Research Methodology
A structured, research-driven approach combining fundamental analysis, technical validation, and risk assessment
Tradelogy Wealth follows a structured, research-driven approach combining fundamental analysis, technical validation, and risk assessment. Our research is prepared in compliance with SEBI (Research Analyst) Regulations and is purely informational, with no execution, PMS, or discretionary portfolio management.
Our Research Process
A systematic approach to identifying and evaluating investment opportunities
1. Idea Generation
Business & Sector Screening
We identify investment ideas through comprehensive business and sector screening processes
- Industry trend analysis
- Market opportunity assessment
- Competitive landscape mapping
- Macro-economic factor consideration
2. Fundamental Evaluation
Company Assessment
Evaluate companies on earnings quality, balance sheet strength, scalability, and governance
- Earnings quality analysis
- Balance sheet strength assessment
- Scalability potential evaluation
- Corporate governance review
3. Technical Validation
Price Trend Analysis
Validate views using price trends, momentum, and volume analysis
- Trend analysis and confirmation
- Momentum indicator assessment
- Volume pattern analysis
- Support/resistance identification
Risk Management Framework
Proactive risk assessment integrated throughout our research process
4. Risk Identification
All risks are identified upfront before any investment decision
5. Position Sizing
Positions are indicatively sized based on risk-reward parameters
6. Continuous Monitoring
Ideas are continuously monitored for changes in fundamentals, market conditions, and risk-reward dynamics
Key Risk Parameters
Sample Research Reports
Examples of our comprehensive research analysis and reporting style
Technology Sector Analysis
Information Technology
Analysis Includes:
Banking Sector Review
Banking & Financial Services
Analysis Includes:
Pharma Sector Outlook
Pharmaceuticals
Analysis Includes:
Mandatory Disclosures
As per SEBI Research Analyst Regulations, 2014
Conflict of Interest
We maintain independence in our research. Any potential conflicts are disclosed in research reports.
Investment Holdings
Any positions held by the analyst or related parties in recommended securities are disclosed.
Research Independence
Our research is independent and not influenced by any external parties or brokerages.
Service Scope
Our research is purely informational, with no execution, PMS, or discretionary portfolio management services.