3
Proprietary Frameworks
10+
Years Refined
35–50%
Target Returns (Framework 1)
NISM
Research Analyst Certified
INVESTMENT FRAMEWORKS

Three Approaches. One Discipline.

Each framework is designed for a specific market opportunity — from deep-value micro-caps to high-conviction thematic bets. All share the same foundation: rigorous research, disciplined risk management, and a long-term mindset.

01
Micro-Cap Deep Value
Buying under-researched, high-quality businesses before institutional discovery.

This framework targets small, under-researched businesses with strong fundamentals — high Return on Capital Employed (ROCE), low debt, and scalable niche moats — that are yet to appear on institutional investors' radar. The objective is to enter before the crowd and exit after the re-rating.

Investment Horizon
3 – 5 Years
Target Return
35 – 50%+
Methodology: Fundamental screening for low debt, high free cash flow, scalable niche moats, and strong management track record — before institutional discovery.
02
Special Situations
Exploiting mispricing caused by corporate actions before the market corrects.

Corporate events — demergers, spin-offs, restructurings, open offers, and NCLT proceedings — create temporary information asymmetry and mispricing. This framework systematically identifies and exploits these windows before the broader market recognises the true value being unlocked.

Investment Horizon
1 – 3 Years
Target Return
30 – 40%+
Methodology: Tracking NCLT orders, scheme of arrangements, holding company discounts, and post-demerger re-rating opportunities with a clear catalyst timeline.
03
Concentrated Thematic
High-conviction allocation in sectors with massive, multi-decade secular tailwinds.

Rather than diversifying into mediocrity, this framework builds a focused portfolio of 5 to 8 high-conviction positions in sectors experiencing powerful structural megatrends — where market size, policy tailwinds, and business quality combine to deliver compounding returns over years and decades.

Investment Horizon
5 – 10 Years
Target Return
25 – 35%+
Methodology: Identifying structural megatrends, selecting the best-positioned businesses within them, and maintaining conviction through volatility with disciplined position sizing.
INVESTMENT PHILOSOPHY

The Principles Behind Every Decision.

Before any framework is applied, these core principles govern every investment decision. They are not rules imposed from outside — they are lessons earned from real markets, over real years.

My approach is best described as GARP — Growth at a Reasonable Price. I seek businesses that offer above-market growth potential at valuations that provide an adequate margin of safety. This lens is applied across all three frameworks, ensuring that neither growth nor value is sacrificed in isolation.
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Research First
Every position is preceded by deep fundamental and technical analysis. No shortcuts. No tips. No rumours.
🛡️
Capital Preservation
Protecting capital is the primary objective. Returns are a consequence of not losing — not the other way around.
Patience as an Edge
The best returns come from holding great businesses through volatility. Impatience is the market's biggest tax.
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Disciplined Sizing
Position sizing is as important as stock selection. Maximum 2% capital at risk per position, without exception.
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Systems Over Emotions
Algorithmic systems remove emotional bias from execution. Strategy is human; execution is systematic.
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Global Context
Indian markets do not operate in isolation. FII flows, US Fed, DXY, and crude are always part of the analysis.
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⚠ DISCLAIMER: All frameworks and approaches described are for educational and informational purposes only. Nothing constitutes financial advice or investment recommendations. I am NOT SEBI Registered. Target returns are illustrative and not guaranteed. Always conduct your own research before investing.