CastleGate is a investment management technology
Get a deeper understanding of every product interaction, customer experience, process flow, or data pipeline. Instantly detect, analyze and act on every anomaly or opportunity before it’s too late.
Get a deeper understanding of every product interaction, customer experience, process flow, or data pipeline. Instantly detect, analyze and act on every anomaly or opportunity before it’s too late.
Gives you a competitive edge by empowering you with portfolio intelligence on your client’s portfolio. Our powerful visualization widgets can seamlessly integrate with the advisor and client portal, freeing up advisor time to focus on investment strategy
CastleGate Founder’s Background

Kaushal Trivedi

Founder & CEO

Kaushal Trivedi, started CastleGate back in 2007 as an investment management firm, comes with a mix of finance and tech background.
Since last two years, he has built a product platform for investment advisors that makes advisory operations transparent & algorithmic. The platform is called Wizzer. The platform provides total transparency into the investments being managed and cuts out many malpractices that cost clients commissions & portfolio risk.Prior to this Kaushal lead a NY based startups India team and built a product and was part of that journey untill a $10MM fund raise from VCs.
Between 2009 & 2015, he built his first SaaS startup funded by angel and VC round, in the investment bank & M&A space. It was an analytics product. In 2015 he was bought out by his investors. Academically he's an MBA in finance from NMIMS, CFA from AIMR and Financial Risk Manager from GARP UK. He and our team has cleared the necessary certifications required by SEBI - RIA I , II from NISM.
He worked with Citi as equity analyst, with CARE as Corporate Bond analyst and subsequently setoff on his own.

Investment Philosophy & Process
At the nexus of economics, behavioral finance, data and technology, AQR’s evolution over two decades has been a continuous exploration of what drives markets and how it can be applied to client portfolios. Our culture of intellectual curiosity compels us to challenge the status quo, disrupt long-held beliefs and uncover new insights. In 2018, we celebrated our 20th anniversary, which highlighted how far we had come as a firm, as well as the exciting journey that continues to lie ahead.
At the nexus of economics, behavioral finance, data and technology, AQR’s evolution over two decades has been a continuous exploration of what drives markets and how it can be applied to client portfolios. Our culture of intellectual curiosity compels us to challenge the status quo, disrupt long-held beliefs and uncover new insights. In 2018, we celebrated our 20th anniversary, which highlighted how far we had come as a firm, as well as the exciting journey that continues to lie ahead.
At the nexus of economics, behavioral finance, data and technology, AQR’s evolution over two decades has been a continuous exploration of what drives markets and how it can be applied to client portfolios. Our culture of intellectual curiosity compels us to challenge the status quo, disrupt long-held beliefs and uncover new insights. In 2018, we celebrated our 20th anniversary, which highlighted how far we had come as a firm, as well as the exciting journey that continues to lie ahead.
At the nexus of economics, behavioral finance, data and technology, AQR’s evolution over two decades has been a continuous exploration of what drives markets and how it can be applied to client portfolios. Our culture of intellectual curiosity compels us to challenge the status quo, disrupt long-held beliefs and uncover new insights. In 2018, we celebrated our 20th anniversary, which highlighted how far we had come as a firm, as well as the exciting journey that continues to lie ahead.
At the nexus of economics, behavioral finance, data and technology, AQR’s evolution over two decades has been a continuous exploration of what drives markets and how it can be applied to client portfolios. Our culture of intellectual curiosity compels us to challenge the status quo, disrupt long-held beliefs and uncover new insights. In 2018, we celebrated our 20th anniversary, which highlighted how far we had come as a firm, as well as the exciting journey that continues to lie ahead.
At the nexus of economics, behavioral finance, data and technology, AQR’s evolution over two decades has been a continuous exploration of what drives markets and how it can be applied to client portfolios. Our culture of intellectual curiosity compels us to challenge the status quo, disrupt long-held beliefs and uncover new insights. In 2018, we celebrated our 20th anniversary, which highlighted how far we had come as a firm, as well as the exciting journey that continues to lie ahead.
Journey So Far
Trust
Legacy of Committed Excellence
In your service for the last 25 years, served millions of happy customers
for all their investment needs.
25+
Years of Trust
2 Cr+
Registered Users
11000+
Authorised Person
4.4 Cr+
App Downloads
Our Leadership Team

Rajeev Rajan

Chief Technology Officer

Joe Binz

Chief Financial Officer

Erika Fisher

Chief Administrative Officer

Home. About The Company
CastleGate is a investment management technology
Get a deeper understanding of every product interaction, customer experience, process flow, or data pipeline. Instantly detect, analyze and act on every anomaly or opportunity before it’s too late.
Get a deeper understanding of every product interaction, customer experience, process flow, or data pipeline. Instantly detect, analyze and act on every anomaly or opportunity before it’s too late.
Gives you a competitive edge by empowering you with portfolio intelligence on your client’s portfolio. Our powerful visualization widgets can seamlessly integrate with the advisor and client portal, freeing up advisor time to focus on investment strategy
CastleGate Founder’s Background

