Stock Advisory

At ARIA, Our Stock advisory services and recommendation are based on the principles of Value Investing under which we actively research on stocks of companies listed on Indian stock exchange in order to identify the ones that possess potential to grow multi-fold and run by visionary entrepreneurs determined to leverage this mega opportunity which exists in India today.

The investment strategy follows a mix of a top-down and a bottom-up approach. The top-down approach is used to identify key macroeconomic and sectoral themes and subsequently help identify stocks that will benefit from the same. A bottom-up approach is applied based on the belief that there are always individual companies that provide attractive investment opportunities in various industry and market conditions. The prominence given to the top-down vs. bottom-up approach would vary from time to time depending on macroeconomic, sectoral and company specific fundamentals. Our advisory service would aim to give a lot of weightage to factors like strong management, scalable businesses and pricing power of the company, sustainable competitive edge and visible brands, while selecting investment ideas. We seek to deploy capital in businesses which can generate high return on capital by creating and sustaining the competitive advantages in their respective industries. We believe we can generate meaningful out-performance for our clients over the medium to long term through active advisory.

Our Skills

Determining entry value
Reviewing the company performance & stock price periodically
Making exit an independent decision

Our advisory model is non-discretionary and allows you to have a final say in your investments.

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