Our Services

Curated Model Portfolio

Carefully selected stocks/sectors agnostic equity portfolio. Each model portfolio reflects rigorous fundamental research based stocks ideas with specific weightage.

Research Report

In-depth research reports covering stock-specific investment philosophy, sectoral themes, and macroeconomic trends. Reports include financial analysis, business model insights, valuation comparisons, key triggers & risks, in a simple & concise manner, making it easier for investors to make informed decisions.

Portfolio Rebalancing

Periodic review and restructuring of model portfolios to align with evolving market dynamics, sector rotation, and company-specific developments. This ensures optimal asset allocation, risk management, and enhanced return potential based on the latest research.

Stocks & Sectors Updates

Timely updates on existing portfolio stocks and sector outlooks through concise notes, quarterly earnings review, and management commentary insights. Keeps investors well-informed about performance, outlook, and any suggested actions.

Communication

Transparent and regular communication via WhatsApp community, Emails & Newsletters. Ensures clients stay connected with the rationale behind recommendations, performance reviews, and key market insights.

Investors’ Networking

Exclusive forums, webinars, or meetups to connect like-minded investors. Encourages knowledge-sharing, discussions on investment strategies, and building a strong investment community focused on research-driven investing.

Our Pricing

Equity Investment Made Affordable

We have a plan designed for you based on your proposed investment value and risk apetite. Take a look at our pricing options below.

Intelligent Core (iCore)

Rs.

6,000

/Year
Large, Small & Mid cap Companies
  • A meticulously curated 12–15 stocks model portfolio comprising fundamentally strong companies from NSE and BSE mainboard.
  • Investment horizon should be 1 to 3 years.
  • Dynamic rebalancing of model portfolio based on evolving market conditions, sectoral trends, and emerging investment opportunities.
  • Access to 8–10 fresh stock ideas each year, carefully selected from high-growth sectors such as AI, Data Centers, Fintech, Aerospace & Defence, Electric Vehicles, Chemicals, Manufacturing, etc.
  • Each idea is supported by concise research report and a clear investment thesis.
  • Continuous tracking and performance analysis of all model portfolio companies and its sectors.
  • Timely insights on relevant sector and company-specific developments through Email and WhatsApp channels, keeping clients updated on portfolio changes, earnings results, macro developments, and strategic decisions.

Intelligent Discovery (iDiscovery)

Rs.

10,000

/Year
Large, Small & Mid cap Companies | SME companies
  • Same model portfolio as iCore. (You will get extra SME stocks' research reports in iDiscovery)
  • Investment horizon should be 1 to 3 years.
  • Periodic rebalancing of model portfolio to reflect evolving market conditions, macroeconomic trends, and new investment opportunities.
  • Access to 10–12 fresh investment ideas annually from high-growth and emerging sectors such as Artificial Intelligence, Data Centers, Fintech, Aerospace & Defence, Electric Vehicles, Chemicals, Manufacturing, etc.
  • Each idea is supported by concise research report and a clear investment thesis.
  • Continuous tracking and analysis of all model portfolio companies and its sectors.
  • Timely insights on relevant sector and company-specific developments through Email and WhatsApp channels, keeping clients updated on portfolio changes, earnings results, macro developments, and strategic decisions.

For Family offices & Institutions

At AK Investment, we empower family offices and institutional investors with deep, independent, and research-driven equity strategies. Our services are designed to align with your investment philosophy, risk appetite, and long-term goals. Whether you're seeking high-conviction ideas, portfolio rebalancing strategies, or sector-specific insights, we offer flexible and personalized solutions.

Key Features:
1.On-Demand Equity Research    2.Tailored Equity Portfolios    3.Thematic and Sectoral Reports    4.Company specific due dilligence

Still Confused? We are just a Call Away.

Call us for more interesting discussions about investing, We will review your portfolio and will provide you the best suitable options.

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