Four things, in the order they actually matter. All four are published in the open and cost nothing to read.
Plain-language explainers on how markets, asset classes and common investment products actually work — so the jargon is familiar before you ever have to act on it.
What risk actually means in practice — volatility, drawdowns and time horizon — explained with worked examples rather than promises about outcomes.
An overview of how goal-based planning and systematic investing are structured, so the mechanics make sense when you read about them elsewhere.
Notes, articles and study material published regularly. Everything here is general information for learning — it is not advice and not a recommendation to buy or sell anything.
Four bodies of work, each published as learning material rather than as a service. No company is named or assessed on any of them.
What price patterns and statistical strategies claim to show, what the evidence for them actually is, and where the reasoning breaks down.
Learn moreThe fundamentals of investment finance — reading a set of published accounts, and how asset-pricing and firm-valuation techniques are applied in real situations.
Learn moreAn overview of how charting and screening tools are used to study price action — what they measure, and what they cannot tell you.
Learn moreHow to track your own holdings and dividends without handing the job to anybody — and the three calculators that do the arithmetic in your browser.
Learn moreThe only durable claim a research business can make is about its method. This is the method, and it will be the same one for every company covered.
Most research businesses compete on volume. This one intends to compete on being checkable, which means publishing fewer things and standing behind each of them in writing.
A dated, auditable table where every row links to a full written report and every open position carries the condition that would force it to be reviewed. Nothing is ever quietly removed.
| Reco date | Symbol | Price on reco date | Rating | Valuation basis | Review trigger | Remark updated | Report |
|---|---|---|---|---|---|---|---|
| — | Live rows appear once registration is granted | Open | Named, not implied | Written before entry | — | ||
The column structure is shown for transparency. No figures are illustrated, because an illustrated figure on a research site is a performance claim wearing a disguise. How to read the table →
No account, and nothing leaves your browser. Arithmetic tools, not advice — they name no security and make no forecast.
How many shares a fixed rupee risk actually buys, once the stop is set.
Open itWhat a monthly investment compounds to, and what a target corpus demands each month.
Open itWhat staggering an amount over N months does to the outcome, against investing it at once.
Open itMost of the damage done to a private portfolio is not done by the wrong stock. It is done by the right stock in the wrong size, bought with money that was needed elsewhere, and sold at the first bad quarter.
So the Money Management Rules sit outside any paywall: fix the position size before you read the idea, weight equally, hold at least twelve names, stop buying when your compartments are full, and expect a predictable share of the ideas not to work.
Readable now, so the pricing is known before there is any pressure to decide. Nothing auto-upgrades, nothing expires at midnight, and the monthly letter never carries a charge.
All prices are inclusive of 18% GST and are indicative until registration is granted. Compare every plan and what each one excludes →
General market updates and study notes, with daily posts explaining investing concepts. No calls, no tips, no targets — the same standard as everything else published here.
General education and market commentary, published regularly. No account needed and no company assessed.
Had an amazing experience at Wisdom Investments. The owner — Mr. Tejas Patel is quite a humble and transparent person and also he has helped me to a great extent in my investment journey.PPraanav T PatelGoogle review · 2 years ago
Tejas has great clarity and deep knowledge about investments, markets. Highly recommended. Wisdom Investment is full of wisdom.AAjay PatelGoogle review · 3 years ago
We have taken basic course. We were amazed by his knowledge and study about the share market. He had shown us some incredible tools and sites.AAmit MandaliaGoogle review · 3 years ago
Quoted as written, from the public Google listing. These are readers’ own words about past educational interaction. They are not a claim about investment outcomes, and no return of any kind is implied or assured. See the listing →
Because publishing one is not permitted. Under the SEBI Master Circular for Research Analysts, past performance and risk-return metrics may only be shown once verified by the Past Risk and Return Verification Agency, and even then not on a public website. Any research site showing you a win rate or a P&L screenshot is either publishing it in a way the rules do not allow, or is not verified at all.
Investor education. Written explainers on business analysis and market mechanics, general commentary on how the Indian market and its sectors are priced, three calculators, the Money Management Rules, and investor awareness sessions in Pune. No individual company is named or assessed, and nothing is sold.
No, and it would be unlawful to. Research tells you what a security looks like on the evidence. Advice tells you what to do given your income, taxes, goals and liabilities — that is the work of a SEBI-registered Investment Adviser, which this is not. The Money Management Rules are published in the open precisely because the sizing decision is yours.
No commission, brokerage, trail, referral fee or other consideration is received from any broker, mutual fund, fund house, insurer, distributor or intermediary, in any form. Nothing here is a paid promotion, and no company has paid to be mentioned.
Stated in full on its own page, because the Investor Charter requires it. AI tools assist with reading filings, cross-checking figures and drafting. They do not decide a rating, and every figure that reaches a report is checked against the company's own filing. The page also says where an AI error could carry through.
Never. No demat access is taken, no transaction is executed, no funds are handled. Nothing is sold at present. When something is, fees will be payable only by the modes SEBI permits — never in cash, never to a personal account, and never to any name other than the disclosed one.
One dated letter a month on how the Indian market is priced and what the screens are saying. No stock recommendations, no card, one-click unsubscribe. Read a few issues and decide for yourself whether the reasoning is worth anything to you.
Monday to Friday, 10am to 5pm. Please call to schedule an appointment.
