We are SEBI Registered Research Analyst (Registration No. INH300008863). We follow all due diligence and compliance procedures as per SEBI regulations.
Read MoreWe are not in the stock broking business so we do not embrace activity just for the sake of it. We act only when it is required, otherwise we simply stay invested and reap the long-term benefits of compounding.
Read MoreThere will be periodic downside volatility in our long-term wealth creation journey, but the chances of permanent loss of capital would be low, thanks to our focus on business quality as well as management quality. As regards the risk profile of our stock ideas, we recommend low/no debt, growth companies. This low-risk orientation will help protect and preserve a lot of wealth for clients.
Read MoreStock recommendations are monitored on a daily basis for any adverse deviation from the original investment thesis. We also study the quarterly results, concalls, press releases, management interviews, research reports, and investor presentations of our recommended stocks.
Read MoreWe focus primarily on niche businesses with long runway for growth. Our stock ideas are designed to be long-term in nature and have low churn. We are long-term oriented and we do not follow a momentum strategy where we are selling and buying 10-20 stocks every week.
Read MoreNew stock ideas are released only when it is a compelling opportunity. There are no counter-productive commitments on minimum number of new stock ideas every year or any fixed frequency for new stock ideas like monthly or weekly, which is often against investor interest.
Read MoreOur FlexiCap smallcase is a curated list of 20-25 stock ideas with no rigid market cap constraints.
Read MoreWe have deliberately kept the annual fee nominal so as to make economic sense to individual investors with smaller capital base. Minimum suggested capital is Rs 5 lakhs.
Read MoreFor us, integrity is first and foremost. We will follow all SEBI guidelines to make sure that our clients’ best interests are kept at the forefront of all decision-making.
Read MoreGautam Baid, CFA, is Founding Director ofPrecise Protraders. Gautam is author of the international best-seller on value investing, The Joys of Compounding. Previously, he served as a portfolio manager at Summit Global Investments, an SEC-registered investment advisor based in Salt Lake City, USA.
Gautam is a CFA charter holder and member of CFA Institute, and in 2018 and 2019, he was profiled in Morningstar’s Learn From the Masters series.
Number of Complaints | |||||||
Sr No | Received From | Pending at the end of the month | Received | Resolved | Total Pending | Pending Complaints > 3 Month | Average Resolution time ( in days) |
1 | Directly From Investor | 0 | 0 | 0 | 0 | 0 | - |
2 | SEBI (SCORES) | 0 | 0 | 0 | 0 | 0 | - |
3 | Other Sources | 0 | 0 | 0 | 0 | 0 | - |
Grand Total | 0 | 0 | 0 | 0 | 0 | - | |
Trend of The Monthly disposal of complaints | |||||||
Sr No | Month | Carried Forward from previous Month | Received | Resolved* | Pending# | ||
1 | April 2022 - till date | 0 | 0 | 0 | 0 | ||
Trend of The Annual Disposal of complaints | |||||||
Sr No | Month | Carried Forward from previous Year | Received | Resolved* | Pending# | ||
1 | 2021-22 | 0 | 0 | 0 | 0 | ||
*Inclusive of complaints of previous years resolved in the current year. #Inclusive of complaints pending as on the last day of the year. |
Please be free to contact us if you have any further queries.