Institutional-grade research,delivered with discipline.
Niveshak powers Ask Nivesh Guru's research desk — from drafting equity reports and execution strategies, to onboarding clients and distributing recommendations with compliance built-in.
Everything you need to run a research desk.
Designed around the Ask Nivesh Guru workflow — minimal, premium, and institutional.
Research Report Builder
Compose Buy/Hold/Sell recommendations with thesis, technicals, fundamentals and disclosure in a single workflow.
Execution Strategy
Reusable parameter/value templates synced with each report — allocation, max weight, exit framework and more.
Model Portfolio
Maintain a live model book that mirrors your published calls — coming soon.
Compliance First
Built around SEBI RA obligations — analyst disclosure, conflict of interest and risk disclaimers on every report.
Client Distribution
Publish reports to subscribed clients — Aadhaar eSign onboarding via Leegality is on the roadmap.
Lightweight & Reliable
Built for a single owner-operator. No clutter, no over-engineering — just the tools you actually use.
A disciplined three-step workflow.
Draft
Create a research report with company basics, thesis, technical and fundamental analysis.
Strategise
Attach a reusable execution strategy template with allocation and risk parameters.
Publish
Publish the report — distribution to onboarded subscribers happens automatically.
Ready to onboard your first client?
Sign up to access the research desk. Onboarding takes minutes.