At Value Wiser, we Believe

We're the next Multibagger

Sebi Registered Research Analyst Firm Nism No.-202100147142

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Challenges for Investors

  • Is my money working for me, or am I working harder for my money?
  • Is my portfolio built for both market storms & calm waters?
  • Have I captured the best 50 days in the last 24 years, or have I missed out?
  • Is my diversification solid enough to sail through all market cycles?

Why Value Wiser

We’re a fully equipped Small Ship with Tough Built-IN for Stormy Sea’s & Calm Waters

Total Experience over decade & a SEBI Registered Firm
Proven MISSILE Audit of Team ValueWiser
Optimal Risk to Reward Ratio (1:4/5)
Pyramiding for Drawdown Protection's
Thematic Portfolio
Monthly Review & Quarterly Rebalancing

Our Track Record

Name Recommendations Recommended Price Last Tracking Return(%)
BIRLA MONEY
APR/MAY2024
109
241.06
121.6%
PPL PHARMA
APR/MAY2024
138
260.6
88.84%
AMI ORGANICS
APR/MAY2024
1220
2051.35
68.14%
LLOYD SME
APR/MAY2024
696
1153.75
65.77%
TD POWER SYS.
APR/MAY2024
289
466.65
61.47%
TEXRAIL
APR/MAY2024
169
231.58
37.03%
SAPPHIRE
APR/MAY2024
241
314.3
30.41%
AARTI PHARAМА
APR/MAY2024
449
584.9
30.27%
AAREY DRUGS
APR/MAY2024
48
58
20.83%
DR LAL PATH
APR/MAY2024
2358
3026.9
28.37%
QUESS CORP
APR/MAY2024
611
719.65
17.78%
TV TODAY
APR/MAY2024
229
208.73
-8.85%
Manappuram
OCT2024
140
181.44
29.6%
JUBILANT
NOV2024
550
682.9
24%
MOIL
NOV2024
310
370
19%
BLUEDART
NOV2024
7600
7715
1.5%

Meet The Value Wiser Team

Ankit Sharmа

Founder & Director Business Development

M.B.A in Finance
8+ yrs-Financial Markets

Ajeet Singh

Advisory Board

EX-Marketing Head
(Japenese MNC)

rohit
CA. Rohit Mittal

Research Head

9+ yrs. of experience in Financial Analysis & Valuation

CA. Sakshi Katara

Senior Research Analyst

9+ yrs. of experience in Financial Analysis & Valuation

Pragati
Ms. Pragati Aggarwal

Equity Research Analyst

NISM Research Analyst 3+ years of experience, ex-R Money

..........
Equity Research Associate

Protective Measure's For Multi-factor Portfolio

  • Liquidity Flow & Thematic Plays
  • Quality Check & Ratio Analysis
  • Valuation comfort & Technical Check
  • Risk/Reward Check for every investment
  • Pyramiding
  • Frequent Weekly Review & Live Market Tracking
  • Defensive Bets & Cash Averaging

Case Study

We’re a fully equipped Small Ship with Tough Built-IN for Stormy Sea’s & Calm Waters

Case Study

Feb 2024:
After significant correction in Small & Mid Caps, we recommended 12–15 stocks, delivering an average return of 30–40% within the quarter.

July 4:
Amid market uncertainty post elections, we held 30% cash and reinvested on June 5, capitalizing on a 15% correction.

May–June:
Profit booking in Defence theme, reducing exposure from 6% to 2%.

October Newsletter: Recommended holding 30% cash when Nifty was near 25,800.

Our Approach
  • Hospitality & capital goods catering to the upper middle class.
  • Railway infrastructure companies.
  • Defensive Exports (Pharma & Chemicals)
Strategic Approach
  • Holding 25-30% in cash reserves.
  • Monitoring potential credit defaults and middle-class financial pressures.