Equity Research · High-Conviction Investing

We Don't Pick Stocks.
We Buy Stories
That Play Out.

Five non-negotiable filters. High-conviction positions. Zero guesswork.

The CLEAR Framework

Five filters. Zero guesswork.

  • C
    Catalyst
    The Story
    500
  • L
    Level of Entry
    Price Discipline
    120
  • E
    Earnings
    Growth First
    45
  • A
    Accountability
    Management
    18
  • R
    Risk-Reward
    Asymmetric
    8
01 / 05
The Story
Behind the Stock
Structural themes with 18–36 month visibility. PLI-driven manufacturing, China+1, EV ecosystem, AI infrastructure. If we can't explain the thesis in one sentence, we don't invest.
Theme First
"If there's no articulable theme, there is no position."
02 / 05
Price as
Discipline
A great story at the wrong price is still a bad trade. We seek names at a discount to their 3–5 year average multiples. No chasing. No FOMO. Entry discipline separates ideas from actual returns.
No FOMO. Ever.
"We wait. And when we act, we act with full conviction."
03 / 05
Growth Before
Re-rating
Revenue CAGR >15%, expanding margins, operating leverage visible 6–18 months ahead. We enter before analyst upgrades - seeking growth the market hasn't priced in yet.
Underappreciated Growth
"We want to be early, not first - and definitely not late."
04 / 05
Management
is the Moat
Capital allocation, promoter skin in the game, RPT scrutiny, governance quality. Internal 0–10 rubric. Minimum 6.5 to qualify. No exceptions.
Post-Adani Diligence
"A great business with poor stewards is a value trap."
05 / 05
Asymmetric
by Design
Upside must be at least 2× the downside. For every ₹1 of risk, we target ₹2+ of reward. Thesis risk, valuation risk, event risk - all mapped before entry.
2 : 1 Minimum Ratio
"Concentrated enough for returns. Diversified enough for sleep."
Investment Portfolios

Three baskets.
One discipline.

All portfolios are built on the CLEAR framework. Differentiated by approach - not by conviction.

Flagship · High Conviction

AlphaLeap

India's best structural stories, held with conviction.

Stocks
15–20
Horizon
36M+
Min. Investment
₹5L
Rebalance
Quarterly
Access Portfolio →
Rules-Based · Factor Screened

Alpha Momentum

Systematic discipline. Factor-screened. Quarterly rebalanced.

Stocks
20–25
Horizon
12M+
Min. Investment
₹3L
Rebalancing
Quarterly
View Strategy →
Active · SWIP

SWIP

Strategic Weekly Investment Positions. Momentum-driven. Time-bound conviction.

Horizon
2 Wks – 3 Mo
Signals
Live
Style
Momentum
Risk : Reward
1 : 2
Access Dashboard →
Research

Ideas before
the upgrade.

Structured research notes and long-form blogs. Each one opens directly.

Get Started

The story is just
beginning.

Research-driven capital for serious investors who want to understand what they own. Reach us directly on WhatsApp - we respond same day.

Join Community Chat on WhatsApp Start with CLEAR
Research & Insights

Ideas before
the upgrade.

Long-form research, market narratives, and investment analysis by the Investace team.

Fetching articles
Investace Equity Research & Investment Framework
BSE Supervisor Body · BSE Enlistment No: 6315
Est. SM Research Services Pvt Ltd · Since 2024
Siddhesh Pednekar
SP
Principal Officer · Co-Founder

Siddhesh Pednekar

Siddhesh is the Principal Officer and Co-Founder of InvestAce Capital, leading the firm's equity research and investment framework. His expertise spans fundamental research, business analysis, and the identification of long-term wealth creation opportunities across Indian equities. Driven by a passion for investor education and disciplined investing, he combines rigorous research with practical market insights to simplify complex investment decisions. His work is focused on delivering transparent, unbiased research that helps investors build conviction and make informed financial decisions with confidence.

Equity Research Principal Officer Co-Founder Investment Framework Wealth Management
View LinkedIn Profile
Kavish Raj Singh
KR
Co-Founder · Equity Research Analyst

Kavish Raj Singh

Kavish is the Co-Founder and Equity Research Analyst at Investace Capital. A B.Tech in Electronics and Communication Engineering from Vellore Institute of Technology (VIT), Vellore, he brings deep expertise in equity research, portfolio construction, and capital allocation frameworks, combining rigorous fundamental analysis with long-term conviction to identify high-quality compounding opportunities. He writes long-form market research and is a thought leader in the investment space.

Equity Research Research & Insights Capital Allocation Market Research
View LinkedIn Profile
Nimish Nadkarni
NN
Co-Founder · Director

Nimish Nadkarni

Nimish is a Qualified Personal Finance Professional with over 15 years of experience across key account management, wealth management and client partnerships. As a Co-Founder/Director at Investace, he works closely with investors to understand their financial goals, risk profile, and life-stage requirements, translating them into tailored investment blueprints. Known for his 'Client First' approach, Nimish specializes in comprehending client behaviour and translating it into a holistic wealth optimization strategy. He is committed to building long-term relationships through trust, transparency, and clear communication, ensuring investment decisions remain aligned with clients' evolving objectives.

Wealth Management Client Partnerships Investment Planning Co-Founder Director
View LinkedIn Profile
Work With Us

Ready to speak
with the team?

A focused 15-minute conversation. We review your current capital picture - no products, no pressure, no obligation.

Chat on WhatsApp