Ayush Agrawal Research has a primary focus on SMID space. We aim to provide an independent perspective on SMID companies. 

Through my research desk, I will primarily try to do analysis based on companies with a promotor vision, under-researched, at a nascent stage, young in market capitalisation, and very affordable in valuations. I will also look for arbitrage opportunities based on specific patterns and special situations I have observed.

We have a Quant Strategy based model portfolio hosted on smallcase and a research report service called SwingX where reports are shared via Zoho WorkDrive.

The SwingX reports are shared via Zoho WorkDrive. The model portfolio service is offered via smallcase.

We are currently not taking new clients or renewals for HNI Research.

SwingX Quarterly Charges are 5296/- + GST

smallcase Quarterly Charges are 7415/- + GST

I have established internal guidelines and policies designed to mitigate any potential conflicts of interest.

No free trials are offered as the recommendations are given under public appearance guidelines. 

For the same, please read the Cancellation Policy 

If we in future take any subscriptions, we will give refund when clients ask.

This is happening due to your membership ending with us on our previously offered paid plans.

1. About Research Analyst:

Ayush Agrawal (hereinafter referred to as the Research Analyst) is registered with SEBI as a Research Analyst in terms of SEBI (Research Analyst) Regulations, 2014 vide Registration number INH000013013 on September 14, 2023, having its office at First Floor, B.P. Complex, Jeevan Colony, Baldeo bag, Jabalpur, Dist- Jabalpur.

 Pursuant to which he provides research analysis services to his clients.

2. About the Individual:

Ayush Agrawal holds a degree in Post Graduate Programme in Family Managed Business and Finance Modelling & Valuation Analyst (FMVA). He has been actively involved in the security market, gaining valuable experience and knowledge in investment strategies and analysis. He has a strong analytical skill to identify investment ideas.

3. Details of Business activities:

The Research Analyst shall provide research services on low P/E companies which have promotor vision, are under researched, at a nascent stage, young in market capitalisation, and are very affordable in valuations. Apart from this, recommendations will be provided on potential arbitrage opportunities. The Research Analyst shall also be giving out recommendations on which ETFs are to be purchased to diversify portfolio to mitigate risk.

The Research Analyst will keep strict stop loss levels for all the recommendations that are given. Whenever a scenario occurs where the arbitrage does not play out and stop loss levels are breached, EXIT calls will be given.

4. Disciplinary History:

There are no outstanding litigations or no disciplinary history in my name.

5. Terms and Conditions on which Research Report is being issued:

The Research Analyst has exercised due diligence in checking the correctness and authenticity of the information contained herein, so far as it relates to current and historical information, but does not guarantee its accuracy or completeness. The opinions expressed are based on our current research as of the date appearing in the material and may be subject to change from time to time without notice.

The Research Analyst does not accept any liability arising from the use of this document or the information contained herein. The recipients of this material should rely on their own judgment and take their own professional advice before acting on this information.

The Research Analyst shall not be in any way responsible for any loss or damage that may arise to any person/s from any inadvertent error in the information contained, views and opinions expressed in this publication.

6. The Research Analyst, including relatives-

· do not hold any financial interest in the Company.

· do not have any actual/beneficial ownership of more than 1% in the company.

· do not have any other material conflict of interest.

7. The Research Analyst or its associates are not affiliated with any other intermediaries or have received any brokerage or commission from any third party.

8. The Research Analyst or its associates have not received any compensation from the Company covered by Research Analyst during the past twelve months.

9. The Research Analyst or its associates have not managed or co-managed public offering of securities of the Company during the past twelve months.

10 The Research Analyst has not served as an officer, director or employee of the Company and has not been engaged in the market making activity of the Company.

11. The Research Analyst have ensured that the facts mentioned in the research report are taken from the reliable source and information. However, the investors are advised to independently evaluate the market conditions/ risks involved before making the investment decision. 

Please Click Here to refer to same.

Please drop a mail to themicrocapinvestor@gmail.com with FAQ as Subject Line asking your query. I will get back within 24-48 hours.