How a recommendation earns its place.
A transparent, repeatable process — so subscribers understand not just what is recommended, but why.
1. Idea sourcing
Ideas emerge from quantitative screens, sector tracking, management quality filters, and bottom-up channel checks. The funnel is deliberately narrow; very few ideas survive to publication.
2. Fundamental analysis
- Business model durability and competitive moat assessment.
- Five-year financial reconstruction with quality-of-earnings checks.
- Management track record, capital allocation, and governance review.
- Industry positioning, sector tailwinds, and regulatory context.
3. Valuation framework
Multiple lenses — DCF, relative multiples, sum-of-parts where applicable — used to triangulate a fair value band. Margin of safety is required, not optional.
4. Risk envelope
Each recommendation states an entry range, a stop loss, target(s), a time horizon, and a conviction level. Position sizing guidance is provided where relevant.
5. Monitoring & exit
Every open recommendation is reviewed at defined cadences and on material news. Exit alerts are communicated promptly via email and the subscriber dashboard, with reasoning.
6. Documentation
Every recommendation and its lifecycle is logged in an immutable, timestamped record — available for SEBI audit and subscriber review at any time.