Expert Stock Market Research & Analysis

Empowering Investors with Data-Driven Insights Since 2015

SEBI Registered Research Analyst with over 15 years of experience in equity research, technical analysis, and portfolio management. Helping retail and institutional investors make informed investment decisions.

Track Record of Excellence

Numbers that speak for themselves

5000+

Active Clients

₹500Cr+

Assets Under Advisory

28%

Average Annual Returns

15+

Years of Experience

About Santosh Rathi

Your Trusted Investment Partner

Santosh Rathi

SEBI Registered Research Analyst

Registration No: INH000007856

With over 15 years of experience in Indian equity markets, I specialize in fundamental analysis, technical research, and portfolio advisory services. My research methodology combines quantitative analysis with qualitative insights to identify investment opportunities across market capitalizations.

I hold an MBA in Finance from IIM Ahmedabad and am a CFA charterholder. My track record includes identifying multi-bagger stocks and helping clients navigate through various market cycles.

🎓 MBA Finance - IIM Ahmedabad
📊 CFA Charterholder
SEBI Registered (INH000007856)
💼 15+ Years Market Experience

Investment Philosophy

Principles that guide our research and recommendations

01

Research-Driven Approach

Every recommendation is backed by comprehensive fundamental and technical analysis. We believe in evidence-based investing rather than speculation.

02

Risk Management First

Capital preservation is paramount. We focus on risk-adjusted returns and always define stop-loss levels and position sizing strategies.

03

Long-Term Value Creation

While we provide tactical ideas, our primary focus is identifying quality businesses that create sustainable wealth over the long term.

04

Transparency & Ethics

Complete transparency in our research process and recommendations. We maintain the highest ethical standards as mandated by SEBI.

Client Success Stories

Real results from real investors

📈

Small Cap Winner

Recommended: TechnoInnovate Ltd

Entry: ₹145 | Current: ₹685

+372% Returns

Holding Period: 24 months

Identified as a potential multi-bagger in the automation sector. The company delivered strong fundamentals and expanded market share as predicted.

🎯

Mid Cap Outperformer

Recommended: FinServe Solutions

Entry: ₹890 | Current: ₹1,850

+108% Returns

Holding Period: 18 months

Strong fundamentals in the NBFC space with improving asset quality. Benefited from sectoral tailwinds and management execution.

💎

Large Cap Safety

Recommended: PowerGen Industries

Entry: ₹2,340 | Current: ₹3,420

+46% Returns

Holding Period: 12 months

Quality large-cap play in the renewable energy space. Delivered steady returns with lower volatility, perfect for conservative investors.

Latest Market Insights

Expert analysis and research reports

Market Analysis

Q4 2024 Market Outlook: Navigating Volatility

Comprehensive analysis of market trends, sectoral opportunities, and risk factors for the upcoming quarter. Key focus on IT, Banking, and Infrastructure sectors.

Nov 15, 2024 12 min read
Read Full Report →
Stock Research

Top 10 Mid-Cap Picks for 2025

Detailed fundamental analysis of promising mid-cap opportunities across sectors. Includes target prices, risk assessment, and investment rationale.

Nov 10, 2024 18 min read
Read Full Report →
Technical Analysis

Nifty 50: Key Support and Resistance Levels

Technical perspective on index movement with chart patterns, momentum indicators, and near-term trading strategies for active traders.

Nov 8, 2024 8 min read
Read Full Report →

Media & Recognition

Featured in leading financial publications

"Top 10 Research Analysts to Follow in 2024"

September 2024

Expert Opinion on Market Corrections

August 2024

Live Interview - Mid-Cap Investment Strategies

July 2024

Quoted on Sectoral Trends Analysis

June 2024

Research Services

Tailored solutions for every investor

Premium Research

₹15,999/month

  • ✓ 15-20 Stock recommendations monthly
  • ✓ Detailed fundamental research reports
  • ✓ Technical analysis charts
  • ✓ Weekly market outlook
  • ✓ Email & WhatsApp support
  • ✓ Portfolio review (quarterly)
Subscribe Now

Institutional Research

Custom/pricing

  • ✓ Customized research solutions
  • ✓ Sectoral deep-dive reports
  • ✓ Company-specific analysis
  • ✓ Market intelligence reports
  • ✓ Dedicated research team
  • ✓ Priority support
Contact Us

What Our Clients Say

Trusted by thousands of investors across India

⭐⭐⭐⭐⭐

"Santosh's research is thorough and his recommendations are well-timed. I've been following his advice for 3 years now and my portfolio has grown significantly. The risk management discipline he teaches is invaluable."

Rajesh Mehta

Entrepreneur, Mumbai

⭐⭐⭐⭐⭐

"As a busy professional, I don't have time for detailed market research. Santosh's Elite Advisory service gives me expert guidance without the hassle. The personalized portfolio reviews are extremely helpful."

Priya Sharma

IT Consultant, Bangalore

⭐⭐⭐⭐⭐

"Outstanding research quality and transparency. The detailed reports help me understand not just what to buy, but why. Santosh's track record speaks for itself. Highly recommended for serious investors."

Amit Desai

Business Owner, Pune

⭐⭐⭐⭐⭐

"I was skeptical about research services, but Santosh's data-driven approach convinced me. His mid-cap picks have been exceptional, and the regular market updates keep me well-informed about portfolio holdings."

Kavita Iyer

Doctor, Chennai

SEBI Registration Details

Fully compliant and regulated

Registration Number: INH000007856
Registration Date: March 15, 2015
Valid Until: March 14, 2026
Regulatory Authority: Securities and Exchange Board of India (SEBI)

Important Disclaimers

  • Investment in securities market is subject to market risks. Read all the related documents carefully before investing.
  • Registration granted by SEBI should not be construed as an endorsement of our services by SEBI.
  • Past performance is not indicative of future results.
  • All research recommendations are subject to market risks and individual risk assessment.
  • Investors are advised to consult their financial advisors before making any investment decisions.

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