The Kaveri Equity Research and Analysis Service aims to help investors develop the skill set to track multiple businesses and make quick, independent capital allocation decisions with a disciplined mental framework. Its service and courses shall equip investors with essential insights, enabling them to streamline research methods without the need for intricate tools or jargon. The Equity Research and Analysis Service invite passionate, curious investors from any background to learn with us.
(कावेरी इक्विटी रिसर्च और एनालिसिस सर्विस का मकसद निवेशकों को ऐसी काबिलियत विकसित करने में मदद करना है, जिससे वे कई व्यवसायों पर नज़र रख सकें और एक अनुशासित सोच के साथ, तेज़ी से और स्वतंत्र रूप से पूंजी निवेश के फैसले ले सकें। इसकी सेवाएं और कोर्स निवेशकों को ज़रूरी जानकारी से लैस करेंगे, जिससे वे बिना किसी मुश्किल टूल या तकनीकी शब्दों के इस्तेमाल के, अपने रिसर्च के तरीकों को आसान बना सकेंगे। इक्विटी रिसर्च और एनालिसिस सर्विस किसी भी पृष्ठभूमि से आने वाले, जोशीले और जिज्ञासु निवेशकों को हमारे साथ सीखने के लिए आमंत्रित करती है।)
“The stock market can change your life and address”
Annual Membership Program on the website with the following segments
I will understand the basic concepts of Micro & Macroeconomics, and alternative investments in simple language.
Sector Analysis, where I shall deep-dive into 20+ sectors in India and compare all the business models and products in them.
Covering the basics of equity research, including reading corporate documents (results PPT, conference calls, press releases, and business updates) and technical analysis, you can then decide on selecting/rejecting a stock in a quick time.
Financial statements and ratio analysis with case studies across multiple sectors and companies.
Quarterly Good Stock Series with separate Videos and Research Reports in PDF format on the best opportunities in the stock markets.
Sharing the updated Excel sheets on my watch list businesses at the end of every quarter.
The IPO corner, where I shall discuss the newly listed companies and make separate videos on them.
Under the passive investment, Mutual Funds and Commodity analysis
Access to all the upcoming quarterly Portfolio Analysis Workshops (live and Recordings).
Fundamental and Technical Checklist for Investment (Course Recordings)
Each segment will have its own set of videos that will keep appearing on the website for members every week.
This way, I will provide all the value in one place, and you can continue learning and staying updated with me without going anywhere else.
LIVE Q&A sessions with the members on video meetings every alternate Sunday, where we interact with the members at an individual level.
I shall ensure that you avoid the noise and develop good judgment in the stock market.
This Program is going to change your life.
Investment in securities market is subject to market risks. Read all the related documents carefully before investing.
Displayed in this website and content are purely for Knowledge purpose and shall not be treated as an advice or opinion of any kind.
Related to the firm shall be held liable/responsible in any manner whatsoever for any losses the viewers may incur due to acting upon this content.
Any opinion on a specific position, such suggestion/view under any circumstances shall not be considered as an advice. I am not liable for any losses whatever the client may incur in accepting this opinion.
Warranty or guarantee as to the accuracy, completeness or timeliness of the information (including news, prices, statistics, analysis and the like) provided through this platform. In no event shall I be liable to any person for any decision made or action taken in reliance upon the information provided by me.
DISCLAIMER
About Dr. Ratan Lal
My journey into the stock market did not begin with privilege or a financial background but with real struggles, resilience, and self-learning. Coming from a marginal farming family, he started his career as a guest faculty member in the Department of Applied and Regional Economics at M.J.P. Rohilkhand University, Bareilly (UP), in 2007. As of present, I am a Professor of Economics, primarily teaching and researching in the fields of Microeconomics, Macroeconomics & Financial Institutions, as well as the Indian Stock Market through Equity Research. Ph.D. in Applied and Regional Economics & Master’s and Bachelor’s degrees in Economics from M.J.P. Rohilkhand University, Bareilly, UP and qualified Research Analysit exam from NISM From being an intraday trader to evolving into a long-term investor, my journey is a living testament to the transformative power of the stock market. Today, he continues to guide investors and students with the same philosophy that shaped his own success: discipline, patience, and the courage to believe in one method, fundamental & technical analysis and management quality and guidance. And even now, I proudly call myself a student of the markets, because in investing, learning never ends.
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Our Services
In-depth equity research and analysis tailored for Indian stock markets
Equity Research Reports and Videos
Online Courses
Step-by-step equity research training with video lessons and live support
Step-by-step equity research training with video lessons and live support
WHAT EQUITY RESEARCH ANALYSIS SERVICES OFFERS?
An equity research and analysis service is designed to train you to analyse stocks (companies) and make investment decisions like a professional analyst. Here’s a clear breakdown of what such programs typically offer:
(इक्विटी अनुसंधान और विश्लेषण सेवा आपको स्टॉक्स (कंपनियों) का विश्लेषण करने और एक पेशेवर विश्लेषक की तरह निवेश संबंधी निर्णय लेने के लिए प्रशिक्षित करने के उद्देश्य से तैयार की गई है। ऐसे प्रोग्राम आमतौर पर क्या-क्या सुविधाएँ प्रदान करते हैं, इसका स्पष्ट विवरण यहाँ दिया गया है)
Core Knowledge & Concepts
Macro & Microeconomic Analysis (Economy + Industry trends)
Understanding Stock Markets & Securities
Financial Statement Analysis (Income Statement, Balance Sheet, Cash Flow)
Company & Industry Analysis
How to analyze a company's business model
Study industry competition & pace of sales growth drivers
Evaluate management quality & risks
Forward Management Guidance for next quarter and FY
This helps you decide whether a company is strong or weak
Valuation Techniques
Historical P/E Ratio & comparables
Forward P/E Ratio & comparables
PEG Ratio
Investment Decision Skills
Make investment decisions professionally (Why buy and sell stocks?).
Understand risk vs return
Track market sentiment & news impact
Fundamental and Technical Analysis Checklist for Investment
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The Fundamental and Technical Analysis Checklist for Investment in Equity is designed to equip participants with lifelong skills in equity research and portfolio management. These course principles will not apply in the financial sector companies. Regardless of background, attendees can immediately apply the framework to evaluate stocks/companies with common sense.
The course has covered key areas like updated corporate document analysis, financial statement review, peer comparisons, and valuations, while examining hundreds of businesses across 15+ sectors. This course will help you identify strong stocks and avoid weak ones before investing in companies.
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