Akshita Baheti

Start-up Investments, M&A and Partnerships @Kotak Neo | Kotak Young Leaders Council (KYLC) - 2025

📍 India🔄 Updated September 2026💼 9 investments📅 5 years investing🗓 Last invested Jan 2025
VC🌍 India
9
Total investments
4
Early stage
1
Mid stage
2
Late stage
5y
Years active

Portfolio

8 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Investor
Mar 2024
We empower enterprises with Answers On Smart & Safe Growth powered by external intelligence. We envision a future where consumers experience exceptionally personalised services from across enterprises; be it banks, retail chains, insurance companies or others. We foresee a world meticulously crafted around consumers desires and necessities, empowering businesses to deliver unparalleled service quality that precisely meets individual needs. Discover your Answers On Smart & Safe Growth with us, today!
Board Observer
Dec 2022
About Us - BankSathi is a modern digital platform helping financial advisors establish an online presence and sell financial products effortlessly. We offer 100+ financial products from top brands, making it easy for customers to compare and buy the best services. Our journey began in January 2020 with Jitendra Dhaka, aiming to empower users financially. We provide an opportunity for anyone, including retired bankers, insurance agents, or financial analysts, to become a financial advisor. Our goal is to increase the reach of financial products with the help of our advisors. We have more than 20 Lakh+ advisors across 98% of the pincodes in India, serving over 60 lakhs+ customers who were previously underserved. We offer comprehensive training to our advisors led by financial experts. Our mission is to be the largest distributor of financial products by 2025. Join us in reshaping the Indian Fintech model with Digital Bharat. Were hiring! 💪
Investor
Sep 2022
FundExpert by Kotak is a comprehensive online wealth-management platform designed to simplify your clients investment journey. As an AMFI-registered financial distributor, we offer a wide range of financial products, including mutual funds, equity, insurance, and more. Our user-friendly platform provides a holistic view of your clients multi-asset portfolios, enabling you to make informed decisions. With features like zero paperwork, secure transactions, and expert guidance, we empower you to build a strong financial future together. Download the FundExpert Premium app for an effortless experience.
Board Observer
May 2022
Worlds 1st Spendvesting app, Spendvesting? Yes, it is a homegrown category that multipl has pioneered, where you pay the lowest for your lifestyle spends by auto-investing monthly 💰Invest for spending - Travel, Gadgets, Home, Insurance Premiums, Shopping, Anniversary Gifting, Appliances, Fitness, etc. 👉 For the very first time, globally, multipl brings to you the smartest way to plan and pay for upcoming purchases, that is by investing for them with multipl’s incredible model of dual benefits, i.e. gain investment returns + brand contribution on every spend. 🤝Our Investors: Blume Ventures, GrowX Ventures, Kotak Securities, IIFL Securities, Kunal Shah, YourStory Media, and other angel investors. 👉3 simple steps to maximise your benefits on every spend: 1️⃣Make a goal. Start investing. 2️⃣Earn investment returns + Brand contribution 3️⃣Always win by paying lesser and earning rewards 🤝150+ Brand Partners for lifestyle goals and rewards: MakeMyTrip, Flipkart, Caratlane, Myntra, Kalyan Jewellers, PickYourTrail, Pepperfry, HomeCapital, Livspace, FirstCry, Maple, UltraHuman, Bluestone, Amazon, 👉When it comes to advisory, Multipl Wealth Management is a SEBI Registered Investment Adviser that ensures Risk-adjusted Returns with Automatic Personalised Investments by: •Selecting the best investment portfolio for you from a list of 1500+ funds •Zero commission, Zero promotion, Zero confusion •Rebalancing portfolios as per market fluctuations ➡️We are transforming how Gen X, Y and Z Indians save, invest and spend. We are creating the #MultiplMovement. ➡️ multipl, a first-of-its-kind app not just in India but across the world - is built by a team of passionate engineers, designers, marketers and finance experts (most of us have been working together for more than a decade now), working from Jammu to Tuticorin. 📧For any help or query, write to us at support@multipl.xyz
Investor
Jan 2022
TradeGyani is Indias first networking community that gives you access to registered investment advisers and allows your to leverage your social connection’s knowledge and market insights to make informed investment decision. Our vision is to put the reigns of you financial destiny firmly in your hands and make it cost effective, interactive and informative along the way.
Board Observer
Dec 2021
An initiative by IIM Alumni to change the way Indians perceive finance, business and capital market and revolutionize it through AI and ML!
Board Observer
