Building your wealth, together, brick by brick.
As a SEBI-certified investment advisor with registration number INA000021225, We help clients achieve their financial goals through well-researched advice and ongoing, reliable support.
Our vision is "To be a trusted partner in building long-term wealth through transparent, research-driven investment advice." Our strategy focuses on margin of safety and thorough analysis of companies, combining both fundamental and technical insights. The advisory service deals with equities in Indian market.
We primarily focus on businesses having dominant competitive advantage /Moats such as Brand, Network Effects, Economies of scale, Switching cost etc., Special Situations and Turnarounds. We ride the identified businesses during their growth stage. Our services are designed for working professionals (aged 22-55) who have a foundational understanding of investing and are focused on compounding their capital patiently.
About
"Professionalism, combined with a deeply personal touch, makes all the difference."
— Jitender K., ClientMy investing journey started eight years back when I stumbled upon ValuePickr forum, a community of budding investors. Investing quickly captured my interest, and I immersed myself in reading various investing books and started investing modest amount. What began as a deep dive into business fundamentals and value investing gradually evolved into fulltime passion. My engineering background and MBA education facilitated me during my investing journey; this, coupled with 15+ years of diverse corporate experience across various industries honed my ability to discern between good, bad, and brutal businesses. Investing has been key in fulfilling my financial independence objective.
You can learn more about my professional background on my LinkedIn Profile.
Our Services
You will receive well researched reports on investment thesis, accompanied by timely updates and actionable recommendations on buying, selling, and pyramiding strategies—tailored to the service you choose. For more details, refer to FAQs or contact us. Below are the services offered:-
Long Term Advisory
We combine:
- Fundamental Analysis(What to buy?): To identify solid, value-driven businesses.
- Technical Analysis(When to buy/sell?): To understand market trends and optimize timing.
- Behavioral Finance(Managing greed, fear, biases): To capitalize on market inefficiencies driven by investor psychology.
To identify good and great businesses available at decent valuations and entering a phase of growth after consolidation so as to capture maximum value creation and timing exits. This integrated approach creates robust, resilient portfolios, designed to deliver superior, risk-adjusted returns for your sustained financial growth. Examples of recent successes-Manappuram finance in 2017/19, IEX in 2021/22, DHP India in 2022, Elecon engineering in 2022/24, Sterlite Tech in 2025/26. The annual subscription fee for this service is ₹25,000. This service is suitable for clients having horizon of 2 to 5 years.
Special Situations Advisory
We actively seek out "Special Situations" – unique corporate events such as demergers, spin-offs, and restructurings – to generate alpha (returns beyond general market movements) for our clients. These situations often create temporary market inefficiencies, allowing us to identify undervalued opportunities. Our process involves rigorous due diligence, deep fundamental analysis of all entities involved, and price-to-value calculations, all guided by a comprehensive checklist refined through years of learning. We focus on opportunities with a favorable risk/reward profile and sound management, aiming to deliver superior returns for your wealth creation journey. Examples of recent successes "Atl, Trel, Ghcl Textile, Aarti Pharma, Scilal, Bajel and others with XIRR of more than 30%." The annual subscription fee for this service is ₹20,000. This service is suitable for clients having short horizon of less than 1 year.
Blogs & Quarterly Letters
Insights and articles on financial independence, wealth building, and smart investing.
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Our Values
Customer Centricity
"Your financial goals are the core of every strategy we develop for you."
Integrity
"We commit to unwavering honesty and ethical conduct in all our professional dealings."
Transparency
"All fees, risks, and investment rationales will be clearly and openly disclosed to you."
Continuously Learning
"We are dedicated to ongoing education to ensure your financial plan benefits from the latest insights."
What Our Clients Say
" Your thoughtful advice has not only strengthened my investment strategy but given me true confidence in my financial future. Your professionalism, combined with a deeply personal touch, makes all the difference. It is rare to find someone who genuinely cares about their clients' success the way you do. Thank you for being such a valuable partner in my journey."
Jitender Khatter
Long Term Advisory Client"The timely buy and sell guidance, backed by solid fundamental analysis, has helped me immensely in building conviction and planning my financial journey with discipline. I truly value the transparency and clarity Arbor Advisory brings to every recommendation."
Yogi Kulwant Singh
Long Term Advisory ClientContact Us
Our process after you contact us:
- Initial Consultation: We resolve your queries and share client risk profiling questionnaire.
- Engagement Formalities: Investment Advisor & Client Disclosure Document signoff and mandatory KYC.
- Onboarding: You receive a welcome email with next steps and access details.
- Recommendation sharing: You start receiving investment recommendations and updates.
- Ongoing Support: We schedule regular check-ins to review progress and update recommendations.
Subscription Payment via UPI
Please share payment receipt via email.
"It takes 20 years to build reputation and five minutes to ruin it. If you think about that, you'll do things differently."-Warren Buffett