PERUMA CAPITAL

PERUMA CAPITAL Research Model Portfolios, A smarter way to access equity research — with structure and clarity., We focus exclusively on Model Portfolios—what we call PERUMA CAPITAL Research Model Portfolios—rather than long research reports that few investors ever read., Smart, Structured, Evidence-Based Investing, Our PERUMA CAPITAL Research Model Portfolios are professionally designed Model Portfolios that make disciplined investing simple, transparent, and accessible. Built on research, clear allocation rules, and regular review, they provide a structured roadmap without requiring day-to-day decisions., Why Investors Choose Our Model Portfolios, Expert-Built Frameworks — Diversified, research-driven portfolios with defined security weights., Clarity & Discipline — Follow a clear, rules-based approach grounded in long-term strategy., Control With Guidance — Non-personalized SEBI-compliant models that keep you informed and in charge., Instead of lengthy research reports, we deliver Model Portfolios—our PERUMA CAPITAL Research Model Portfolios—designed to make investing smarter and more systematic., PERUMA CAPITAL specializes in producing high-quality model portfolios, research reports, market analyses, and forecasts tailored to the needs of Retail, Non-Retail Non-Institutional, HNI, and Family Office investors.

PERUMA CAPITAL is a SEBI-registered Independent Research Analyst firm focused on delivering evidence-based equity research for affluent investors. The firm’s core research framework is built around Weekly Stage Analysis, a structured, time-tested approach that helps investors identify the market’s strongest leadership stocks and stay aligned with prevailing long-term trends., Model Portfolio Service Based on Stage Analysis (Hybrid Technical + Fundamental Approach), Our Model Portfolio Services are designed for investors seeking structured equity exposure guided by Stage Analysis, blending technical trend identification with fundamental business-quality filters. The service focuses on identifying stocks transitioning into Stage 2 (Advancing Phase) and building positions gradually using a disciplined pyramiding model, while protecting capital using dynamic trailing stop-loss exits., Investment Philosophy: , We aim to participate in sustained uptrends rather than predict them. The system works across market cycles by:, Entering stocks only after evidence of institutional accumulation, Scaling into positions slowly and intelligently, Exiting only when the stock shows trend deterioration, The approach emphasizes risk control first, returns second.,

A smallcase is a curated basket of stocks/ETFs* that reflects a certain objective (ideas, themes, strategies), backed by the research of the smallcase manager. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.

The smallcase manager decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to the smallcase manager's Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,

When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.

There are no lock-in periods, so you may sell your smallcases anytime. As a concept however, smallcases work best when used for long-term investing.