Our story
BracketWise exists because generic investment content ignores the single biggest drag on returns for high-income Indians — taxes. We built the research platform we wished existed.
Why BracketWise exists
"I kept seeing great investment ideas that made no sense for my tax bracket. A stock with 25% gross return, held for 8 months, costs 20% STCG. That's not a great investment anymore — it's barely beating a debt fund. Nobody was building research that accounted for this."
— Founder, BracketWise · Bengaluru
The problem we solve
At the 30% income tax bracket, the difference between a 12-month hold (LTCG at 12.5%) and an 11-month hold (STCG at 20%) on ₹10 lakh of gains is ₹75,000. Every year. On gains you actually earned.
Most investment research is written for institutional investors who operate in a completely different tax world. The institutional analyst issuing a research rating on HDFCBANK pays no STCG — their fund is structured differently. You do.
BracketWise is built for individual investors in the 30% tax slab who want research that accounts for the reality of their tax situation — not research written as if taxes don't exist.
How we think
We share what our research observes — not how we arrive there. Our factor model, weights, and thresholds are proprietary. What you receive is the signal, not the machinery behind it.
Every research observation is logged with a date and reviewed publicly at the outcome horizon. We report what we got right and what we missed. A track record built in public is the only kind worth trusting.
Every signal is evaluated for after-tax return, not gross return. A 22% return held 12+ months beats a 25% return held 8 months at the 30% bracket. We never forget this.
The journey
BracketWise started as a private AI agent built for one portfolio — the founder's own. The goal was simple: automate the daily research workflow that was being done manually every morning before markets opened.
After building factor screening, macro intelligence, tax calendar alerts, and a self-improving model — the question became obvious: why keep this private? Every 30% bracket investor in India has the same problem. The platform became a product.
Factor screener, macro intelligence, Telegram morning briefing — all running privately for one portfolio.
Platform goes public. Track record clock starts. First weekly brief published. Signal log begins.
Different tax slabs, different research filters. Launching after the 30% edition builds its track record.
Upload your portfolio, get research filtered for your exact holdings, tax position, and ESOP situation.
Legal clarity
What BracketWise IS
What BracketWise is NOT
All content on BracketWise is AI-generated market research for informational and educational purposes only. Nothing constitutes investment advice or a recommendation to transact in any security. All investment decisions are your sole responsibility. Consult a SEBI-registered investment adviser for personalised advice. SEBI Helpline: 1800 266 7575 | sebi.gov.in
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