How is this different from getting stock tips?

Tips are price-based without a fundamental thesis — they give you no framework for when to exit. Our advisory is thesis-driven: we tell you why we own the stock, what needs to be true for the thesis to play out, and precisely what would change our view. You can make informed decisions, not just follow signals.

What is the minimum portfolio size for direct equity advisory?

We typically work with equity portfolios of ₹25 lakhs or above. Below this level, the diversification benefits of 15–20 stocks cannot be achieved without impractically small position sizes. Smaller portfolios are better served by mutual funds.

Do you offer F&O (derivatives) advisory?

No. Our equity advisory is focused on long-only equity positions in the cash market. Derivatives are highly leveraged instruments inappropriate for wealth-building portfolios, and we do not provide F&O recommendations.

WEALTH MANAGEMENT

Direct Equities

High-conviction positions across structural growth themes — pricing-power businesses with strong capital allocation records, asymmetric deep-value situations, and select compounders with 5+ year holding discipline. Each recommendation backed by a written investment thesis.

Thesis-Led

Every Recommendation

Quarterly

Earnings Review Cycle

Real-Time

Portfolio Alerts

OVERVIEW

Conviction-Led Equity Advisory

For investors who prefer to own shares directly rather than through a fund structure, our equity advisory service provides institutional-quality research translated into actionable buy, hold, and sell recommendations. Direct equity participation allows greater transparency, precise tax management, and the potential for returns that outperform actively-managed funds over long periods.

Our coverage focuses on high-conviction positions across structural growth themes — pricing-power businesses with strong capital allocation records, deep-value situations where market dislocation creates asymmetric entry, and select compounders where a 5+ year holding horizon allows the thesis to fully compound. We do not speculate on short-term price movements; our typical holding period is 2–4 years, with position sizes capped at 8–10% of the equity allocation to manage concentration risk.

Each recommendation is accompanied by a written thesis covering the business model, competitive positioning, key risk factors, and the conditions that would trigger an exit. Clients receive real-time alerts on portfolio-relevant events — earnings results, management changes, regulatory developments — with a clear recommendation to hold or act.

WHAT'S INCLUDED

Key Features

Structural Growth Themes

High-conviction positions in pricing-power businesses across sectors with durable earnings visibility — selected on capital allocation discipline, competitive moat, and management track record over full business cycles.

Asymmetric Opportunities

Deep-value situations where market dislocation — sector rotation, event-driven selling, or temporary earnings pressure — creates entry points with asymmetric risk-reward profiles. 3–5 positions per portfolio where the thesis is well-established but the market has not yet re-rated.

Real-Time Alerts

Instant WhatsApp and email alerts on earnings results, analyst rating changes, and macro events that affect your holdings — with a clear action recommendation within hours.

Written Research Notes

Every buy recommendation comes with a 2–3 page research note covering the investment thesis, financial model, key risks, and target price with time horizon.

Quarterly Portfolio Review

Full earnings-season review after each quarterly results cycle — assessing whether the thesis remains intact, managing position sizes, and incorporating new opportunities.

Concentration Risk Management

No single stock exceeds 8–10% of the equity portfolio. Sector concentration is monitored against index weights. For HNI clients with large existing single-stock exposures, we design systematic reduction strategies that manage tax efficiency alongside position risk.

PARTNERS

OUR PROCESS

How We Work

A clear, structured approach from your first consultation to ongoing support.

Portfolio Goal Setting

We align the equity strategy to your specific return target, holding period, risk tolerance, and tax situation (e.g., preference for long-term capital gains treatment).

Initial Portfolio Construction

We build or restructure your equity portfolio around 15–25 high-conviction names — rationalising existing holdings that do not meet our current criteria.

Ongoing Coverage & Alerts

Every holding is monitored in real time. You receive alerts within hours of any material development with a clear hold or act recommendation.

Quarterly Review & Rebalancing

Post-earnings season review covering each position's thesis evolution, financial performance versus expectations, and any changes to buy/hold/sell stance.