# AKNA Capital

> AKNA Capital is a SEBI Registered Research Analyst (INH000023515) based in Mumbai, India. We make financial planning and equity investing easy, helping individuals, families, and businesses grow wealth using fundamental, technical, and quantitative models, data analytics, and AI.

## About AKNA Capital

AKNA Capital runs an in-house Quant Engine built on 30+ smart algorithms to help identify market opportunities and arrive at stock recommendations. We hold a 4.6 rating based on 1,000+ client reviews.

- **Regulatory status:** SEBI Registered Research Analyst, registration INH000023515
- **Location:** A-201, Ishwar Swaroop CHSL, 3rd Mamletdar Wadi Road, Malad (West), Mumbai – 400064, India
- **Phone:** +91-8989496800 / +91-9768943840
- **Email:** business@aknacapital.com
- **Website:** https://aknacapital.com

## Team

Full profiles at https://aknacapital.com/about#team

- **Smit Ruparel** — Head of Fundamental Research. MBA in Finance (Mumbai University), 10+ years of fundamental research experience, previously at Crisil and Axis Securities, SEBI and NISM registered Research Analyst.
- **Akshat Nahata** — Quant & Technical Research. IIT Indore alumnus, 5+ years of technical and quant experience, previously at Walmart and Axis Securities, AMFI Registered Advisor and NISM Registered Research Analyst.
- **CA Prajvi Nahata** — Equity Research & Multibagger Hunting. Member of ICAI, 8+ years finding multibaggers, previously at Ernst & Young, focused on value investing.
- **Mukul Jain** — Advisory Network, M&A & IPO. MBA from IIM Ahmedabad, Gold Medalist from IIT Indore, CFA Level 1, background in investment banking covering IPO and M&A origination; advises AKNA Capital's M&A and IPO Advisory practice on an independent basis.
- **Harsh Jain** — Business Strategy & Operations. IIT Indore alumnus, ex-Strategy & Operations Lead at VigyanPath, focused on planning and executing growth initiatives and taking products from idea to market.

## Services

Full listing, grouped for individuals vs. business owners, at https://aknacapital.com/services

1. **Research and Ranking**: Ranked equity research suitable for an investment surplus of 3 Lacs to 1 Crore, over a 5-6 year horizon. https://aknacapital.com/services/research-ranking

2. **Mutual Fund Investing**: Algorithm assisted enhanced SIP investing, mapped to specific goals. https://aknacapital.com/services/mutual-fund-investing

3. **AKNA Private Wealth**: Dedicated wealth management for an investment surplus of 1 Crore and above, over an 8-10 year horizon. https://aknacapital.com/services/akna-private-wealth

4. **Stockmarket Workshop**: Educational workshops on fundamental, technical, and quantitative investing, taught by AKNA Capital's own research team. https://aknacapital.com/services/stockmarket-workshop

5. **Insurance**: Guidance on the right health and term life insurance cover. https://aknacapital.com/services/insurance

6. **Algo-Trading**: Converting a trader's own rules and logic into a backtested, automated trading strategy, built on AKNA Capital's Quant Engine. https://aknacapital.com/services/algo-trading

### M&A Advisory and IPO Advisory

Corporate advisory services for promoters, business owners, and CFOs, distinct from the retail wealth advisory above.

7. **Pre-IPO Advisory**: IPO readiness assessment, governance and cap table clean-up, and route selection, 12-24 months before a potential listing. https://aknacapital.com/services/pre-ipo-advisory

8. **IPO and SME IPO Advisory**: Issuer-side advisory for Main-Board IPOs (BSE/NSE) and SME IPOs (BSE SME/NSE Emerge), from merchant banker selection through DRHP, regulatory response, and listing. AKNA Capital is not a SEBI registered merchant banker and does not replace one. https://aknacapital.com/services/ipo-and-sme-ipo-advisory

9. **Buy-side M&A Advisory**: Target identification, valuation, due diligence coordination, and negotiation support for acquirers. https://aknacapital.com/services/buy-side-ma-advisory

10. **Sell-side M&A Advisory**: Sale readiness, valuation benchmarking, confidential buyer outreach, and process management for promoters selling a business. https://aknacapital.com/services/sell-side-ma-advisory

## Free Calculators

Available at https://aknacapital.com/market-tools

- SIP Calculator, SIP Delay Calculator, Education Calculator, Marriage Calculator, Retirement Calculator, Loan / EMI Calculator, SIP Step Up Calculator, Lumpsum + SIP Calculator, Business Valuation Estimator

## Blog

Available at https://aknacapital.com/blog, written by AKNA Capital's research team (Smit Ruparel, Head of Fundamental Research; Akshat Nahata, Quant & Technical Research; CA Prajvi Nahata, Equity Research & Multibagger Hunting).

