Business Plan

Kuebito Technologies Pvt. Ltd

Introduction

Stockizen is an offering from Kuebito Technologies Private Limited.

Stockizen (http://www.stockizen.com) is a real-time, fully technology driven financial decision support system; currently supporting Indian stock markets and primarily meant for retail traders and investors but, scalable across geographies and to commodities and currency markets. Considering the other means available today, there is a huge need for a neutral, emotion-free, easily accessible and discipline oriented advice. Analysis of hundreds of companies, scalable to thousands, advice not-influenced by personal interests and sophisticated technology gives an upper hand to Stockizen over the competitors. Kuebito Technologies (http://www.kuebito.com), is a software solution, consulting and a product incubator company; primarily focussing on intelligent software solutions. An in-house built FIKS framework forms an integral part of our intelligent solutions.

Kuebito Technologies was founded in March-2011 by Aniket Dalal and Harsh Mohta; and is based out of Pune(India) Contact Details: Harsh Mohta Co-Founder & CEO. Mobile : (+91) 9881461084 Email : harsh.mohta@kuebito.com

Kuebito Technologies Pvt. Ltd

Vision and Mission

Vision Be a leader in the eyes of our customers, shareholders and people; a leader, driven by Integrity, Innovation & Passion

Mission To leverage advanced technologies to generate business insights To enrich the investment advisory service, by bringing in more transparency, access and value to the retail investors

Kuebito Technologies Pvt. Ltd

Management Team
Harsh Mohta, Co-Founder & CEO B.E. Computers, Pune 12 years of experience in engineering & managing projects, programs and accounts around Retail, Logistics and Finance domain and sub-domains Brings in-depth expertise around managing web-based solutions , products development, systems integration projects across vast technology spectrum in these domains

Aniket Dalal, Co-Founder & CTO M.Tech. Comp Sci and Engineering, IIT Mumbai Comes with 8+ yrs of experience in engineering & architecting complex tech. solutions Brings in-depth expertise and competency around machine learning, data aggregation & mining, distributed computing, NLP, semantic web

Kuebito Technologies Pvt. Ltd

Market Environment
Industry Challenges Lack of accessibility to sound, neutral, emotion-free and verifiable financial advice and decision support system for retail participants Need for encouraging disciplined trading Lack of focused communication & collaboration Scalability of an advisory platform across geographies and markets Market Potential 19.9 million demat accounts in India with 1380* million trades p.a, a market size of 190 billion p.a. 48 million trading accounts and 5000 million trades annually in the 5 global markets identified for the first phase; a market size of 688 billion p.a. The total market size is approximately 11256 million trades In terms of number of equity derivatives traded in 2011, NSE India was the third largest in the world, with 1221 million contracts; a 37.1% growth over 2010* In 2011, Value per trade at NSE India was approximately USD 425 *

Retail Traders Individual Analysts Financial Markets Retail Investors

Media Investme nt Banks & Mutual Funds

Brokers

*Source : NSDL, CDSL, WFE, SEBI.

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Market Environment Continued

Our Solution Approach Intelligent technology driven decision support system Inbuilt risk management, verification and trading discipline oriented features Support for Social Media features Scalable SaaS based platform for different markets Multi-pronged sales and marketing

Critical Success Factors

Sound, neutral and verifiable advice No influence of human emotions and interests on advice Scalability of an advisory platform across geographies and markets Reaching Target Market

Kuebito Technologies Pvt. Ltd

Key Value Proposition

Proven outcomes through data around millions of trades to beat the index by a huge margin.
300 250 200 150 100 50 0

Any new geographical market penetration within 3 weeks of identification. Unique fully technology driven platform (Patent Pending) to overcome limitations of possible human errors and overheads

Stockizen NIFTY

Multi-Channel Support Web, Mobile

` 1 invested on 2nd Jan 2006 could have become ` 268 in March 2012, a CAGR of 190% ,

User Friendly Portal and mobile application

Kuebito Technologies Pvt. Ltd

Product Services Roadmap

Released Real-time Picks and answers to queries Verification Engine Accommodation of intraday fluctuations Real-time monitor Email, SMS

By Dec 2012

2013 Portfolio Management Services Collaboration Platform 2nd Market Long Term Impact Information Processor (LTIIP)

Beyond Other international markets Algorithmic Trading

Pricing plans Mobile Application Customized Risk Management Direct Derivatives Commodities 2nd Exchange PPASEC Model

Trader Focus

Investor Focus

Reach Expansion

Stockizen is available at: http://www.stockizen.com.

