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Exponential Research

  • Actionable Researchfor DIY Investors

    With 4,000+ listed Indian companies, we focus on signals and ignore noise. We specialize in SMID cap research in select pockets with strong tailwinds. Our aim is to to help you build conviction and a robust portfolio.

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    Equity Research

Investing Philosophy

Value + Growth at Reasonable Price

"You'll do better if you wait for investments to come to you rather than chase after them"
- Howard Marks (The Most Important Thing)

What do we like in our portfolio companies?
Economics

Good unit economics that often come with scale or differentiation or both

Capital allocation

Capital allocation approach that strikes balance between growth and incremental capital efficiency 

Management

Management teams with long-term focus, successful track record and adherence to strict governance standards


Ecosystem

Sectors with tailwinds provide ample reinvestment opportunity and a long runway for growth

How do we add value?

In-depth thesis

15-20 investment recommendations backed by detailed investment thesis

Regular updates

Updates on quarterly results and major developments in portfolio companies

Timely exit calls

Timely Buy, Hold and Exit calls to help you throughout the investment journey 

Knowledge sharing

Newsletter to share weekly knowledge updates and regular meetings to discuss the progress

Plans & Pricing

Model Portfolio | Bespoke Research

3,999/- (ex- GST for 6 months of Model Portfolio access)

4,999/- (ex- GST for 6 months of Research Desk access)

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Model Portfolio
Investment thesis
Buy, hold and exit strategy
Quarterly updates
Newsletter access
Member specific content

About me

7+ years of experience

I bring over 5 years of professional experience across corporate & investment banking and equity research, having worked with marquee institutions like J.P. Morgan, HSBC, and IIFL

In parallel, I’ve spent 7+ years as an active investor, during which I’ve developed a unique investing framework that is grounded in core value investing principles, yet adapted to today’s dynamic market environment

Connect with me

Yash Rachh

SEBI Registered Research Analyst
CA, PGDM (MDI Gurgaon)

Excited to onboard you soon!

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