Independent Equity & Investment Research
Research-driven insights for informed financial decisions
An independent equity research and investment research consulting practice led by Akash Patel, delivering high-quality fundamental analysis, technical analysis, valuation insights and portfolio review.
About Us
Akash Patel is an independent equity research and investment research consulting practice led by Akash Patel, a SEBI Registered Research Analyst (Registration No. INH000027007).
Our focus is to provide high-quality equity research, fundamental analysis, technical analysis, valuation insights, portfolio review, and investment research to help investors make informed financial decisions.
Areas of Expertise
Educational Qualifications
- Master of Business Administration (MBA) S.R. Luthra Institute of Management, Surat
- Bachelor of Engineering (Electronics) Sardar Vallabhbhai National Institute of Technology (SVNIT), Surat
Professional Certification
- NISM Series XV – Research Analyst Certification
Our Vision
To empower investors through independent, research-driven investment insights while maintaining the highest standards of ethics, transparency, and regulatory compliance.
Our Values
- Integrity
- Transparency
- Professionalism
- Investor First Approach
- Research-Driven Decision Making
We aim to serve Retail Investors, HNIs, Family Offices, Corporate Clients, and Institutional Investors through disciplined research and analytical excellence.
Services
A focused suite of research and analytical services built around disciplined, data-driven decision making.
Equity Research
Comprehensive research reports covering business fundamentals, financial performance, industry outlook, growth prospects, and valuation analysis.
Technical Analysis
Price action analysis using market structure, trend analysis, support-resistance zones, volume analysis, and multiple timeframe studies.
Fundamental Analysis
Detailed evaluation of company financials, earnings growth, profitability, balance sheet strength, cash flow generation, and management quality.
Portfolio Review
Review of existing investment portfolios with a focus on risk assessment, diversification, portfolio quality, and investment suitability.
Investment Research
Customized research and analytical support for investors seeking data-driven investment decisions.
Research Consulting
Research support for Retail Investors, HNIs, Family Offices, Corporate Clients, and Institutions.
Engagement Models
Flexible ways to work together, tailored to your research needs.
SEBI Disclosure & Disclaimer
Registration Details
- Name of Research Analyst
- Akash Jayantibhai Patel
- SEBI Registration Number
- INH000027007
- Registration Status
- Registered with SEBI as a Research Analyst.
- Registered Office Address
- 56, Shakti Vijay Society, Nr. Saru Nagar, Piplod, Surat-395007, Gujarat, India
- Contact Details
- Mobile: +91 9537723253 | Email: sales.tirtha@gmail.com
Purpose of Research Services
The research reports, analyses, technical views, fundamental insights, and recommendations published on www.akashpateladvisory.co.in are prepared solely for the internal use and personal consumption of the subscribed client/reader.
No content on this website constitutes an offer, solicitation, or recommendation to buy or sell any securities or financial instruments.
The information provided is general in nature and does not constitute personalized investment advice tailored to any specific individual's financial goals, risk appetite, or tax status.
Nature of Services & Non-Execution of Trades
The Research Analyst provides independent research and analytical reports only.
No Trading on Behalf of Clients: The Research Analyst does not execute or carry out any purchase or sale transactions on behalf of clients, nor does he manage discretionary or non-discretionary portfolios.
Clients must independently execute all investment and trading decisions through their own registered brokers and trading/demat accounts.
Standard Risk Disclosures
Market Risk: Investments in securities and financial markets are subject to market risks. Prices and values of equities, derivatives, and other instruments may fluctuate due to macroeconomic factors, company-specific developments, liquidity conditions, and geopolitical events.
No Guaranteed Returns: Past performance, if referred to, is strictly non-indicative of future results. Research recommendations do not provide any assurance, guarantee, or fixation of returns.
Loss of Capital: Investment in financial markets, particularly derivatives and leveraged products, can lead to substantial or complete loss of invested capital. Clients are solely responsible for all financial outcomes resulting from their own trading decisions.
Disclosures Pertaining to SEBI Compliance & Master Circular Guidelines
No Assured Profit: Registration granted by SEBI, enlistment with a SEBI-recognized supervisory body (RAASB), and certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.
Artificial Intelligence (AI) Disclosure: In compliance with SEBI regulatory standards, it is hereby declared that no AI tools are used in the generation of research reports or delivery of core research services to clients.
Fee Structure & Ceilings: Fees charged to individual and HUF clients strictly adhere to the maximum ceilings mandated by SEBI/RAASB from time to time (currently capped at ₹1,51,000 per annum per family of client, excluding applicable statutory taxes). All fee payments are accepted strictly through traceable electronic non-cash modes (UPI, bank transfer, NEFT/RTGS).
Conflict of Interest & Disclosures
The Research Analyst maintains appropriate policies to identify, manage, and disclose actual or potential conflicts of interest arising from commercial relationships, personal holdings, or other activities in accordance with SEBI (Research Analysts) Regulations, 2014.
Specific material conflicts of interest, if any, concerning a specific issuer or security will be explicitly disclosed within the respective research report or recommendation.
Disclaimer
This recommendation is exclusively for subscribed clients. Investments in securities are subject to market risks. This recommendation does not guarantee profits or assure protection against losses. Clients are responsible for their own investment decisions.
⚠️ Statutory Warning
Investments in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
Contact Us
For research services and consulting enquiries, reach out through any of the channels below.