Who Are We?
Stalwart Advisors is born with a mission to provide unbiased and fundamental stock advisory services to retail as well institutional investors to create long-term wealth.
Here is what we don’t do
No short-term ideas
No Technical Analysis
We are Proud to showcase each skill that Stalwart Advisors possess.
[bar_graph] [bar title=”Fundamental Research” percent=”100″ id=”b1″] [bar title=”Scuttlebutt/Ground work ” percent=”80″ id=”b2″] [bar title=”Process-Focused (Inc. Checklists & Mind Maps)” percent=”100″ id=”b3″] [bar title=”Core – Value Investing & Behavioral Finance” percent=”90″ id=”b4″] [bar title=”Client Support” percent=”100″ id=”b5″] [/bar_graph] [/two_thirds_last]
Here is what differentiates us from the rest
[toggles accordion=”true”] [toggle title=”SEBI Registered & Qualified Team” id=”b1″] 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. [/toggle] [toggle title=”Skin-in-the-game” id=”b2″] 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. [/toggle] [toggle title=”Capital Protection” id=”b3″] 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. [/toggle] [toggle title=”Know what you own & why” id=”b4″] Detailed and easy to understand research reports; no point borrowing somebody’s conviction, we help you build your own. [/toggle] [toggle title=”Buying and Selling strategies” id=”b5″] Clear strategies regarding buying range, hold and exit. [/toggle] [toggle title=”Track investments religiously” id=”b6″] 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. [/toggle] [toggle title=”Focussed” id=”b7″] 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. [/toggle] [toggle title=”Opportunistic” id=”b8″] New stock ideas only when its compelling opportunity; no fixed frequency like monthly or fortnightly. [/toggle] [toggle title=”Cut Noise” id=”b9″] Very few but high quality ideas along with conviction based allocation to help you construct an ideal portfolio. [/toggle] [toggle title=”Reasonable” id=”b10″] We have deliberately kept our fees low to even make economic sense to retail investors with smaller capital base. [/toggle] [/toggles]
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.