In-house research & trading firm
Every move, crafted with purpose.
Invest Wizard is a team of young, dynamic professionals trading Indian equities and derivatives — guided by a NISM-certified research panel, and built on fundamental research, disciplined risk management and absolute integrity.
Who we are
We are a team of young and dynamic individuals who track and trade in Indian equities and the derivatives market. Our panel comprises NISM Certified Research Analysts, under whose guidance our in-house research and execution is carried out.
Our endeavour is rigorous fundamental research — the key to getting invested into the right companies. Valuation stays front of mind as we invest, shaped by macroeconomic developments and market conditions.
Our focus is largely on tracking capital flows across global markets and deriving new and better trading techniques on broader swings. Our investment process combines independent research, market analysis, risk management and disciplined capital allocation — always with a strong emphasis on capital preservation and risk-adjusted returns.
We manage an in-house fund predominantly in Indian equities and derivatives, catalyzing growth and value creation through our trading. With a talented bunch of intellectuals, we specialize in discovering fundamentally strong businesses with the potential to generate decent ROIs.
Every day, we believe that each move of ours should be crafted with purpose — to empower the capital invested and shape the next era of economic and commercial transformation, with absolute sharpness, precision, integrity and edge.
A disciplined funnel from research to execution
Every idea we act on moves through the same four gates, narrowing from broad research down to a conviction-weighted position — no shortcuts, no exceptions.
Fundamental Research
Rigorous, bottom-up research into business quality is the starting filter for every idea we pursue.
- Business quality assessment
- Financial performance
- Industry dynamics
- Valuation & management assessment
Technical & Market Analysis
We overlay price and market behaviour on fundamentally sound ideas to time entries around broader capital flows.
- Price structure & trend analysis
- Momentum
- Volume & market breadth
- Market cycles
Risk Management
Capital preservation comes before returns — every position is sized and monitored within strict risk parameters.
- Position sizing
- Portfolio concentration limits
- Stop-loss / risk parameters
- Exposure management & drawdown monitoring
Disciplined Execution
Independent research, market analysis and risk management converge into disciplined, conviction-weighted capital allocation.
- Conviction-weighted position building
- In-house execution across equities & derivatives
- Continuous review against risk-adjusted return targets
- No deviation from process under market pressure
What we believe — and what we refuse to do
Discipline is easiest to define by its edges. Here is where ours are drawn.
What we do
- ✓Anchor every idea in rigorous, independent fundamental research
- ✓Size and monitor every position within a defined risk framework
- ✓Track capital flows across global markets to inform local decisions
- ✓Let discipline and process, not emotion, drive capital allocation
What we don't do
- ✕Chase short-term hype or speculative trends
- ✕Take positions without a risk framework or stop-loss in place
- ✕Let emotion override process during volatile markets
- ✕Compromise on ethics, integrity or transparency for returns
“Being an in-house research & trading firm, we want to create an exclusive niche in the era of investing and trading across varied available financial instruments. We diligently pursue the truth and knowledge guided by a well-trained professional team without compromising on ethics.”
— Our VisionGrowth and value creation, engineered with discipline
We catalyze growth from in-house trading of Indian equities and derivatives — discovering fundamentally strong businesses with the potential for decent, risk-adjusted returns.
Capital preservation first
Risk-adjusted returns are our benchmark — every position is bound by defined exposure and drawdown limits.
Global lens, local execution
We track capital flows across global markets to inform sharper, better-timed trading techniques at home.
A credentialed panel
In-house research and execution run under the guidance of a NISM-certified research analyst panel.
Ready to talk about investing with a disciplined, research-first trading firm?
Get in TouchA young, dynamic panel behind every decision
Research, risk and execution run under the guidance of a NISM-certified panel.
Neeraj Sharma
Founder, Invest Wizard
Over 25 years of rich experience in BFSI & Equity and Derivative Markets, devising business plans and strategies to accelerate growth.
Rutvi Doshi
Equity Research Analyst
NISM Certified Research Analyst (15) and CFTE holder with rich experience across Equity Research firms and money markets.
Kanishka Prajapati
Fundamental Research
CFA Level 1 candidate driving QoQ and YoY fundamental health analysis across Indian Inc., domestic and international markets.
Bhavya Bhavsar
Executive Secretary
Versatile, seasoned professional across Talent Acquisition & Operations, skilled in data analysis and visual communication.
Let's talk about investing with discipline
Reach out to learn more about our approach, or to start a conversation about investing with Invest Wizard.