Any firm will want to have a competitive edge in order to compete within the industry. Shastri Advisors indeed has significant competitive edge because of the combination of following six factors, which cannot be found elsewhere. Other companies are either way to expensive or their research is not reliable.
Click Here for a sample of a research report that was done on NVIDIA, leading graphics chipset manufacturers. Here is what separates our research and services from others:


Customer Driven Business Model
Our business model is customer driven. We always focus on direct customer needs. Nothing influences our day to day processes more than client requirements. We do not spend efforts on unnecessarily producing research that hinders our productivity and efficiency and we think that these two factors are completely projected by the needs of our clients. The flexible level of services that our company provides set the guidelines for our clients that are almost always customized and refined by client requirements. Nothing stands next to our post delivery customer service and satisfaction. In other words: satisfaction is guaranteed.

Quality of Analysis
The first thought that comes to the mind of any person considering outsourcing a service is the quality of service. And that is why it is most important for us to ensure that our research meets highest grades. Our company is family owned and operated by highly experienced team of analysts. Our analysts are told on the first day that quality under no circumstances can be compromised and must meet and go beyond the industry standards. The data that backs our research is from the most reliable and comprehensive sources and is the key input. Whether it is interaction with client, which requires thoroughly understanding and coordinating client needs or it be the comprehensive and yet organized research that we provide or it be the way our teams coordinate all aspects of research, quality has to achieve highest grade in every aspect. Every research is first prepared by one analyst and then the team of analysts discusses it with most being the "devil's advocates" and if the research passes through, it is further signed off by the supervisor. This separates us from rest of them out there. Our proprietary quantitative models that back our research reports are regression tested and proven to produce reliable recommendations: Two of our most significant models are:
  • SAR - A 72 point model that rates companies using 28 long term fundamental factors and short term technical factors. These factors account for a stock’s profitability, growth, liquidity, valuation, price volatility and corporate governance.
  • SaSig - A momentum based technical model that learns from past mistakes and corrects future predictions accordingly. This model gives buy and sell signals on short term basis to discover appropriate entry and exit timings in investments and follows trailing stop methodology to provide risk adjusted positive return.
  • SaEarnings - The latest quantitative model to our family of models. The model predicts earnings that are due in the upcoming week. The underlying assumption is that the earnings information is leaked into the market before the announcement. The model evaluates recent trading activity and combines that with recent trends and overall strength of the company to come up with a positive or negative earnings surprise.
  • Cost Savings
    Undoubtedly and statistically the most important reason for why our clients come to us is to achieve large cost savings and thus produce highest return on investments. With a competitive market like today's, every firm wants to reduce their research costs that are due to expensive analysts that are paid fulltime, regardless of whether research is done or not. The end goal is to improve profit margins in our clients' business at department level and at corporate level. Our company provides more than a competitive pricing. It provides best pricing with highest quality.

    Levels of Services
    We provide various levels of research services and clients can pick the service that fits their needs to most. As mentioned above, none of these service levels have strict rules and are almost always adapted to client needs. Following are our levels of research services:
  • Preliminary - A quick analysis of company based on short term performance and quarterly and annual financial statements. Give us a call for second opinion and on of our highly skilled analysts will provide you the analysis over the phone with explanation or in an email.
  • Full Page Report - A full page of report with analysis of company's financial statement, operating environment, industry's competitive forces and most recent performance. Reports can be requested for a bulk of companies. These individual reports can then be compared against each other for the best investments.
  • Detailed Company Analysis - This is a multi-page report that includes detailed analysis of company. The complete report includes various sections to it, including, Company Overview, Current Performance, Analysis of Financial Statements (quarterly and annual plus MD&A), Porter's Five Forces, Corporate Governance, Peer Valuation, Downside Risk Valuation, Insider Buying/Selling, Analyst Ratings, Summary & Projections. [*SAMPLE*]
  • Weekly Investment IdeasThis is a weekly report that details trade ideas from various US equity indices and markets. It has buy and sell recommendations that are filtered through 3 phases of short term regression-verified technical analysis model, fundamental analysis by SAR model and lastly, analysis by our analysts covering different sectors. This is best suited for short term traders who are looking to capture and flow with momentum as it reveals. [*SAMPLE*]
  • Earnings Prediction Report - This report is available during the earnings season. The report is based on our SaEarnings model. The model runs over all equities in S&P 500 index. Clients can provide a list of equities and request us to run them by our model and provide an analysis of upcoming earnings.
  • Consulting – In this form of service, one or more of our top analysts are dedicated for the client to perform thorough company research. Our analyst(s) will perform a self summary report and then visit facilities, interview investor relations and other shareholders to get a insider's view of the company. The analysts will work closely with the client to perform and provide any research that client will ask for.
  • Each report comes with Shastri Advisors’ proprietary 72 point rating, SAR.

    Top Talent
    Our Company’s most valuable assets are the people that run it. Our hiring process is extremely selective and the training process is very rigorous. Each individual is highly talented with strong experience and are more capable of doing what they do than anyone else. Our workforce is powered by top talents from top management schools like the highest ranking management school in India, IIM and Ivy League schools in the US and other management schools around the world. Their enthusiasm, professional integrity and high morale and experience is what drives our organization towards its successes everyday. Our research specialists specialize in various industry sectors and possess mathematical and quantitative skills that further augment research reports with quantifiable figures.

    Breadth of Services
    Shastri Advisors is a division of Shastri Investment Bank that provides a full range of financial services including equity research, asset and wealth management, risk management, emerging markets research and investments, prime brokerage, investment banking, private equity, consulting and cross border transactions. The integration of Shastri Advisors' services with its parent is seemless. We'll just do whatever is right for our client as fast as possible taking advantages of the technological advances. For more information on our parent visit www.shastriadvisors.com/aboutsb.php.

    Click here to contact us for more information about our services and to discuss your specific requirements.