300+
Companies Analyzed
30+
Companies Covered
9
Stock Ideas In Current Buy List
5000+
Blog Followers

We Move Wisely

We do not analyse stocks, we analyse businesses, mostly small and emerging companies which are dominant in their niche, are run by a competent and ethical management and are available at fair valuations. A few good stocks are enough for creating lifetime of wealth and these are the kind of opportunities we strive to unearth. We do not get interested in businesses until they have potential to give multi-fold return. We are extremely obsessed about capital protection and hence first assess the downside risks before thinking about potential upside which rules out most of the commodity companies, highly regulated sector, government owned companies and those run by managements with questionable integrity and bad capital allocation history. We channelize all our energies into discovering companies that have some sustainable competitive advantage run by an ethical and competent management; in other words, companies that have potential to be tomorrow's blue-chip.

We are not arm-chair investors who just read annual reports and invest, we make sure we meet or talk to the management and visit their plant, to understand their vision and judge if they got any fire-in-the-belly traits. We also interact with other stakeholders mainly channel partners (dealers and distributors) and employees to get a first hand information on the management quality. Since our process involves lot of qualitative as well as quantitative filters, we leverage simple yet effective tools like checklists and mind maps to make sure we do not miss any important factor.

A detailed explanation of the process can be Read Here

Past Stock Ideas

Recent Ideas(SA Stock Ideas) Entry Current*/ Exit Price Returns Initiating Coverage Report Status
Tasty Bite Eatables 640Apr-15 2718 325% Invested
Amrutanjan Health Care 288Nov-14 426 48% Invested
Wonderla Holidays 274Apr-15 405 49% Invested
Older Ideas(Prop. Book) Entry Current*/ Exit Price Returns   Status
Relaxo Footwear 50Apr-13 484 868%   Invested
Ashiana Housing 32Nov-12 210Dec-14 556%   Exited
DFM Foods 160Oct-13 990Jan-16 519%   Exited
Page Industries 3250Mar-13 14,100Apr-15 334%   Exited
VST Tillers 350May-13 2015 475%   Invested
Honda Siel Power 350Sep-13 1280Apr-15 266%   Exited
* Prices as on 20th July, 2016

Our misses

Outcomes in investing are never certain, rather probabilistic in nature. We too have had our fair share of mistakes; however, mistakes have been more in the form of opportunity costs rather than capital loss. Case in point- few of our core holdings like Agro-Tech Foods and EPC Industries have not yielded any meaningful returns over last many years, as the thesis is taking longer to play out.

Fortunately, we haven't experienced any meaningful loss of capital on any of our investment till date due to our strong processes which filter out businesses dealing in pure commodity, with leveraged balance sheet, in sectors experiencing high rate of change, turnaround cases and those run by managements with questionable integrity or bad capital allocation history.

We have also committed series of errors of omission wherein we let go of seemingly obvious multi-baggers because we spotted some negative with business quality or management integrity. We did that with ceramic tile stocks in 2013 and we all know how stocks of Kajaria and Somany performed over the next two years. We believe this is a trade-off we have to bear if we want to follow a 'process', which in our case is looking at downside before upside. To continue to follow the process religiously we would have no option but to take our attention away from outcomes and continue to be consistent with the 'process', which makes the probability of frequent errors of omission high.
Read more about Stock Advisory here.

Services We Offer

 Stock Ideas

Invest in few hand-picked high quality stock ideas along with conviction based allocation. Suitable for staggered investments.

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 Model Portfolio

Invest in our 2020 portfolio of low-risk and high quality stocks along with suggested allocation in each stock. Suitable for lumpsum investment.

Learn More

Why Stalwart Advisors?

We are not in the tip-giving business, luring gullible individual investor and playing with their greed and get-rich-quick dreams. We ourselves are full time investors, and are willing to partner like-minded investors in building a solid long-term portfolio to create wealth.

Here is what differentiates us from the rest

+ - SEBI Registered

We are SEBI Registered Investment Adviser (Registration No. INA100002156); we follow all due-diligence and compliance as per SEBI regulations and run by team of qualified MBAs and CFAs(US) with rich experience in investment analysis and portfolio management.

