Our Investing Framework
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
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
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
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
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Flexicap & small cap research
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Detailed research reports
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Quarterly earnings dashboard
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Monthly newsletter
Sign up for free content updates
Monthly newsletter & blog updates
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
- Suitable for busy professionals
- Easy execution
- Both offerings available
- Consistent pricing
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Investment Research
Congruence Advisers provides detailed business research, industry analysis, valuation studies, portfolio management insights and long-term investment frameworks to help investors make informed decisions.
Business Analysis
The platform evaluates businesses through industry structure, competitive advantages, management quality, financial performance, capital allocation, valuation and long-term growth opportunities.
Portfolio Construction
The investment framework focuses on business quality, diversification, valuation discipline, downside protection and long-term wealth creation through fundamentally strong companies.
Research Methodology
Every research report combines annual reports, investor presentations, management commentary, financial statements, industry analysis and competitive positioning to develop an investment thesis.
Investor Education
Educational resources explain investing concepts, business analysis, financial statements, valuation techniques, industry dynamics and portfolio management using practical examples.