About Stoic Wealth (Profile of the Research Analyst)

Stoic Wealth is a Research Analyst entity with its registered office at: A-101, 45 Paramount, Lalit Estate, Baner, Pune, Maharashtra, 411045

Stoic Wealth is registered with SEBI as an Individual Research Analyst (Registration No. INH000022224), providing professional research services to our clients. Our lead analyst holds a Post Graduate Diploma in Finance from the Bata Institute of Technology and Science, bringing a strong analytical skill set to identify investment opportunities and implement effective strategies.

Details of Business Activities

Stoic Wealth provides data-driven recommendations based on comprehensive fundamental and technical analysis. We offer Buy, Sell, and Hold recommendations across:

  • Listed Equity Stocks

  • Futures

  • Options

Disciplinary History

There are no outstanding litigations or disciplinary history against Stoic Wealth or its principal Research Analyst.

Terms & Conditions for Research Reports

Stoic Wealth exercises due diligence to ensure the authenticity and correctness of the information provided. However:

  • Accuracy: We do not guarantee the absolute accuracy or completeness of historical or current data.

  • Flexibility: Opinions expressed are based on research current to the date of publication and are subject to change without notice.

  • Liability: Stoic Wealth accepts no liability for any loss or damage arising from the use of our documents. Recipients must rely on their own judgment and seek independent professional advice.

  • Error Margin: We are not responsible for any financial consequences resulting from inadvertent errors in our publications.

Mandatory Disclosures

Stoic Wealth and its associates (including relatives):

  • Financial Interest: Do not hold any financial interest in the subject companies. If an analyst is an investor in a specific stock, a clear disclosure will be provided alongside the recommendation.

  • Ownership: Do not hold actual or beneficial ownership of more than 1% in the subject company.

  • Conflicts: Do not have any other material conflicts of interest.

  • Affiliations: Are not affiliated with other intermediaries and receive no brokerage or commissions from third parties.

  • Compensation: Have not received any compensation from the companies covered in our research during the past 12 months.

  • Management Roles: Have not managed or co-managed any public offering of securities for the subject companies in the last 12 months.

  • Employment: Have not served as an officer, director, or employee of the subject company and have not engaged in market-making activities.

Operational Integrity

Stoic Wealth ensures that all facts in our research reports are sourced from reliable information. However, investors are advised to independently evaluate market conditions and risks before making any investment decisions.

To provide the highest quality insights, Stoic Wealth may utilize Artificial Intelligence (AI) tools to support our research and analysis services.