"Clarity in complexity. Conviction in every call."
Oneiz Advisory delivers data-driven stock research, portfolio guidance, mutual fund curation, and tax-smart strategies — purpose-built for India's retail investors.
Oneiz Advisory combines quantitative rigor with deep Indian market knowledge to deliver research that was once reserved for institutional clients — transparent, data-driven, and free of product conflicts.
Every recommendation includes the full picture — rationale, risk parameters, and the macro context — so you can invest with genuine understanding, not just signals.
Five core services delivering institutional-grade research and advisory to retail investors across India — transparent, independent, and actionable.
In-depth equity research on NSE/BSE listed companies — financials, valuations, sector dynamics, and 12-month price targets with explicit buy/hold/sell ratings.
Personalized portfolio construction aligned to your risk profile, financial goals, and investment horizon — with ongoing review and rebalancing guidance.
Expert curation of mutual fund schemes across categories — SIP planning, fund comparison, and NFO analysis for every life stage and risk appetite.
Weekly and monthly newsletters with market outlook, top stock ideas, sector spotlights, and macro commentary curated for Indian retail investors.
Investment-linked tax planning aligned with Indian tax laws — LTCG/STCG optimization, tax-loss harvesting, and ELSS guidance to maximize post-tax returns.
Institutional-grade fixed income advisory covering G-Secs, corporate bonds, NCDs, and debt mutual funds — building stable, income-generating portfolios with precision yield management.
Family office support, corporate treasury advisory, and tailored research engagements on request.
Enquire →Our research strategies are adapted from an institutional quantitative framework and applied specifically to Indian equity and multi-asset markets.
Six pillars that combine institutional research discipline with the personalization retail investors need.
Quantitative framework screens thousands of securities, processes earnings data, and flags statistical anomalies — surfacing opportunities before the crowd.
Flexible model balancing equity, debt, gold, and international exposure based on India's prevailing macro environment and your personal risk profile.
Every call includes explicit risk parameters — position size, stop-loss, and scenario analysis — aligned to your risk tolerance, not just market direction.
Dedicated tracking of RBI, SEBI, government policy, FII/DII flows, and GST data to provide the macroeconomic context behind every investment decision.
Clients receive timely alerts on position updates, corporate actions, earnings triggers, and macro events — enabling decisive action without constant monitoring.
Regular performance attribution and strategy back-testing ensure our research quality compounds over time — improving across every market cycle.
A structured, four-step process — from first conversation to personalized plan in under a week.
30-minute conversation to understand your financial goals, risk appetite, investment horizon, and current holdings.
Structured assessment classifying your risk tolerance — conservative, moderate, or aggressive — to define appropriate allocation ranges.
A tailored investment plan covering equity, MFs, tax strategy, and implementation steps — with full rationale on every decision.
Regular reviews, market updates, rebalancing alerts, and 1:1 support through every market cycle — bull, bear, and everything between.
All plans include access to our research platform. Upgrade or cancel anytime.
Whether you're starting fresh or optimizing an existing portfolio, our team is ready to guide you. Book a free discovery call or send us a message.