In line with SEBI regulations, we do not provide any guidance about any minimum capital for investment. An investor needs to make this decision on their own or hire an investment advisor to do asset and capital allocation. As a thumb rule, cost of product subscription should not be more than 2.5% of the total investment amount.

Special Situation Strategy remains a market-cap agnostic research product where we will recommend stocks based on the event unfolding. The exact allocation to large/mid/small cap can move in a broad range at any given point of time.

Wealth Compounders Strategy focuses mainly on the mid or small cap segment. However, in case we find an attractive opportunity in a large cap, we won’t hesitate to include it. One can assume that 75-90% of the recommended stocks will be in mid & smallcap category with m-cap>1500 cr

We follow a bottom up approach for stock selection. The selection of the sector will derive from our scuttlebutt led investment strategy. However, as a risk mitigation measure we limit our recommendations to maximum 30% in a particular sector and/or sub-sector.

We will monitor the stocks regularly and update the recommendation (Buy, Hold, Sell) whenever our views about the stocks change. Since our time horizon is over 2-5 years for Wealth Compounders Strategy and we follow a stringent stock selection, it is unlikely that churn will be more than 10-15% on any rolling 12m basis. The time horizon for investment in Special Situations strategy is less and churn can be 20-25% on any rolling 12m basis.

The basic investment rationale remains the same for both products. At any point of time, 50-75% overlap can be seen in both strategies - on our website or on smallcase. Smallcase is a NAV based product where one has to invest in all stocks. On website, one can choose the stock as per Rating given.

However, given the technical limitations to play certain corporate events like Demerger & Amalgamation, we may not include such stocks over the full holding period in the Smallcase product. You can read our detailed blog here (opens in new tab)

The investors who have surplus capital to invest should ideally subscribe. Anyone with less than 6-12 months investment time horizon is ideally not suited to invest in our products. The invested capital should be chosen in a way that subscription cost is not more than 2.5% of the total capital invested.

During bear markets or corrections, recommended stocks may give negative or flat returns over a period of time. Any one who subscribes to the research products should understand the risks associated with equity investing before buying. We do not recommend buying stocks on leverage - either in derivatives or borrowed capital.

Apart from the stock initiation and exit reports, we give brief quarterly earnings update. We share our investment strategy every quarter with subscribers. We give scuttlebutt surveys, macro, regulatory & sector specific notes whenever required. We are active on our blog and across social media and our views are often quoted in Print, digital and media channels as well.

In line with SEBI regulations, we do not guarantee any returns over any time frame. Equity investing is risky (specially over shorter time frames of up to 3-6 months) and any one subscribing to our research product should understand these risks before making the payment.

In line with understanding of current SEBI regulations, we do NOT recommend stock allocation. We, however, use a percentile system. You can read more about it here (opens in new tab).

Under certain exceptional circumstances where we need more time to evaluate a particular stock specific situation, we can put the rating as “under review”. This will be used rarely.