Equity Research · Model Portfolios

We Don't Pick Stocks.
We Buy Stories
That Play Out.

Five non-negotiable filters. High-conviction positions. Zero guesswork.

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The CLEAR Framework

Five filters. Zero guesswork.

Watch 500+ stocks narrow to 6–8 high-conviction positions through five non-negotiable checkpoints. Click any stage to explore.

6–8 High-Conviction Positions
  • C
    Catalyst
    The Story
    500
  • L
    Level of Entry
    Price Discipline
    120
  • E
    Earnings
    Growth First
    45
  • A
    Accountability
    Management
    18
  • R
    Risk-Reward
    Asymmetric
    8
01 / 05
The Story
Behind the Stock
Structural themes with 18–36 month visibility. PLI-driven manufacturing, China+1, EV ecosystem, AI infrastructure. If we can't explain the thesis in one sentence, we don't invest.
Theme First
"If there's no articulable theme, there is no position."
02 / 05
Price as
Discipline
A great story at the wrong price is still a bad trade. We seek names at a discount to their 3–5 year average multiples. No chasing. No FOMO. Entry discipline separates ideas from actual returns.
No FOMO. Ever.
"We wait. And when we act, we act with full conviction."
03 / 05
Growth Before
Re-rating
Revenue CAGR >15%, expanding margins, operating leverage visible 6–18 months ahead. We enter before analyst upgrades — seeking growth the market hasn't priced in yet.
Underappreciated Growth
"We want to be early, not first — and definitely not late."
04 / 05
Management
is the Moat
Capital allocation, promoter skin in the game, RPT scrutiny, governance quality. Internal 0–10 rubric. Minimum 6.5 to qualify. No exceptions.
Post-Adani Diligence
"A great business with poor stewards is a value trap."
05 / 05
Asymmetric
by Design
Upside must be at least 2× the downside. For every ₹1 of risk, we target ₹2+ of reward. Thesis risk, valuation risk, event risk — all mapped before entry.
2 : 1 Minimum Ratio
"Concentrated enough for returns. Diversified enough for sleep."
Model Portfolios

Three baskets.
One discipline.

All portfolios are built on the CLEAR framework. Differentiated by approach — not by conviction.

Flagship · High Conviction

AlphaLeap

India's best structural stories, held with conviction.

Stocks
15–20
Horizon
18M+
Min. Investment
₹5L
Reward : Risk
2 : 1
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Rules-Based · Factor Screened

CLEAR Select

Systematic discipline. Factor-screened. Quarterly rebalanced.

Stocks
20–25
Horizon
12M+
Min. Investment
₹3L
Rebalancing
Quarterly
View Strategy →
Active · Swing Trades

Swing Trading

Tactical positions. Momentum-driven. Time-bound conviction.

Horizon
2–8 Wks
Signals
Live
Style
Momentum
Reward : Risk
2 : 1
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Research

Ideas before
the upgrade.

Structured research notes and long-form blogs. Each one opens directly.

Get Started

The story is just
beginning.

Research-driven capital for serious investors who want to understand what they own. Reach us directly on WhatsApp — we respond same day.

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Research & Insights

Ideas before
the upgrade.

Long-form research, market narratives, and investment analysis by the Investace team.

Fetching articles
Read all articles on kavishrajsingh.substack.com →
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AMFI ARN-330134 · MF Distributor
IRDA Certified Insurance Advisor
Est. SM Research Services Pvt Ltd · Since 2020
Meet the Team
Siddhesh Pednekar
SP
Principal Officer · Co-Founder · SEBI RA

Siddhesh Pednekar

Siddhesh is the Principal Officer and Co-Founder at SM Research Services Pvt Ltd, and a SEBI Registered Research Analyst. He leads the equity research function and drives the investment framework at Investace Capital. His deep expertise spans regulatory compliance, equity research methodology, mutual fund distribution, and client wealth management — ensuring every process is structured, accountable, and outcome-driven.

Equity Research SEBI RA Principal Officer Regulatory Compliance Wealth Management
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Kavish Raj Singh
KR
Co-Founder · Equity Research Analyst

Kavish Raj Singh

Kavish is the Co-Founder and Equity Research Analyst at Investace Capital. He brings deep expertise in equity research, model portfolios, and capital allocation frameworks — combining rigorous fundamental analysis with long-term conviction to identify high-quality compounding opportunities. He writes long-form market research and is a thought leader in the investment space.

Equity Research Model Portfolios Capital Allocation Market Research
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