Investing Backed by Research, Driven by Data

SEBI Registered Investment Experts, Managing investments in Stocks, Mutual Funds and F&O Strategies for you.

Our Investment Approach

Ability To Generate Incremental Returns

Apart from the basic screening on Return on Equity being greater than 15%, we also look for businesses that can replicate this return ratio on the incremental capital employed as well, as the ability to replicate returns shows the management’s ability of being able to find new avenues of growth for the business in a consistent manner.

Anti Fragility In The Business

We constantly look for businesses which have survived through at least one downcycle. This gives us confidence in the underlying business model and its strengths. A strong balance sheet adds to this thesis, as in a downturn, it helps in survival, but in an economic upcycle, a strong balance sheet enables businesses to grab big opportunities.

Improving Operating Margins

We look at businesses that have an operating margin of at-least 15%, along with that operating margins should be improving, an industry high operating margin indicates cost efficiencies, process efficiencies, and many other competitive advantages.

Avoiding Highly Leveraged Business

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In our view, over leveraging is the best way to sink a business and weaken its ability to adapt and capitalise on new opportunities. Hence, we avoid businesses that have a Debt to Equity ratio higher than 100%.

Why Choose Us?

Expert Guidance

Our team of seasoned financial advisors brings years of industry experience, offering personalized investment strategies tailored to your unique financial goals.

Comprehensive Services

From portfolio management to retirement planning, we provide a full suite of investment services designed to meet your evolving financial needs.

Proven Track Record

With a history of delivering consistent returns, we leverage market insights and data-driven approaches to maximize your investment potential.

Client-Centric Approach

Your success is our priority. We maintain transparent communication and prioritize your financial well-being, ensuring you feel confident and informed every step of the way.

The Team

Our team is a powerhouse of diverse expertise, comprising engineers,
CA, traders, CFA and MBAs.

Our professionals are equipped with top-tier certifications.

- CFA Level 3
- NISM Research Analyst
- NISM Mutual Fund Distributor
- NISM Equity Derivatives

"Coming together is a beginning, staying together is progress, and working together is success."

FAQ's

Frequently Asked Questions

FAQ's

Our Client Stories

"All thanks to StockedUp, I’ve experienced transformation in my investment strategy. Their keen insights and expert guidance has enhanced my portfolio’s performance and also boosted my confidence in investing in the market."

Mandeep Wighmal, Goa