Institutional-Grade Stock Research for the Intelligent Retail Investor

Search any US stock and instantly view AI-powered insights on financial health, management quality, and competitive advantage before unlocking our full research reports.

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Our Research Platform.

Institutional-grade tools for retail investors

Institutional Research Platform.

SHM Ventures brings institutional-grade research to individuals, focusing on structured analysis backed by core financial data.

Smart Search

Search any US stock instantly.

AI Insights

Real-time intelligence summaries.

Evaluate Financial Strength.

We analyze income statements and cash flow to determine true business strength and long-term financial health.

Health Check

Reliable profitability metrics.

Valuation

Deep P/E & Growth analysis.

Understand Management Quality.

Our platform evaluates management experience and alignment with shareholders to identify value-creating teams.

Leadership

Experience & Tenure analysis.

Alignment

Insider ownership tracking.

Identify Competitive Advantage.

A strong business must have a durable moat. We evaluate brand power, patents, and market leadership.

Moat Rating

Competitive defense analysis.

Market Share

Dominance & Growth metrics.

Unlock Full Intelligence Reports.

Access comprehensive research reports for deeper valuation, long-term thesis, and full intelligence breakdown.

Premium Access

Direct thesis connectivity.

Full Reports

Downloadable PDF insights.

Himanshu Somani

Founder | SEBI Registered Investment Adviser

Professional investment research focused on identifying high-conviction opportunities in global equity markets through disciplined analysis and long-term investment principles.

Himanshu Somani

Financial Health

Revenue growth, profitability & valuation metrics.

🌎

350M+

Global Coverage

Institutional Security

Locked research exclusive to authorized partners.

Engagement

40%

Himanshu Somani

SEBI Registered Investment Adviser — Registration No: INA00021216

IIM Ahmedabad | SRCC | CFA

Our Services

Visionary Expertise & Compliance

Himanshu Somani combines top-tier academic rigor with SEBI-registered advisory standards to deliver institutional-grade performance.

Long-term investing in concentrated portfolios of US equities. High conviction, deep research, and a disciplined focus on business fundamentals.

IIM|CFA

Shri Ram College of Commerce (SRCC) Alumni.

SEBI RIA

Registration No:
INA00021216

Pricing Plans

High-Conviction US Equity Research

Deep research reports on US-listed companies with potential for high long-term returns.

Single Report

Ideal for those who want a specific deep-dive on one company.

$99
1 Deep-Dive Report
Full analyst thesis
PDF format
Standard support
Most Popular
3 Reports

Perfect for building a small high-conviction portfolio.

$199
Access to any 3 reports
Save over 30%
PDF format
Priority email support
All Reports (1 year)

Full access to our entire research library and all upcoming reports.

$499
/yearpaid monthly
Access to all reports (12 months)
Approx. 12-15 reports per year
Downloadable as PDF
Exclusive strategy notes
Secure payment integration

Important Engagement Notes

Access to all reports released within 12 months
Secure payment gateway integration required
Reports downloadable as PDF for your records
Subscription access lasts for a full calendar year
Core Philosophy

Disciplined Portfolio Management
for Long-Term Compounding

Our portfolio management approach focuses on identifying high-quality global companies and compounding capital through disciplined research, risk management, and long-term investing.

01

Investment Strategy

Focused investment in high-quality global equities with strong fundamentals, durable competitive advantages, and long-term growth potential.

02

Investment Philosophy

The approach prioritizes long-term compounding over short-term trading, combining deep fundamental research with disciplined capital allocation.

03

Portfolio Construction

The portfolio is designed with a concentrated allocation strategy, focusing on a select number of high-conviction companies rather than broad diversification.

04

Risk Framework

Every investment is evaluated using a structured risk framework that analyzes financial strength, business sustainability, and potential downside risks.

05

Who This Is For

Designed for investors seeking long-term capital appreciation through research-driven global equity investments. Suitable for individuals who prefer a disciplined approach.

06

Minimum Investment

Portfolio management services are offered to investors who meet the required threshold criteria. Exact minimum requirements are discussed during consultation.

Compounding Portfolio Asset
Portfolio Focus

Global Equity Portfolio

Focused on US-listed companies with strong long-term growth potential.

Investment Style

Long-Term Compounding

Concentrated portfolio with high-conviction investments.

Risk Approach

Research-Driven Risk Management

Evaluated through financial health, management quality, and competitive advantage.

Advisory Registration

SEBI Registered Investment Adviser

Registration Number: INA00021216

SEBI REGISTERED / INA00021216

Compliance & Regulatory Transparency

SHM Ventures operates under the regulatory framework of the Securities and Exchange

Board of India (SEBI) as a SEBI Registered Investment Adviser (RIA).

All advisory services follow SEBI guidelines and include required disclosures such as

registration details, risk disclosures, grievance redressal mechanisms, and investor protection policies.

DIRECT CONTACT

Get in touch with us

Ready to scale?

Whether it's portfolio management or deep research access, our team is ready to assist your global growth journey.

Email Us

hello@shmventures.org

Location

Silicon Valley | Mumbai

SHM Ventures

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