Services &
Diagnostics
The research backbone for serious DIY investors and boutique RIAs. Institutional-grade U.S. equity moat diagnostics, ROIC analysis, and capital allocation research — with optional fiduciary advisory overlays.
Used by Independent Analysts & Boutique RIAs
SEBI Registered · INA00021216
High-Conviction US Equity Research
Deep research reports and moat diagnostics on US-listed companies with potential for high long-term returns.
Where we fit in your stack
SHM Ventures is one specific layer in a disciplined investor's toolkit.
SHM is NOT
A stock screener (like Finviz or Stock Analysis)
A data terminal (like Koyfin or TIKR)
A robo-advisor or model portfolio service
A brokerage or execution platform
A replacement for your existing research stack
SHM IS
A moat diagnostics engine for pre-buy quality checks
A ROIC & capital allocation auditing layer
A quarterly portfolio health scanner
A research backbone for conviction-driven memos
A fiduciary advisory overlay (optional, for qualified clients)
Deep Analysis
Comprehensive fundamental analysis with detailed financial modeling
Investment Thesis
Clear rationales and quantitative risk-reward assessments
Long-Term Focus
Multi-year compounding and downside protection evaluations
All reports downloadable as PDF • Secure payment via Stripe/Razorpay • Instant access after payment
Goal-Based Portfolio Analytics & Risk Stress Testing
Bespoke fiduciary consulting overlays providing institutional-style portfolio analytics, goal-based planning, and scenario stress testing for Registered Investment Advisors (RIAs) and family offices.
Institutional-Style Portfolio Analytics
Proprietary Return on Invested Capital (ROIC) deconstruction, DuPont operational auditing, and capital allocation scorecards built for concentrated portfolios.
Goal-Based Planning & Compounding
Aligning concentrated U.S. stock positions with long-term wealth milestones, family office guidelines, and liability-aligned timelines.
Independent Research & Data Access
Conflict-free, fee-only independent U.S. equity research reports mapping analytical findings directly back to primary SEC filings.
Risk & Scenario Stress Testing
Evaluating downside protection by stress-testing concentrated portfolios against customer concentration, supply chain, and competitive disruption variables.
Fee Structure
Important Disclosure: All investments in securities market are subject to market risks. Returns are not guaranteed. Past performance is not indicative of future results. The performance fee structure is designed to align interests with long-term capital appreciation. Please read all scheme related documents carefully before investing.
Contact us to discuss portfolio management overlays
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