Research-Backed.
Conflict-Free.
Built for Conviction.
SPVH's Advisory & Research platform delivers institutional-grade equity research, sector intelligence, and bespoke advisory services to family offices, UHNIs, promoter families, and institutions — with zero broking conflict and absolute analytical independence.
Independent Thinking.
Actionable Intelligence.
SPVH's Investment Advisory & Research division operates with complete independence from broking and distribution — meaning every research opinion, stock idea, and sector call is driven purely by fundamental conviction, not transaction incentives.
We serve investors who demand rigour over noise: those who want to understand why a business deserves capital — its moat, management quality, balance sheet health, and earnings trajectory — before allocating even a single rupee.
From weekly market compasses to bespoke portfolio audits, our research team provides the analytical firepower that institutional investors take for granted — but now made accessible to discerning family offices and UHNIs.
Over 5 Years
Six Ways We Create an Edge.
Each service is designed for investors who treat capital allocation as a serious discipline — not a speculative activity.
Equity Advisory
Curated equity recommendations backed by deep fundamental research — covering business quality, management integrity, valuation, and risk scenarios for each idea.
- Buy / Hold / Exit recommendations with rationale
- Entry price ranges and target horizon
- Risk factors and exit triggers defined upfront
- Ongoing monitoring and update alerts
Portfolio Review & Audit
Independent, conflict-free assessment of your existing equity portfolio — covering concentration risk, sector overlaps, hidden correlations, and alignment with your investment objectives.
- Full portfolio X-ray with risk attribution
- Sector and market-cap concentration analysis
- Underperformer identification and action plan
- Written report with actionable recommendations
Sector Research
Comprehensive sector intelligence reports covering industry structure, regulatory environment, competitive dynamics, earnings cycle, and the best-positioned companies within each sector.
- TAM, growth driver and regulatory analysis
- Competitive landscape and pricing power
- Stock screening within sector universe
- Quarterly sector update reports
Macro & Market Strategy
Macro-level market commentary and asset allocation strategy — integrating global macro signals, domestic policy environment, earnings cycle, and valuation framework to guide portfolio positioning.
- Weekly Market Compass brief
- Quarterly macro and outlook report
- Asset allocation guidance (equity / debt / gold)
- Event-driven special situation notes
Family Office Advisory
Dedicated advisory support for single and multi-family offices — acting as an embedded research partner for investment committees, providing decision-support frameworks and research infrastructure.
- Dedicated senior advisor relationship
- Investment committee research support
- Portfolio governance framework design
- Monthly review calls and annual strategy session
Institutional Research
Bespoke research mandates for PE/VC funds, corporate treasuries, and institutional investors requiring deep due diligence on specific sectors, companies, or investment opportunities.
- Pre-investment due diligence support
- Competitor intelligence and benchmarking
- Management quality and governance assessment
- Engagement-based or project-fee model
Choose How You Work With Us.
Three flexible engagement structures designed to match your level of advisory need — from curated research access to a dedicated embedded advisor.
For investors who want curated research and market intelligence — delivered consistently without needing a dedicated advisor engagement.
- Weekly Market Compass brief
- 2–3 equity ideas per month with full research note
- Monthly sector deep-dive report
- Quarterly macro strategy outlook
- Access to research portal and idea tracker
- Quarterly group webinar with the research team
For family offices and UHNIs who need a dedicated advisor — providing ongoing, personalised research support and direct access to SPVH's senior analysts.
- Everything in Research Subscription
- Dedicated senior advisor (named relationship)
- Monthly 1-on-1 portfolio review call
- Bespoke portfolio audit (semi-annual)
- Direct WhatsApp / call access to analyst
- Custom research notes on request (4 per quarter)
- Priority access to new ideas and special situations
- Annual in-person strategy session
For institutions, PE/VC funds, and corporate treasuries that need project-based research, due diligence support, or a custom research infrastructure partnership.
- Scoped research mandate (sector, company, theme)
- Pre-investment due diligence reports
- Management quality and governance assessment
- Competitor and pricing intelligence
- Expert network and channel check support
- White-label research for investment committees
Intelligence Delivered On a Schedule.
Our research calendar runs year-round — subscribers receive structured intelligence at regular intervals, with special situation notes as events demand.
Market Compass
A concise weekly brief covering market structure, sector rotation signals, key macro events, and the SPVH research team's tactical stance for the week ahead.
Alpha Ideas Report
A detailed monthly report featuring 2–3 high-conviction equity ideas — each with full fundamental analysis, valuation model, risk matrix, and a clearly stated investment thesis.
Sector Deep-Dive Series
A rotating quarterly deep-dive into a single sector — covering industry structure, regulatory landscape, earnings cycle, supply-demand dynamics, and the 3–5 best-positioned stocks.
Portfolio Audit Report
A bespoke audit of the subscriber's existing equity portfolio — assessing concentration risk, sector biases, liquidity profile, and alignment to long-term wealth objectives.
Macro & Outlook Report
The annual SPVH research outlook — covering GDP forecasts, earnings cycle projections, sector allocation framework, and the team's high-conviction investment themes for the coming financial year.
Special Situation Notes
Event-driven research notes triggered by earnings surprises, M&A announcements, regulatory changes, or management reshuffles — delivered within 24 hours of a significant market event.
200+ Companies. 12 Sectors.
Built for Investors Who Think Long-Term.
Single and multi-family offices seeking an independent research partner for investment committee support.
High-net-worth individuals managing direct equity portfolios who demand institutional-quality research.
Business families diversifying promoter wealth into listed markets through a disciplined, advisory-led approach.
Companies deploying surplus liquidity through structured equity strategies with advisory oversight.
Non-resident Indians allocating to Indian equities through PMS or direct holdings with research support.
From Conversation to Conviction in 5 Steps.
We understand your investment philosophy, current portfolio, risk appetite, and what you expect from the advisory relationship.
We match you to the right engagement model (Subscription / Retainer / Bespoke) and define the research scope, cadence, and deliverables.
Agreement signing, SEBI IA KYC documentation, risk profiling, and portal access setup — completed within 72 hours.
Structured delivery begins — weekly briefs, monthly ideas, quarterly deep-dives, and on-demand advisory support throughout the engagement.
Periodic performance reviews, call accuracy tracking, and engagement calibration — ensuring the advisory keeps pace with your evolving objectives.
Why Serious Investors Choose SPVH Research.
We do not run a broking desk. Every research call is driven purely by fundamental conviction — no transaction commission incentive distorts our views.
Our analysts conduct 600+ management interactions and channel checks annually — primary research drives our views, not recycled sell-side consensus.
We place capital allocation quality and management integrity at the centre of every investment thesis — because the best businesses are run by the best managers.
Our equity advisory idea tracker is maintained transparently — every published idea, its entry date, and realised outcome is archived and available for client review.
Retainer clients get direct access to the analyst who covers their stock — not a customer service team. Real conversations with the actual researcher.
SPVH is a SEBI Registered Investment Adviser operating under full regulatory compliance — including mandatory risk profiling, suitability assessment, and fee disclosure norms.
Start a Research Conversation
That Changes How You Invest.
Whether you want a quick portfolio audit or a long-term research partnership, our team is ready to build a custom advisory engagement around your goals. No obligation. No sales pitch.