Founder and CEO
Kalpi
Ashwar Gupta is the Founder & CEO of Kalpi, an AI-powered investing platform that enables retail and institutional investors to build, analyze, and manage rule-based investment portfolios. A CFA Charterholder and BITS Pilani alumnus, he combines expertise in finance, quantitative research, machine learning, and technology to make sophisticated investing tools accessible to a wider audience. Through Kalpi, he is helping democratize quantitative investing and empowering investors with data-driven decision-making capabilities.
Profile Overview
Ashwar Gupta is a fintech entrepreneur, quantitative finance expert, and technology innovator who is redefining the future of investing through artificial intelligence and data-driven portfolio management. As the Founder & CEO of Kalpi, he is leading the development of a next-generation investment platform that enables investors to build, analyze, and manage rule-based portfolios with greater confidence, transparency, and precision.
A CFA Charterholder and graduate of BITS Pilani, Ashwar possesses a unique combination of expertise spanning finance, investment research, machine learning, and software engineering. His professional journey includes experience as a Quantitative Researcher at a US-based hedge fund, where he worked on advanced investment models, portfolio strategies, and data-driven financial analysis. He also served as a Machine Learning Engineer, applying artificial intelligence and predictive analytics to solve complex business and financial challenges.
Driven by a vision to democratize access to sophisticated investing tools, Ashwar founded Kalpi to bridge the gap between institutional-grade portfolio management and everyday investors. Under his leadership, Kalpi has grown into a rapidly expanding investment technology platform serving thousands of investors across different experience levels. The company has gained recognition within the fintech ecosystem and secured seed funding from Rainmatter, Zerodha’s investment initiative, further validating its mission and market potential.
Through Kalpi, Ashwar is making advanced portfolio analytics, systematic investing frameworks, and quantitative research methodologies accessible to a broader audience. His work focuses on empowering investors with intelligent tools that simplify complex financial decisions while promoting a disciplined, research-driven approach to wealth creation.
Passionate about innovation at the intersection of finance and technology, Ashwar continues to explore new ways of leveraging artificial intelligence, data science, and quantitative investing to transform how individuals and institutions manage their investments. His vision is to create a future where every investor has access to the same level of insight, technology, and analytical capabilities that were once reserved exclusively for large financial institutions.
Vision: To democratize intelligent investing by making advanced financial technology, quantitative research, and portfolio management tools accessible to every investor.