Towards better equity investing

Flexicap and Emerging Business research

Combining fundamentals with technicals

Playing the cycles right

Timely calibration to market conditions

Tried & tested process in the Indian market

Dispelling investing myths

CHOOSE OFFERING

Our Investing Framework

null

Evaluate Industry segments

What to avoid
What to prefer
Articulate the why
Understand risk

Evaluate Industry segments

Market Size
Profit pools
Industry structure
Long term unit economics
Secular or cyclical sector

null

Choose where to be

Current market context
Market breadth analysis
Choose the right sectors
Shortlist potential opportunities

Choose where to be

Sector rotation
Relative strength
Medium term triggers
Competitive landscape
Qualitative inputs
Coverage Universe

null

Due Diligence & Deep dive

Bottom up business research
Peer benchmarking
Corporate Governance
Identifying risks

Due Diligence & Deep dive

Financial Analysis
Technical Stage Analysis
Earnings sustainability
Core/Tactical pick
80+ point checklist
Channel checks

null

Valuation & Allocation

What to buy
At what price
Position sizing
Risk management
Exit criteria

Valuation & allocation

Views on potential earnings
Reverse DCF assessment
Absolute & relative valuation
Relative ranking of ideas
Proactive rebalancing

What is on offer

  • Flexicap & small cap research

  • Detailed research reports

  • Quarterly earnings dashboard 

  • Monthly newsletter

READ MORE

Sign up for free content updates

Monthly newsletter & blog updates
Loading

Plans & Pricing

Flexicap Research

  • Minimum corpus INR 10 lakh
  • Flexicap Portfolio construct
  • ~20 stock portfolio
  • Research reports
  • Quarterly earnings summary
  • INR 20,000 + GST per year

Emerging Business Research

  • Minimum corpus INR 10 lakh
  • Small Cap heavy portfolio
  • ~25 stock portfolio
  • Research Reports
  • Quarterly earnings summary
  • INR 24,000 + GST per year

Smallcase Platform

  • Emerging Business Portfolio
  • Minimum corpus INR 5 lakh
  • Investment Horizon > 2 years
  • Access to Research Notes
  • INR 7500 + GST for 3 months

Quarterly Sector summaries

  • Coverage Universe of 125+ businesses
  • Earnings summary & outlook
  • Quarterly summaries of 10+ sectors
  • Qualitative insights from investor calls
  • INR 1250 + GST for 3 months
  • View Sample

Latest blog posts