Kaushal Trivedi

Founder & CEO

Kaushal Trivedi, started CastleGate back in 2007 as an investment management firm, comes with a mix of finance and tech background.
Since last two years, he has built a product platform for investment advisors that makes advisory operations transparent & algorithmic. The platform is called Wizzer. The platform provides total transparency into the investments being managed and cuts out many malpractices that cost clients commissions & portfolio risk.Prior to this Kaushal lead a NY based startups India team and built a product and was part of that journey untill a $10MM fund raise from VCs.
Between 2009 & 2015, he built his first SaaS startup funded by angel and VC round, in the investment bank & M&A space. It was an analytics product. In 2015 he was bought out by his investors. Academically he's an MBA in finance from NMIMS, CFA from AIMR and Financial Risk Manager from GARP UK. He and our team has cleared the necessary certifications required by SEBI - RIA I , II from NISM.
He worked with Citi as equity analyst, with CARE as Corporate Bond analyst and subsequently setoff on his own.

Investment Philosophy & Process
At the nexus of economics, behavioral finance, data and technology, AQR’s evolution over two decades has been a continuous exploration of what drives markets and how it can be applied to client portfolios. Our culture of intellectual curiosity compels us to challenge the status quo, disrupt long-held beliefs and uncover new insights. In 2018, we celebrated our 20th anniversary, which highlighted how far we had come as a firm, as well as the exciting journey that continues to lie ahead.
At the nexus of economics, behavioral finance, data and technology, AQR’s evolution over two decades has been a continuous exploration of what drives markets and how it can be applied to client portfolios. Our culture of intellectual curiosity compels us to challenge the status quo, disrupt long-held beliefs and uncover new insights. In 2018, we celebrated our 20th anniversary, which highlighted how far we had come as a firm, as well as the exciting journey that continues to lie ahead.
At the nexus of economics, behavioral finance, data and technology, AQR’s evolution over two decades has been a continuous exploration of what drives markets and how it can be applied to client portfolios. Our culture of intellectual curiosity compels us to challenge the status quo, disrupt long-held beliefs and uncover new insights. In 2018, we celebrated our 20th anniversary, which highlighted how far we had come as a firm, as well as the exciting journey that continues to lie ahead.
At the nexus of economics, behavioral finance, data and technology, AQR’s evolution over two decades has been a continuous exploration of what drives markets and how it can be applied to client portfolios. Our culture of intellectual curiosity compels us to challenge the status quo, disrupt long-held beliefs and uncover new insights. In 2018, we celebrated our 20th anniversary, which highlighted how far we had come as a firm, as well as the exciting journey that continues to lie ahead.
At the nexus of economics, behavioral finance, data and technology, AQR’s evolution over two decades has been a continuous exploration of what drives markets and how it can be applied to client portfolios. Our culture of intellectual curiosity compels us to challenge the status quo, disrupt long-held beliefs and uncover new insights. In 2018, we celebrated our 20th anniversary, which highlighted how far we had come as a firm, as well as the exciting journey that continues to lie ahead.
At the nexus of economics, behavioral finance, data and technology, AQR’s evolution over two decades has been a continuous exploration of what drives markets and how it can be applied to client portfolios. Our culture of intellectual curiosity compels us to challenge the status quo, disrupt long-held beliefs and uncover new insights. In 2018, we celebrated our 20th anniversary, which highlighted how far we had come as a firm, as well as the exciting journey that continues to lie ahead.
Journey So Far
Trust
Legacy of Committed Excellence
In your service for the last 25 years, served millions of happy customers
for all their investment needs.
25+
Years of Trust
2 Cr+
Registered Users
11000+
Authorised Person
4.4 Cr+
App Downloads
Our Leadership Team

Rajeev Rajan

Chief Technology Officer

Joe Binz

Chief Financial Officer

Erika Fisher

Chief Administrative Officer

Rajeev Rajan

Chief Technology Officer

Rajeev Rajan

Chief Technology Officer

Start your investment journey with CastleGate
At the nexus of economics, behavioral finance, data and technology, AQR’s evolution over two decades has been a continuous exploration of what drives markets and how it can be applied to client portfolios. Our culture of intellectual curiosity compels us to challenge the status quo, disrupt long-held beliefs and uncover new insights. In 2018, we celebrated our 20th anniversary, which highlighted how far we had come as a firm, as well as the exciting journey that continues to lie ahead.
Start your investment journey with CastleGate
At the nexus of economics, behavioral finance, data and technology, AQR’s evolution over two decades has been a continuous exploration of what drives markets and how it can be applied to client portfolios. Our culture of intellectual curiosity compels us to challenge the status quo, disrupt long-held beliefs and uncover new insights. In 2018, we celebrated our 20th anniversary, which highlighted how far we had come as a firm, as well as the exciting journey that continues to lie ahead.
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