1. When Is the Right Time to Sell Your Business? Five Signs to Watch — https://aknacapital.com/blog/when-is-the-right-time-to-sell-your-business
2. Due Diligence Checklist Before You Buy a Business in India — https://aknacapital.com/blog/due-diligence-checklist-before-buying-a-business
3. How to Backtest a Trading Strategy Before You Go Live — https://aknacapital.com/blog/how-to-backtest-a-trading-strategy-before-going-live
4. What Should You Do With Your Portfolio When the Market Crashes? — https://aknacapital.com/blog/what-to-do-with-your-portfolio-when-the-market-crashes
5. How Much Life Insurance Cover Do You Actually Need? — https://aknacapital.com/blog/how-much-life-insurance-cover-do-you-actually-need
6. NPS vs PPF vs ELSS: Which Tax Saving Investment Actually Fits You? — https://aknacapital.com/blog/nps-vs-ppf-vs-elss-which-tax-saving-investment-fits-you
7. How an In House Quant Engine Actually Picks Stocks — https://aknacapital.com/blog/how-our-in-house-quant-engine-actually-picks-stocks
8. Common Mistakes First Time Investors Make in the Stock Market — https://aknacapital.com/blog/common-mistakes-first-time-investors-make-in-the-stock-market
9. Large Cap vs Mid Cap vs Small Cap Stocks: What Is the Real Difference? — https://aknacapital.com/blog/large-cap-vs-mid-cap-vs-small-cap-stocks-explained
10. How to Build an Emergency Fund Before You Start Investing — https://aknacapital.com/blog/how-to-build-an-emergency-fund-before-you-start-investing
11. What Is a Demat Account and How Do You Open One in India? — https://aknacapital.com/blog/what-is-a-demat-account-and-how-to-open-one-in-india
12. Old Tax Regime vs New Tax Regime: Which Should You Choose? — https://aknacapital.com/blog/old-tax-regime-vs-new-tax-regime-which-should-you-choose
13. How Much Should You Actually Invest Every Month Based on Your Income? — https://aknacapital.com/blog/how-much-should-you-invest-every-month-based-on-your-income
14. Best Investment Options in India for Beginners — https://aknacapital.com/blog/best-investment-options-in-india-for-beginners
15. How to Choose the Right SEBI Registered Research Analyst in India — https://aknacapital.com/blog/how-to-choose-the-right-sebi-registered-research-analyst
16. How Much Is My Business Worth? A Plain-English Guide to Business Valuation — https://aknacapital.com/blog/how-much-is-my-business-worth-valuation-guide
17. SME IPO vs Main-Board IPO: Which Listing Route Fits Your Company? — https://aknacapital.com/blog/sme-ipo-vs-main-board-ipo-which-fits
18. Buy-Side vs Sell-Side M&A: Why the Same Advisor Rarely Works for Both — https://aknacapital.com/blog/buy-side-vs-sell-side-ma-why-one-advisor-rarely-works-for-both
19. 12 to 24 Months Before Your IPO: What "IPO Ready" Actually Means — https://aknacapital.com/blog/what-ipo-ready-actually-means-12-24-months-out
20. SIP vs Lumpsum: Which Should You Choose in a Volatile Market? — https://aknacapital.com/blog/sip-vs-lumpsum-volatile-market
21. Diversification Isn't Just Buying More Stocks — https://aknacapital.com/blog/diversification-beyond-buying-more-stocks
22. Technical Analysis 101: Reading Price Action Without the Hype — https://aknacapital.com/blog/technical-analysis-101-reading-price-action
23. How Much Should You Actually Save for Retirement in India? — https://aknacapital.com/blog/how-much-to-save-for-retirement-india
24. What Is Algo-Trading and Is It Right for You? — https://aknacapital.com/blog/what-is-algo-trading-is-it-right-for-you
25. Why a Regular SIP Might Not Be Enough: The Case for Enhanced SIP — https://aknacapital.com/blog/enhanced-sip-vs-regular-sip
26. Term Insurance vs Investment-cum-Insurance: What Actually Protects Your Family — https://aknacapital.com/blog/term-insurance-vs-investment-cum-insurance
27. How to Read a Stock Beyond the Price Chart: A Beginner's Guide to Fundamental Analysis — https://aknacapital.com/blog/fundamental-analysis-beyond-the-price-chart

## Why AKNA Capital

- SEBI Registered Research Analyst, registration INH000023515
- In-house Quant Engine built on 30+ smart algorithms
- 4.6 rating based on 1,000+ client reviews
- Honest, transparent, and data-driven research process
- Based in Mumbai, India, serving Indian investors

## Important Disclosure

All investments in securities markets are subject to market risk. Past performance of any recommendation, fund, or strategy does not guarantee future results. AKNA Capital does not guarantee returns; please read all offer documents carefully and invest based on your own risk appetite.

## Contact

Phone: +91-8989496800 / +91-9768943840
Email: business@aknacapital.com
Address: A-201, Ishwar Swaroop CHSL, 3rd Mamletdar Wadi Road, Malad (West), Mumbai – 400064
Contact form: https://aknacapital.com/contact