Valuationary

Valuationary, operating under the brand Upsurge.club, is an EdTech platform focused on enhancing financial literacy in India. It was founded in 2020 by Pratik Bajaj, Kunal Shah, and Mahip Gupta and is headquartered in Mumbai. The company originated in Surat and secured $100K in a seed funding round in May 2021, led by investors including Marwari Catalysts, IVY Growth Associates, and 1point6.vc. In April 2022, Valuationary was acquired by Raise Financial Services in a cash and stock deal, subsequently relocating its 15-member team to Raise's Mumbai headquarters while continuing to operate as a subsidiary led by its original founders.

The firm's business model centers on providing accessible financial education to a broad audience, particularly late millennials and early Gen Z. Revenue is generated through the sale of online courses, live mentorship programs, and a premium subscription service, Upsurge.club PRO. The platform aims to simplify complex financial topics through engaging and interactive content. This is achieved by offering a variety of educational products, including self-paced courses, live webinars, and bite-sized content covering topics like stock market basics, technical analysis, options trading, and financial modeling. Courses are available in multiple languages, including Hindi and English, to cater to a diverse user base.

Valuationary's core service, now delivered through Upsurge.club, is an online learning platform designed to empower individuals with financial knowledge. Its offerings include over 150 courses, live mentorship, and webinars designed by industry experts. The platform focuses on practical skills for trading and investing, with courses on swing trading, scalping, options strategies, and technical analysis. A key feature is its emphasis on community and engagement, operating as a club for finance enthusiasts to learn and connect. The company reports high engagement, with over 500,000 hours of content viewed and a course completion rate of over 75%, attributed to features like gamified quizzes and practical, bite-sized lessons.

Keywords: financial education, EdTech, stock market courses, online learning, financial literacy, investment education, trading courses, options trading, technical analysis, financial modeling, wealth management education, Upsurge.club, Raise Financial Services, Pratik Bajaj, Kunal Shah, Mahip Gupta, Indian startup, finance for millennials, online mentorship, stock market investing