised: ₹85.55 Cr

Company overview

Univest serves as an AI-powered investment platform that helps retail investors optimize portfolios and make informed decisions.It leverages SEBI-registered research analysts and investment advisers to deliver stock recommendations, timely exit signals for underperforming assets, and personalized ideas matching user risk profiles and preferences.The ecosystem combines discovery, research, trading facilitation, and portfolio tracking into a single interface, aiming to boost returns through data-driven insights and automation.

Funding rounds

Latest round (Series A): $ 10.00 Mn (₹85.55 Cr.), 2024-12-23. Investors: Bertelsmann India Investments