Independent stock market research
Trust the Process,
Respect the Timing
Research-backed guidance to help you invest with clarity, discipline, and a plan built around your goals — not market noise.
Why choose me
Data-driven research
Every recommendation is backed by fundamentals and structured analysis, not speculation.
Transparent process
You'll always know the reasoning behind a call — no jargon, no hidden agenda.
Personalized guidance
Your goals and risk appetite shape the strategy, not a one-size-fits-all product.
Experienced perspective
Years of tracking markets across cycles inform every research report.
Services overview
A focused set of services designed around how people actually build and protect wealth.
Wealth creation
Long-term equity strategies aligned with your financial goals.
Portfolio review
An honest audit of your current holdings and what to change.
Goal-based investing
Investment plans mapped directly to specific life goals.
SIP planning
Disciplined, systematic investing built for consistency.
Retirement planning
Building the corpus and glide path for a comfortable retirement.
Child future planning
Structured investing toward education and future milestones.
Investment process
Discovery
Understand your goals, timeline, and risk appetite.
Analysis
Research the right opportunities using fundamentals and data.
Recommendation
A clear, explained plan — not just a list of stocks.
Review
Ongoing check-ins to keep the plan aligned with your goals.
Our approach to performance
[Edit this section with a qualitative description of your track record and approach — as a SEBI registered professional, be mindful of restrictions around displaying specific past returns. Consult current SEBI guidelines before publishing performance claims here.]
Happy clients
"Thanks for Poonawala Fincorp ! "
— Roshan
"Thank you for converting my portfolio from Lakhs to Crores"
— Rushikesh
"My portfolio has never been red even in this market dip. Thank you for suggesting solid stocks and making them grow."
— Sunil
Frequently asked questions
What kind of stock research do you provide?
Independent, data-driven research on Indian equities — covering fundamental analysis, sector trends, and long-term investment opportunities tailored to your financial goals.
Do you manage my money directly?
No. I provide research and guidance to help you make informed decisions. You retain full control over your investments and execution at all times.
Is the free consultation really free, with no obligation?
Yes. The first consultation is complimentary and designed to understand your goals — there's no obligation to continue afterward.
How is your research different from free tips on social media?
My research follows a structured, repeatable process grounded in fundamentals and risk assessment — not short-term calls chasing quick reactions.
Who is this service best suited for?
Investors who want a disciplined, long-term approach — whether you're starting out, reviewing an existing portfolio, or planning for a specific goal.
How do I get started?
Book a free consultation through the form on the About page, or message me directly on WhatsApp.
Let's talk about your goals
Book a free consultation or reach out directly on WhatsApp.