Core Investment Product

This product is a fusion of value & momentum investing where we invest in businesses that are undervalued by market participants & give strong technical breakouts. Capital protection is as important to us as return on investments.


Happy Clientele


Value added services


Holding Horizon (months)

Advisory Product Details

Diversified into multiple sectors
Target Market Cap
Time Horizon
1.5 - 2 Years (Long Term)
Number of stocks (annually)
Exit calls will be provided
Fees & Period
₹25,999/12 months
Max Exposure to a stock
upto 10%
BSE 500
Monthly Performance Statement
Sample Report

Our Approach

About Our Investors - Investor X Webflow Template
About Investors - Investor X Webflow Template
Capital Protection

“Return of Capital” is as important as “Return on Capital” We lay more emphasis on the downside risk than the expected return.

VALUE Investing

It is a strategy where we buy the best businesses which are undervalued by the market participants or the value of a stock is set to expand looking at the upcoming growth triggers in near future.

Investment Philosophy



  • Growth Visible > 15% For Next 1-3yrs
  • D/E < 1.6
  • Positive Cash Flow Outlook
  • Sustainable ROCE/ROE



  • Meeting Managements
  • Connecting With Dealers    and Suppliers
  • Meeting Industry Competitors
  • Conference Calls



  • Sectoral Index Breakouts
  • Multi Year Breakouts
  • Surpassing Crucial EMAs
  • High Volume Spurt along with Delivery percentage
  • 52week & ATHs



  • Competitive Edge
  • Sectoral Leadership
  • Management Pedigree
  • Large Addressable Market Size

Things we avoid in our Investments

Corporate Governance Issues

Highly Pledged

Expensive Valuations

Sectors which we don't understand

Daily Stock Price Movements

High Leveraged Balance Sheet

No Business Growth Visibility over 2 years

What our clients say about us

"Finterest backed me up for my journey of investments from Fixed deposit to Stock Market. Like many new investors, I spent the majority of my time planning for my investments, but pay little or no attention to the fundamentals and technical depth. Finterest has helped me to achieve financial independence with thriving returns.
My best investment was subscribing to the momentum plan which has given me multiple returns to date.
Keep up, guys!"

Bronika Gandhi

Sr. Analyst portfolio management & Research
Sat Industries Limited

Rarely you come across people, who have high depth understanding of business, financial understanding and mindset of an investor! They have been genuinely checking all boxes. I have seen my portfolio booming because of their guidance and being member of your prime batch! Keep up the good show and don’t forget to include me in your product for momentum investment! More power to you and the #PrimeMembersClub! 

Sachin Arora 

Head Data & AI AWS India 

"I have been associated with them since early 2021. Right from their first pick Balaji Amines which went 5 times too many other picks that have blossomed and turned out multi-multi baggersggers. The beauty of their picks is that they are thoroughly researched, safe bets irrespective of the market up-downs. In addition, they share a lot of knowledge and information which makes you an informed investor. "

Ashwin Shanbhag 

M&A consultant, MSC Consulting Germany

"They are one of the finest and the most pre-eminent in the advisory space. Every pick shared is backed by tremendous research and a sole commitment to making your hard-earned money work the best for you in terms of returns. Prime snippets and amazing analytical thesis on companies with explanations of queries related to every investor are the best. I have yet in my two years of association haven't come across a single dud pick that tells the complete success story of the team. Kudos to the entire team, wishes for the new product rollout on momentum and congratulations to you (The reader, user and customer) for being at the right place. "

Bhavik Merchant 

VP MCB Yes Bank 


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