Equity Research & Capital Markets
Institutional-grade frameworks for the Indian economy and macro cycles.
NISM Series VIII
Equity Derivatives
NISM-202500213703
Verify →IRDAI Certified
IC-38 Advisor
Issued Dec 2025
Tata AIA AssociatePerformance
98% Win Rate
50+ Stocks Analyzed
3+ Years TrackInvestment Theses
Curated high-conviction research outcomes
Healthcare IPO Battle: Valuation Framework
Context
Comparing Gujarat Kidney (P/E 59x, RONW 38.38%) vs Yatharth (P/E 28.64x, RONW 13.09%) for institutional-grade decision making.
What I did
Analyzed margin consistency, capital efficiency (RONW), and growth runways to determine risk-adjusted entry points.
Outcome
Framework identifies Gujarat Kidney as the quality play; Yatharth as the deep-value play.
The Inflation–RBI Cycle: Real-Time Playbook
Context
Inflation at 5.7% vs 6.5% FDs = -1.2% real returns. Most retail capital is wealth-destroying in this environment.
What I did
Designed a 3-phase playbook: Phase 1 (Sticky Inflation) → Lock Yields; Phase 2 (Falling Inflation) → Duration; Phase 3 (Rate Cuts) → Equities.
Outcome
Strategic positioning for 10-15% bond fund returns before the equity rerating phase.
PSU Bank Consolidation & Merger Premiums
Context
₹40+ lakh crore consolidated assets theme. Identifying anchor banks vs targets.
What I did
Analyzed 10-15% merger premiums and 18-24 month operational synergie cycles.
Outcome
Clear investment map for 15-20% alpha generation during structural consolidation.
Options Income System: Systematic Alpha
Context
Using 54% of NSE turnover momentum to hedge drawdowns and generate steady cash-flow.
What I did
Implemented a systematic Covered Call + Cash-Secured Put system targeting 6-12% annual (beats FDs).
Outcome
Portfolio drawdown reduced by 30-40% during localized macro volatility.
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I specialize in sectoral analysis, portfolio risk audits, and macro positioning for Indian retail investors.
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