Our services

The Core value report

This service is dedicated to the serious, long-term investor. We leverage our expertise in Technical and Fundamental Analysis (FA) to establish the true, intrinsic value of a company. We dive deep into financial statements, management quality, and industry trends to identify high-conviction, future-proof equities. Benefit: Move past market noise. Invest with the confidence that your portfolio is built on solid corporate financial health and verified fundamental worth. Focus: Wealth creation, compounding returns, and low-turnover portfolios.

Professional consultants

All of our consultants have specialist experience in the field.

5

34

In-house tools available

All of our consulting packages come with our in-house tools.

~150

Consultations made

Last year, our team was able to help over 100 clients.

Timing & Trades

This service is for clients seeking optimized entry and exit points in the market. Utilizing pure Technical Analysis (TA), we track price action, volume, and complex charting patterns. While this is not our core strength, we apply a high-level analytical filter to provide calculated, short-horizon trading strategies. Benefit: Capture immediate momentum. Receive actionable signals designed to optimize your trading capital and manage risk through timely stop-loss guidance. Focus: Swing trading, positional strategies, and risk-managed market exposure.

Hours

Due Diligence per Stock recommendations.

48-72

1000+

Trades

We've worked with clients from all walks of life.

16

Ongoing projects

We keep in touch with our clients and offer ongoing support.

IntegratedStrategy

This is our signature service—the powerful synergy of both FA and TA. We first identify a fundamentally sound security, then apply rigorous Technical Analysis to determine the absolute optimal entry price. This ensures you acquire great companies at great valuations.

Satisfaction

Conduct and Approach gives clarity of mind and provides immersive experience.

95%

45

Companies analyzed

Last year, we were able to deeply analyze nearly 50 companies.

100%

Clean Regulatory Record

Zero client complaints pending on scores portal since inception.

Be-Spoke Consulting

Our Bespoke Consulting offers HNI and family offices customized, SEBI-compliant due diligence and portfolio integrity checks. This service centers on the Triple-Filter Valuation Report, applying our full Macro, Industry, and Company analysis. A key step involves forensic scrutiny to independently verify management claims, ensuring recommendations are fact-based. The process concludes with an actionable realignment strategy and a private consultation with Yashdeep Kothari (CA, Forensic Audit), providing audited, risk-mitigated wealth structuring.

Portofolio Reviewed

We ensure each review yields an audited, risk-mitigated strategy, moving clients past speculation to validated wealth structuring.

100 +

200+

Consultationsmade

From presentations to materials and beyond.

23

Ongoing projects

Data changes, but our team stands by your side when you need us.

Contact us

Whether you have a request, a query, or want to work with us, use the form below to get in touch with our team.