Univest Raises $10M to Redefine Stock Market Advisory Services

Univest, a SEBI-registered stock market advisory platform, has raised $10 million in Series A funding to offer stock market advisory services to retail investors, providing real-time market signals and trading advice through its innovative stock market app.

The funding round was led by Bertelsmann India Investments (BII). The funding aims to scale the Gurugram-based platform’s stock advisory offerings, further positioning it as a game-changer for retail investors in India and beyond. With a growing user base and a unique advisory-led model, Univest is set to enhance its research-first approach and democratize access to high-quality trading insights.

“The funds will enable us to scale our research-first, full-stack brokerage offering, creating India’s first true stock market super app for retail investors. With this funding round, we are excited to accelerate our mission to democratize access to high-quality research,” said Pranit Arora, Co-Founder and CEO of Univest.

Revolutionizing Stock Market Research for Retail Investors

Univest’s platform provides personalized stock trading advice, including expert stocks, derivatives, and commodities recommendations. Through real-time market signals from SEBI-registered analysts, the platform ensures investors receive timely entry and exit points during live market hours. This seamless integration of human expertise and technology offers retail investors a significant edge in decision-making.

Founded in 2022 by Pranit Arora, Avneet Dhamija, and Vikash Agarwal, Univest has quickly garnered attention. The platform has amassed over 3 million sign-ups in just two years, with 150,000 paying subscribers. Univest boasts an impressive 85 percent success rate for profitable calls, with 60 percent of its recommendations hitting target prices.

“Our focus will remain on delivering seamless, personalized, and actionable insights that simplify the investment journey for our users. We look forward to leveraging this partnership to redefine the brokerage model and establish Univest as the go-to platform for retail investors in India,” said Pranit Arora, Co-Founder and CEO of Univest.

Aiming to Become India’s Most Trusted Trading Platform

The recent funding round will enhance Univest’s full-stack brokerage services, providing a comprehensive solution to investors. As part of its vision to become India’s most trusted stock market app, Univest aspires to tackle all investor challenges—from selecting the right stocks to executing timely exits. By combining algorithmic precision with market expertise, the platform ensures users receive actionable insights for better wealth creation.

“We believe Univest’s advisory-led model fills a critical gap in retail investor services. With their focus on informed decision-making, they are well-positioned to unlock the wealth potential of retail investors,” said Pankaj Makkar, Managing Director at Bertelsmann India Investments.

As the platform continues to evolve, its unique blend of human expertise and advanced algorithms makes it a formidable competitor in the stock market advisory space. Other startups like Liquide, Tejimandi, and Stoxbox are also vying for market share. Still, Univest’s strong track record and rapid growth set it apart from the competition.

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