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Equity Investment Advisory Services

At the School of Stock Market, we provide SEBI-registered Investment Advisory services designed to help you build a strong, well-structured equity portfolio. Our advisory approach is backed by rigorous fundamental research, market insights, and a data-driven investment framework.

SEBI registered Investment Advisor registration no. INA 000003809

Why Choose Our Equity Advisory?

SEBI-Registered Analysts

All our research and recommendations are provided by SEBI-registered Research Analysts, ensuring compliance and credibility.

Data-Driven Research

Our recommendations are backed by comprehensive fundamental analysis, technical indicators, and market data.

Timely Updates

Stay ahead with real-time market updates, earnings announcements, and timely investment alerts.

Expert Team

Benefit from the expertise of CFA-qualified professionals and experienced market analysts with years of industry experience.

Investment Strategies

Choose the perfect strategy that aligns with your investment goals and risk appetite

Most Popular

All-Rounder Strategy

Stable/Defensive Approach

Investor Profile:

Beginners, salaried individuals

Investment Range:

₹2 lakh to ₹1 crore

Portfolio:

8–12 large and mid-cap stocks

Rebalancing:

Monthly

Fee:

2.5% + GST on execution

Why It Works:
  • Passive capital preservation with equity growth
  • Transparent fee structure
  • No lock-in (3-year recommendation)
Recommended Best Value

ASCEND Strategy

Balanced Approach

Investor Profile:

Professionals, business owners

Investment Range:

₹25 lakh and above

Portfolio:

30–40 Large and Mid-Cap stocks

Rebalancing:

Fortnightly

AI-Powered:

15 years backtesting

Fee:

2.5% + GST on execution

Why It Works:
  • Structured diversification with active oversight
  • AI-supported asset rotation
High Growth

All Rounder Pro

Aggressive/High-Growth Strategy

Investor Profile:

Experienced investors

Investment Range:

₹5 lakh and above

Portfolio:

15–20 Large, Mid, Small Cap

Rebalancing:

Weekly (~every 10 days)

AI-Based:

5-year backtesting

Fee:

2.5% + GST on execution

Why It Works:
  • Targets alpha via dynamic concentrated bets
  • Ideal for volatility-tolerant investors

What We Offer

Comprehensive equity advisory services designed to help you make informed investment decisions

Personalized Portfolio Analysis

Comprehensive analysis of your existing equity portfolio with insights on diversification, risk exposure, and performance optimization.

  • Portfolio health check
  • Diversification review
  • Rebalancing suggestions

Personal Investment Advisory

Trailored Investment advice based on your risk profile and investment goals, and suitablity assessment

  • Personalized investment advice
  • Suitablity assessment
  • Risk profiling and asset allocation

Financial Planning

Holestic financial planning and wealth management services to help you achieve your financial goals and secure your future.

  • Emergency fund Planning
  • Insurance adequacy goals
  • Retirement Planning

Goal-Based Advisory

Goal-based advisory services to help you achieve your financial goals and secure your future.

  • Home loan & Car loan
  • Children's education & Marriage
  • Wealth creation

NRI Investment Advisory

NRI Investment Advisory services to help you achieve your financial goals and secure your future.

  • NRE/NRO investment planning
  • Tax-efficient investment strategies
  • India asset allocation

Market Research & Insights

Access comprehensive market research and actionable insights to stay informed about market trends and opportunities.

  • Regular market updates and analysis
  • Sector and industry research reports
  • Investment opportunity identification

Ready to Start Your Equity Investment Journey?

Get expert equity advisory services and make informed investment decisions. Connect with our team of Research Analysts today.

Get Started