Aug 2021
Empowering active investors with cutting edge stock analytics to take control of their financial journey with #NewAgeStockEdge. A unique platform focused on research and analytics, StockEdge provides all the essential tools for Fundamental, Technical, and Derivatives Research in an intuitive, easy-to-use framework. Our mission is to simplify self-research for individual investors, helping them make smarter, data-driven decisions in the stock market. #InvestSmart #StockEdge
Board Observer
Aug 2021
Elearnmarkets is an online portal which is created to spread financial market knowledge amongst students, investors and traders alike. The unique pedagogy adopted on ELM involves live interactive sessions, recorded tutorials, downloadable ebooks & worksheets, automated interactive learning tools, live market simulators, community learning and much more.
Experience · 12 entries
All (12)
Investments (9)
Board (5)
2025
Investor
Jan 2025
VuNets Business-Centric Observability platform, vuSmartMaps seamlessly links IT performance to business metrics and business journey performance. It empowers SRE and IT Ops teams to improve service success rates and transaction response times, while simultaneously providing business teams with critical, real-time insights. VuNet’s Observability platform today handles over 20 billion transactions worth $900 Billion for leading banks and financial institutions. The company is Series A funded, part of NASSCOM DeepTech Club, awarded NASSCOM’s AI Gamechanger, recognized in Forbes DGEMS 200 and by several global analysts including Gartner, Omdia etc..
2024
Associate Vice President - Investments & Partnerships
May 2024
Kotak Securities is one of the oldest and trusted equity brokerages in India, established in 1994. As a subsidiary of Kotak Mahindra Bank Ltd., we provide our customers with opportunities in the capital markets, smart technology, and useful insights to make successful investments. Our dedicated in-house research division publishes various sector and company-specific studies that offer analysis of stocks, helping investors to make informed decisions. As a growing firm, we constantly strive to innovate our technology platforms and give the best of services which include the following: 1) Trade Free Youth for under 30 years encourages youth to get a better hand in the market by saving brokerage across all segments. 2) On the other end, for people above 30 years, our Trade Free Plan gives additional benefits on trading like saving brokerage on certain segments. Know more about the plan - https://bit.ly/TradeFreeWithKotakSec For more details visit us at www.kotaksecurities.com Disclaimer: http://bit.ly/29QEqJf
Investor
Mar 2024
We empower enterprises with Answers On Smart & Safe Growth powered by external intelligence. We envision a future where consumers experience exceptionally personalised services from across enterprises; be it banks, retail chains, insurance companies or others. We foresee a world meticulously crafted around consumers desires and necessities, empowering businesses to deliver unparalleled service quality that precisely meets individual needs. Discover your Answers On Smart & Safe Growth with us, today!
2022
Board Observer
Dec 2022
About Us - BankSathi is a modern digital platform helping financial advisors establish an online presence and sell financial products effortlessly. We offer 100+ financial products from top brands, making it easy for customers to compare and buy the best services. Our journey began in January 2020 with Jitendra Dhaka, aiming to empower users financially. We provide an opportunity for anyone, including retired bankers, insurance agents, or financial analysts, to become a financial advisor. Our goal is to increase the reach of financial products with the help of our advisors. We have more than 20 Lakh+ advisors across 98% of the pincodes in India, serving over 60 lakhs+ customers who were previously underserved. We offer comprehensive training to our advisors led by financial experts. Our mission is to be the largest distributor of financial products by 2025. Join us in reshaping the Indian Fintech model with Digital Bharat. Were hiring! 💪
Investor
Sep 2022
FundExpert by Kotak is a comprehensive online wealth-management platform designed to simplify your clients investment journey. As an AMFI-registered financial distributor, we offer a wide range of financial products, including mutual funds, equity, insurance, and more. Our user-friendly platform provides a holistic view of your clients multi-asset portfolios, enabling you to make informed decisions. With features like zero paperwork, secure transactions, and expert guidance, we empower you to build a strong financial future together. Download the FundExpert Premium app for an effortless experience.
Show all 12 entries ↓
Investment activity
2021–2025 · 9 investments
20213202242024120251
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