Our Services
Expert financial services tailored to your needs
Swing Edge – Research‑Driven Equity Ideas for Active Investors
Swing Edge is a specialised equity research service crafted for investors seeking short to medium‑term opportunities in the stock market. Every idea delivered through this offering is backed by a disciplined research framework that blends trend analysis, price‑behaviour studies, and value‑oriented research.
How Swing Edge Works
- Structured Research Process: Each recommendation is generated through a systematic approach that evaluates market trends, sector momentum, and company‑specific fundamentals.
- Focus on Quality Businesses: The service prioritises fundamentally strong companies that demonstrate healthy financials, sustainable business models, and favourable risk‑reward characteristics.
- Data‑Driven Decision Making: Price action, volume patterns, and market structure are analysed to identify stocks that are positioned for potential swing‑based movements.
Who Is This Service For
Swing Edge is ideal for investors who:
- Prefer active participation in the market
- Are comfortable with a moderate holding period (typically a few days to a few weeks)
- Seek opportunities that balance fundamental strength with technical momentum
- Want research‑backed ideas curated by a SEBI‑registered Research Analyst through Portfoliozz
What You Gain
- Clear, actionable equity ideas
- Research notes that explain the rationale behind each recommendation
- A balanced approach combining both value and trend‑based insights
- A structured method to participate in market opportunities without long‑term commitment
Subscription
Price: ₹ 2,500 monthly
Wealth Core Long-Term Equity & ETF Research is Portfoliozz’s flagship long‑horizon research service designed for investors who believe in disciplined, research‑driven wealth creation. Built under the guidance of Ms. Ancy Jacob, SEBI RA, this service blends growth-focused insights with value‑oriented frameworks to help investors build resilient, future‑ready portfolios.
🌱 What Wealth Core Delivers
- Deep, Long-Term Investment Research
Every idea is developed through a structured research process that evaluates business fundamentals, competitive strength, financial health, and long-term scalability. - Equity & ETF Opportunities for Wealth Building
The service covers a diversified mix of high‑quality equities and well‑constructed ETFs, enabling investors to participate in long-term market growth with clarity and confidence. - Fundamental & Qualitative Analysis
Each recommendation is backed by:- Detailed financial analysis
- Business model evaluation
- Management quality and governance checks
- Long-term growth potential assessment
- Disciplined Allocation Frameworks
Research insights are presented with a focus on risk‑adjusted returns, portfolio fit, and long-term compounding potential—helping investors make informed, structured decisions.
🎯 Who Is This Service For
Wealth Core is ideal for investors who:
- Prefer long-term, research-led portfolio building
- Seek clarity and conviction in equity and ETF selection
- Want a disciplined, fundamentals-driven approach to wealth creation
- Value professional, SEBI-compliant research for building a strong financial foundation
Subscription
Price: ₹ 36,000.00 Yearly
Quantitative Research for F&O (Intraday – Short Term) Matrix is Portfoliozz’s specialised quantitative research service crafted for derivatives traders who rely on systematic, rule‑based decision frameworks. Designed under the guidance of Ms. Ancy Jacob, SEBI RA, Matrix transforms market data into actionable insights tailored for fast‑paced intraday and short‑term F&O environments.
📊 What Matrix Delivers
- Data‑Driven Trading Insights
Research is built on quantitative models that analyse price behaviour, volatility structures, and statistical tendencies across index and stock derivatives. - Systematic, Rule‑Based Frameworks
Every insight is derived from objective, model‑driven logic—eliminating emotional bias and supporting disciplined execution. - Intraday to Short‑Term Focus
The service is designed for traders operating in high‑frequency, short‑duration setups where precision, timing, and risk control are essential. - Quantitative Indicators & Pattern Models
Matrix incorporates:
- Statistical pattern recognition
- Volatility and momentum metrics
- Probability‑based setups
- Back‑tested model behaviour
🎯 Who Is This Service For
Matrix is intended for:
- Experienced derivatives traders who understand the mechanics and risks of F&O
- Market participants who prefer systematic, model‑driven trading approaches
- Traders seeking quantitative clarity in intraday and short‑term decision making
- Individuals comfortable with high‑risk, high‑discipline trading environments
Subscription
Price: ₹ 6,000.00 monthly
Intraday Equity Research Based on Momentum Day Trade is Portfoliozz’s dedicated intraday equity research service designed for traders who capitalize on short‑duration market movements. Developed under the guidance of Ms. Ancy Jacob, SEBI RA, this service identifies high‑momentum opportunities supported by real‑time technical and volume‑based analysis.
⚡ What Day Trade Delivers
- Momentum‑Driven Intraday Ideas
Research focuses on stocks exhibiting strong directional movement, breakout behaviour, or sustained intraday momentum. - Technical & Volume‑Based Validation
Each idea is supported by:- Price‑action analysis
- Volume surges and liquidity checks
- Intraday trend strength
- Key support–resistance zones
- Fast, Actionable Insights
Designed for same‑day execution, Day Trade highlights opportunities where timing, precision, and discipline are essential. - Market Behaviour Interpretation
The service studies intraday volatility, sector rotation, and momentum cycles to identify stocks with favourable risk‑reward setups.
🎯 Who Is This Service For
Day Trade is ideal for:
- Active intraday traders seeking structured, research‑backed trade ideas
- Individuals who prefer momentum‑based trading approaches
- Traders comfortable with quick decision‑making and disciplined risk management
- Market participants looking for SEBI‑compliant intraday equity research
Subscription
Price: ₹ 2,500.00 monthly