Kuebito Technologies Pvt. Ltd

Competition
Individual Brokers analysts

Factors Emotion free Coverage High frequency advisory updates Unit based pricing with very low upfront cost

Stockizen

Publications

Consistency in Returns
Easily Verifiable Neutral 100% technology driven Proven by millions of trades Discipline oriented features Gives what you ask for? Advice failure credit

Kuebito Technologies Pvt. Ltd

Business Model

Retail traders/investors Unit based value added pricing(Unit: Query, Recommendation), subscription plans, PMS Advertisements Per unit (click, banner) Pricing Model

Brokerage Houses Partner with brokerage houses to offer value added plans to the Stockizen users. Per customer referral fee & Revenue Sharing Stockizen Revenue Model

Media and Communication firms Customer Acquisition through co-branding and revenue through subscription sharing

Kuebito Technologies Pvt. Ltd

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Sales & Marketing Strategy

Sales Strategy Trial offers Initial 2 week trial offers Verification Engine Stockizen has a facility where a user can move it back in time and verify, how it would have performed. It is available on the portal under Blast From the Past section Follow up Follow up through email and/or phone call Stock market training sessions For the registered users and others

Marketing Strategy Advertising To use online advertising platform like Google AdWords Ads in one or more of Economic Times, Business Standard or Business Line Referral Programs Referral programs with immediately usable referral benefits. Online Games (WIP) Collaboration Platform (a network; WIP) Conferences Attend and participate in investors meet and conferences Email promotions & Surveys

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Financials
Projected Revenues($)
FY2013 FY2014 $3,48,585 $5,226 $14,939 $14,158 $3,82,909 FY2015 $27,86,934 $41,695 $2,90,479 $4,26,087 $35,45,196

1
2 3
4

Micro-subscriptions
Advertising B2B PMS Total

$3,666 $55 $101 $462 $4,285

Key Considerations Breakeven in Q1-FY2015(AprJune2014) The historic averages of trades/user/month on the exchanges will be maintained or improve B2B deal with a brokerage house at advanced stages of talks Merger, acquisition or an IPO could be the exit points for the investors. By 2016, Stockizen itself should be in a position to buyback with a very good ROI to investors

Projected Revenues(`)
FY2013 FY2014 FY2015

1
2 3 4

Micro-subscriptions
Advertising B2B PMS Total

2,01,646
3,025 5,573 25,421 2,35,665

1,91,72,162 15,32,81,394
2,87,456 8,21,662 7,78,688 22,93,229 1,59,76,352 2,34,34,787

2,10,59,968 19,49,85,763

Stockizen is at a pre-revenue stage and has gained a good market traction with 303 users and 24503 queries answered till 11th August 2012
*Financial Year (FY) : April To March. 1$ = 55`

Kuebito Technologies Pvt. Ltd

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Planned Investments
Planned Investments ($)
FY2013 1 2 3 4 Human Capital Capex Opex Marketing Total $39,160 $21,780 $45,004 $8,700 $1,14,644 FY2014 $1,77,996 $18,750 $57,671 $80,000 $3,34,417 FY2015 $2,38,920 $3,712 $64,222 $1,03,200 $4,10,054

Planned Investments (`)

FY2013 1 2 3 4 Human Capital Capex Opex Marketing Total 21,53,800 11,97,906 24,75,198 4,78,500 63,05,404 FY2014 97,89,795 10,31,223 31,71,894 44,00,000 1,83,92,912 FY2015 1,31,40,600 2,04,160 35,32,188 56,76,000 2,25,52,948

The founders have invested around 10,30,000 ($18800) and 5300 hours till July 2012.The company is seeking an equity investment of $2,31,000( 1,27,00,000).

Kuebito Technologies Pvt. Ltd

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Risks, Mitigation, Entry Barriers

Customer Acquisition Rate and User Engagement
Well defined marketing plan covering social and conventional media

Portal encouraging Word of Mouth publicity and collaboration PPASEC Model ,Games Sales Growth
Minimum barrier for entry

Various plans to suit different needs

Data and Portal Availability Contracts with Data Providers with SLAs Sophisticated Infrastructure design and deployment with redundancy and monitoring to support availability and scalability Entry Barriers Unique platform with years of research. Domain and technology intensive solution More than 192000 lines of code with 12200 hours of efforts

Kuebito Technologies Pvt. Ltd

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Thank You!

The Stockizen team will be more than glad to answer any queries you may have. You can reach us at harsh.mohta@kuebito.com or (+91)9881461084

Kuebito Technologies Pvt. Ltd

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