+ - We eat at our own restaurant

By investing all our wealth in very same stocks as recommended to clients we make sure our interests are aligned with clients, and we leave no stone unturned while analysing prospective investments.

+ - Capital Protection

There will be volatility as we go along however the chances of permanent loss of capital would be extremely low, thanks to our obsession with business quality as well as management quality. We never follow current fads in blindly chasing returns.

+ - Know what you own & why

Detailed and easy to understand research reports; no point borrowing somebody's conviction, we help you build your own.

+ - Buying and Selling strategies

Clear strategies regarding buying range, hold and exit.

+ - Track investments religiously

Quarterly updates, AGM and Annual Report dissection Notes, Management Meet Notes and other relevant news reach your dashboard for which you get notified via email/SMS.

+ - Focussed

Only interested in multi-bagger quality ideas; not in 40-50% upside ideas. Goal is to create wealth and not get lost in trading opportunities for income.

+ - Opportunistic

New stock ideas only when its compelling opportunity; no fixed frequency like monthly or fortnightly.

+ - Cut Noise

Very few but high quality ideas along with conviction based allocation to help you construct an ideal portfolio.

+ - Reasonable

We have deliberately kept our fees low to even make economic sense to individual investors with smaller capital base.

Stalwart Advisors is born with a mission to provide unbiased and fundamental stock advisory services to individual as well institutional investors to create long-term wealth.

We are Proud to showcase each skill that Stalwart Advisors possess.

Fundamental Research 100%
Scuttlebutt/Ground work 80%
Process-Focused (Inc. Checklists) 100%
Value Investing & Behavioral Finance 90%
Client Support 100%

Here is what we don't do

No short-term ideas
No Technical Analysis
No Derivatives
No short-cuts

Our Pricing

We have deliberately kept our fees low to even make economic sense to individual investors with smaller capital base.

Why have short term plans when investing for long term. We have 3 & 5 year plans with heavy discounts.


SA Stock Ideas

(Rs 20,000) Rs 13,999* per annum
  • 8 Ideas in BUY List
  • New Stock Ideas
  • Research Reports
  • Buying & Exit Strategies
  • Quarterly Updates
  • FAQ - Stock Ideas  

SA Model Portfolio 2020

(Rs 20,000) Rs 13,999* per annum
  • 15-25 hand picked quality stocks
  • Conviction based allocation
  • Secular stories; minimal churning
  • Quarterly updates (& suggested changes)
  • FAQ - Model Portfolio
*Service Tax Additional, for 5 year plans

Kindly go through the FAQs for queries that you might have:

FAQ - General   FAQ - Stock Ideas   FAQ - Model Portfolio

Testimonials

Our valued clients speak some kind words for Us.

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About Us

We are a close knitted team that works meticulously led by
Jatin Khemani, Founder / Managing Director.

Jatin Khemani

Jatin is a SEBI Registered Investment Adviser. He has over five years of experience in investment analysis and portfolio management. In his last stint with a Delhi-based brokerage house he was solely responsible for the research activities of the organisation right from picking new ideas to tracking the existing portfolio thereby assisting the directors in managing the proprietary book. He is a graduate of Delhi University and earned his MBA in Finance from Christ University, Bangalore. Further, Jatin has completed all 3 levels of examinations of the Chartered Financial Analyst (“CFA”), USA in his first attempt and is currently awaiting his Charter.

Thanks to his admiration for Mr. Peter Lynch & Mr. Phillip Fisher, Jatin has over the years become proficient in Scuttlebutt; a primary research method to find out truth about a company or an industry. On weekends he teaches finance to MBA students and is an active volunteer with The Art of Living since 2006, where he leads state level fund-raising campaigns. Jatin is supported by his team of two analysts Manish and Varun. Stalwart Advisors also has a board of advisors which includes veterans with decades of investing experience; each stock idea is meticulously discussed and brainstormed within this board before we make any recommendation.