Skin-in-the-game: I’m among the few analysts/advisors who truly have skin in the game. I exclusively recommend stocks in which I have personally invested or plan to invest alongside you.

Learn more about my investment philosophy and research approach.

For our pricing to be justified, your investable corpus should be Rs. 10 Lakhs per year or Rs. 1 Lakh per month.

According to SEBI’s guidance, no registered entity is permitted to promise guaranteed returns. Investing in equities/stocks carries risks, and returns cannot be guaranteed.

Over time, stocks (ownership in business) have proven to be the best way to build wealth. India is among the fastest growing large economies, offering a great opportunity for wealth creation. Investing in strong businesses through mutual funds, ETFs, or directly in stocks has historically delivered excellent results for investors across. We believe one should consider investing in a low-cost MF/index fund for long-term wealth creation, even if you don’t use our services.

I follow the age-old investing philosophy of buy and hold. While this strategy has worked well for many investors, it’s tough to sit and do nothing. A large fraction of investors subscribes to an active buying/trading philosophy. If you are habituated to actively monitoring your portfolio on a daily, weekly or monthly basis, please do not subscribe as you’ll be disappointed. You should also not subscribe if you’re seeking gains in less than 3-5 years.

Yes, Bodh Capital is a SEBI-registered Research Analyst bearing registration number INH000009490.

No, according to SEBI regulations, analysts are prohibited from offering model portfolios. However, I do share my personal portfolio and allocation details with subscribers to the premium plan.

Subscribers to the Basic plan receive a concise summary report or presentation that outlines the reasoning behind the investment. Premium and Enterprise subscribers, on the other hand, gain access to a data room containing a financial model, comprehensive business model analysis, annotated notes, insights on published research, and quarterly updates.

No, my recommendations do not include an exit price. However, if a stock becomes significantly overvalued, I may sell a portion of it. In such cases, I communicate this change to my subscribers.

We prioritize quality over quantity, and there may be instances where we fail to discover a sufficient number of investable ideas. If we do not meet the committed number of ideas, we will extend your subscription without an additional fee until the shortfall is covered.

I firmly believe that a company’s market capitalization does not define the resilience of its business model or its level of riskiness. Large-cap firms with poor economics can also destroy wealth. My focus is on assessing the robustness of the business in a conducive industry. I avoid companies below ₹1,000 crore market cap.

The goal is to maintain a maximum of 30 investment ideas.

We adhere to a bottom-up approach, dedicating significant time to studying the business’s evolution, competitive advantages, and financials. Please visit the research process page for more details.

Yes, you can. Implementing a strategy of identifying a selection of excellent businesses and periodically purchasing them is a wise approach. However, the responsibility of allocation and portfolio balancing lies with you. In particular, stocks with an “ACCUMULATE” recommendation are best purchased gradually over time, preferably through SIP (Systematic Investment Plan).

Please email your queries to info @ bodhcapital dot com

No, SEBI prohibits offering free ideas to protect the interests of retail investors. You can access a sample report by registering on the website.

According to SEBI’s guidance, no registered entity is permitted to promise guaranteed returns. Investing in equities/stocks carries risks, and returns cannot be guaranteed.