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Research Services

What research services do you provide?
We provide research and recommendations across listed stocks, mutual funds, and IPOs, helping investors evaluate opportunities through structured analysis, clear rationale, and detailed research reports.
What is the Compass Framework?
The Compass Framework is our structured methodology for evaluating investment opportunities. It covers Company, Outlook, Metrics, Price, Allocation, Sensitivity, and Strategy before arriving at a recommendation.
How will I receive new research?
New research is delivered through your member dashboard, with notifications provided whenever new reports or recommendations are published, allowing you to access the latest research included with your membership.
How often is new research published?
Stock recommendations are generally published once every week, mutual fund recommendations approximately once every 15 days, and IPO research is released whenever a new public issue is available for review.
Do you guarantee investment returns?
No. All investments involve risk, and returns cannot be guaranteed. Our research is intended to support informed investment decisions and should not be considered an assurance of performance.

Membership Plans

Which memberships are available?
We offer memberships for stock research, mutual fund research, and a bundled membership. Complimentary IPO research is included with every membership at no additional cost for all subscribers.
What membership durations are available?
Memberships are available with monthly, quarterly, and annual validity periods. Access remains active until the expiry date of your selected membership and can be extended at any time without interruption.
What does each membership include?
Each membership includes research reports and investment recommendations relevant to your selected plan. Access is provided through your member dashboard for the duration of your active membership.
How can I subscribe to a membership?
We require you to sign in before subscribing to a membership. Once logged in, you can select your preferred membership and complete the payment process securely through our website using the available payment methods.
Can I upgrade or extend my membership?
Yes. You can upgrade or extend your membership at any time. Additional validity is automatically added to your active membership where applicable, ensuring uninterrupted access to your research.

Payment Assistance

What payment methods are available?
Available payment methods are displayed during our secure checkout. A SEBI-validated UPI handle is also available. Bank transfer and cheque details are provided on the Payment Methods page.
Is GST included in the membership fee?
Yes. GST is included in the membership fee wherever applicable. The total amount payable, including applicable taxes, is displayed during checkout before you complete your subscription purchase.
Will I receive confirmation after making a payment?
Yes. Once your payment is successfully processed, a confirmation email containing your membership details, payment information, and activation details will be sent to your registered email address.
When will my membership be activated?
Your membership will be activated after successful payment and completion of the mandatory RA Agreement. Once completed, you will be able to access your subscribed research through your member dashboard.
Can I request a refund after payment?
No. Subscription payments are non-refundable once processed. Please review the membership details before completing your purchase, as refunds or partial refunds are not provided under any circumstances.

Regulatory Queries

Are you registered with SEBI?
Yes. We are registered with SEBI as a Research Analyst under Registration Number INH000025638. Our registration details are available on our website and can be verified through the official SEBI intermediary portal.
Are you enlisted with BSE RAASB?
Yes. We are enlisted with BSE RAASB under Enlistment Number 7051. Our enlistment details are available on our website and can be verified through the official BSE RAASB portal for registered intermediaries.
What is the RA Agreement?
The RA Agreement is a mandatory agreement prescribed under SEBI regulations. It must be completed during onboarding before your membership can be activated and access to your subscribed research can be provided.
What is the MITC?
The Most Important Terms and Conditions (MITC) is a standardized document prescribed by SEBI. It outlines the key terms, rights, responsibilities, and risks associated with availing research services before subscribing.
Where can I verify your SEBI registration?
You can verify our SEBI registration through the official SEBI Research Analyst Portal using our Registration Number. Our Registration Certificate and registration details are also available on our website.
Plans Offered
Equity
Research

Fundamental research on NSE/BSE-listed companies — business analysis, earnings assessment, valuation, and a structured Buy / Hold / Sell conviction for long-term investors.

View Sample Reports →
01
Compass Framework, every time

Each note follows a consistent 4-pillar structure: Business Quality, Financial Strength, Valuation, and a final Compass Reading.

