Services for Brokerages and Fund Houses

Analyst Support

By working closely with clients to find the right solution for their needs, we redefine support services, making it flexible and tailor-made for each client. Our Analyst Support Package is an all-inclusive service wherein bespoke requirements, along with continuous feedback and collaboration, are provided.

We specialize in helping you tackle seasonality and achieve unprecedented growth through the optimal usage of resources.
We provide support with a host of activities that are a part of any equity research analyst’s day-to-day KRAs including, but not limited to:

  • Model building and reviewing
  • Putting together industry research
  • Conducting line-checks
  • Theme-based or event-based research
  • Data assimilation and mining
  • Maintaining databases

Quarterly and Annual Analyst Report

Our reports provide the clients with an idea about deciding on investing their funds in a particular company with the help of services like financial analysis and research, analysis of quarterly, half yearly and annual financial statements, analysis of MD&A and other documents, peer analysis, etc.

We help companies collate bulk data into structured and analysis-friendly segments. We provide information on the governance structures and principles identifying the distribution of rights and responsibilities among different participants in the corporation (such as the board of directors, managers, shareholders, creditors, auditors, regulators and other stakeholders).

We also provide information on the company’s mission and history and summarize the company’s achievements in the past years, thereby determine trend of the company. Both financial achievements and other achievements such as research advances and market share gains are included.

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Initiation and Sector Coverage Reports

We provide some of the finest research reports, factbooks and insights papers across various sectors, businesses and trends in the Indian economy. The aim of this product is to conduct detailed research on an industry and analyse the competition, products, and customers along with other specific characteristics.

We offer comprehensive intelligence on everything, from capacities and exports to industry structure, technology, regulations, and player profiles.

We also provide an in-depth analysis of the factors that affect the performance and profitability of these sectors. These reports highlight sustainable & scalable business models, dependable management and sound financials. We follow both a top-down as well as a bottom-up approach in identifying investment ideas, depending upon the market cycles.

Industry and Thematic Research

We combine high quality data sources with research metrics and provide accurate and unbiased analysis on research performance. It includes looking beyond the obvious for inconsistencies, contradictory thematic elements or biases.

A proper process including Planning, Execution and Feedback to the target is designed and is incorporated to get a better insight on the trends of the market and other information, which helps in tapping opportunities and in detecting any discrepancies.

An end-to-end independent and transparent approach is designed for the research program, which involves obtaining the data and providing both qualitative and quantitative analysis with process management.

There are a variety of such research reports that we prepare, some of them being –

  • Regulatory Research
  • Thematic Report
  • Topical Report
  • Industry Landscaping