02
Valuation + peer benchmarking

Relative multiples, historical range context, and a clear entry approach to separate a good business from a good price.

03
Conviction with risk context

Buy / Accumulate / Hold / Reduce / Avoid with time horizon, suitability, and key downside risks called out upfront.

04
Earnings & key monitorables

What can change the view: quarterly triggers, margin / demand signals, and the few variables that matter most.

05
Clean, readable research PDFs

Structured tables, key charts, and a summary that lets you understand the thesis quickly without fluff.

Mutual Fund
Coverage

Portfolio construction, sector exposure, fund manager track record, risk ratios and a Compass Reading — our structured verdict on whether to invest, top-up, or exit.

View Sample Reports →
01
Mandate + category fit

Assessed against SEBI category objective, benchmark behaviour, and peer group — so you know where the fund fits.

02
Portfolio & risk review

Holdings, sector concentration, overlap, churn, and downside behaviour across market phases — not just returns.

03
Actionable SIP verdict

Invest / top-up / hold / exit guidance with expense ratio context, suitability profile, and time horizon.

04
Performance, properly measured

Rolling returns and risk ratios (Sharpe / volatility) to judge consistency across market cycles.

05
Cost vs value check

Expense ratio vs peers plus simple guardrails on when costs are justified—and when they aren't.

IPO
Notes

Pre-listing analysis covering promoter background, business model, GMP signals, peer valuation, and a clear Subscribe / Avoid recommendation — included free with every subscription.

View Sample Reports →
01
Business + governance scan

Business model, promoter / management background, use of proceeds, and key red flags.

02
Issue valuation vs peers

Price band context vs listed peers, financial quality checks, and downside risk framing.

03
Clear Subscribe / Avoid

Recommendation with suitability and horizon (listing vs long-term), plus the key watch-outs post listing.

04
Demand & listing context

Subscription signals, anchor participation, and what the listing environment implies for risk-reward.

05
What to track after listing

A short checklist of disclosures and execution metrics to validate (or challenge) the thesis.

Research & Coverage
01
What is the Compass Framework?
Our four-pillar research structure applied to every note: Business Quality, Financial Strength, Valuation, and a final Compass Reading — the structured conviction with entry approach, risk level, suitability, and time horizon.
02
What types of research do you publish?
Three categories: Equity Research Notes on NSE/BSE companies (small, mid, large cap), Mutual Fund Research on SEBI-categorised equity funds, and IPO Insights on mainboard IPOs ahead of listing. IPO insights are free with every subscription.
03
How often are notes published?
There is no fixed schedule — notes are published when analysis is complete and conviction is well-supported. We publish once a note is internally consistent and the Compass Reading is justified across all four pillars. Quality before frequency.
04
Can I see a sample note first?
Yes. Sample notes are available on our Sample Reports page so you can review our format, analytical depth, and Compass Framework structure before committing to a subscription.
Subscriptions & Pricing

Subscribe.
Receive.
Decide.

Fixed-fee, transparent plans. No hidden charges, no advisory calls, no upsells.

01
How does a subscription work?
Choose a plan based on your coverage needs — equity, mutual fund, or a combination. Once subscribed, you receive all published notes within your plan directly. No hidden charges, no upsells, no advisory calls.
02
Are IPO notes included?
Yes. IPO Insights are included free with every subscription tier. You do not need a separate plan to receive IPO coverage.
03
What billing periods are available?
Subscriptions are billed on a 3-month or 12-month basis. Pricing is displayed per month for clarity; billing occurs as a single total. Annual plans offer a meaningful saving over the quarterly rate.
04
How do I get access after subscribing?
You will receive login credentials by email once your subscription is confirmed. All notes are accessible through the subscriber portal and delivered as structured PDFs.
05
How do I raise a grievance?
Reach us at researchaxis@outlook.com or +91 77107 75770. For formal escalation, refer to the Grievance Escalation policy in the footer. SEBI's SCORES platform is also available for regulatory complaints.
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