Stage2Investing | Shivendru Shekhar

Free Resources

Institutional Toolkit

Free Tool For Serious Investors

The Institutional
Excel Screener

Stop relying on surface-level metrics. We are giving away our proprietary Excel template designed exclusively for Screener.in. This dynamic tool filters out 95% of market noise by automating in-depth financial tracking. Just upload it once and analyze any company with a single click.

1-Click Screener.in Integration
Automated Forensic Red-Flagging
Deep-Dive Cashflow & DuPont Models

Download Excel Template

Stage2_Screener.xlsx

PASS

RED FLAG

STRONG

Forensics

DuPont

Cashflow

7 Non-Negotiable Conditions

Download our exact W.I.N.N.E.R.S checklist used for filtering high-probability institutional breakout stocks. Stop guessing and start validating your trades with strict institutional criteria.

Download PDF

Position Sizing Guide

The ultimate mathematical risk management engine. Learn the exact sizing rules to protect your downside. Never blow up your trading account again with this definitive rulebook.

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Behind The Framework

Systematic Precision.

5+ Years Market Experience

I specialize in identifying institutional accumulation patterns before they hit the retail radar. My approach strips away the noise of news and tips, focusing strictly on objective data: Earnings Acceleration, Return on Capital, and Technical Breakouts.

As a SEBI Registered Research Analyst, my goal is to teach you how to think, analyze, and manage risk exactly like a fund manager. Stage2Investing is the framework I use to navigate the markets successfully.

5+

Years Experience

SEBI

Reg. No: INH000027469

Curriculum

Master The System

W.I.N.N.E.R.S Masterclass

The Flagship Program

₹18,999 37% OFF

₹11,999

Join Masterclass

The Institutional Ecosystem

Designed to transition you from a retail participant to a systematic operator. It combines deep forensic fundamental analysis with Stage-2 technical breakouts, wrapped in a strict mathematical risk framework. Stop guessing bottoms and start validating institutional momentum.

9 Premium Modules Breakdown

1. Mindset & Rules

Mathematical ground rules

Investing is not a casino; it is a business of probabilities. Strip away the gambling mindset and establish strict, non-negotiable mathematical rules for the cash equity market. Define your edge and manage psychological friction.

2. Macro-Economics

Top-down business anatomy

A great stock in a dying sector rarely creates wealth. Master the "Top-Down" approach. Identify structural macro tailwinds, business cycles, and spot sectors attracting institutional capital before the retail crowd.

3. Financial Mastery

Forensic 3-statement analysis

Stop relying on borrowed conviction. Dissect the P&L, Balance Sheet, and Cash Flows. Read reports like a forensic auditor—identify quality earnings, spot accounting red flags, and decode true cash generation.

4. Ratio & Valuation

Intrinsic value & Margin of Safety

Buying a great company at the wrong price is a poor investment. Decode valuation methodologies. Calculate intrinsic value, understand the 'Margin of Safety', and use ratios to ensure you never overpay for growth.

5. Technical Screening

Automated Data Scans

Manual research is dead. Access proprietary screening formulas for platforms like Screener.in and Tijori Finance. Instantly filter out the noise and isolate the top 1% of robust companies from thousands.

6. W.I.N.N.E.R.S Engine

Sector rotation & Leadership

Fundamentals tell you what to buy; technicals tell you when. Master "Stage-2" momentum markups. Track sector rotation, identify true market leaders breaking out on heavy institutional volume, and time your entries.

7. Portfolio Architecture

Risk & Position sizing

Offense wins games, defense wins championships. Learn the exact institutional math behind position sizing. We cover the strict 1% risk rule, share quantity calculations, and structuring a diversified crash-proof basket.

8. AI in Investing

LLMs for corporate governance

Step into the future of research. Leverage Large Language Models (LLMs) to speed up your workflow. Use practical prompts to analyze 200-page Annual Reports in minutes and run automated corporate governance checks.

9. Bonus Execution

Dissecting real-world multibaggers

Theory meets reality. Reverse-engineer historical winners. Look at actual charts and financial statements of past wealth creators, breaking down exactly how fundamentals aligned with technical breakouts for a repeatable blueprint.

Advanced Technicals & Fundamentals Mastery

Extracted from Masterclass

Deep dive into chart patterns and balance sheet forensics.

₹6,399

Enroll Course

Portfolio Building & Scaling Strategy

Extracted from Masterclass

Kaise position sizing aur rotation se portfolio scale karna hai.

₹4,999

Enroll Course

Fund Manager Approach

The Institutional
Model Portfolio

Beginners focus on "buying good stocks." Professionals focus on Risk-Adjusted Compounding. Stop guessing your allocation, exit strategy, and rebalancing. Automate your wealth creation with our rules-based Stage-2 Mark-up strategy.

The Architecture of Alpha:
Our Core Methodology

1. Deep-Dive Fundamentals

We don't rely on surface-level metrics. Every stock undergoes a rigorous 360° forensic audit. We screen for explosive earnings acceleration, high Return on Capital Employed (ROCE), consistent Free Cash Flow (FCF) generation, and clean corporate governance. If the balance sheet doesn't survive our DuPont breakdown, it doesn't enter the portfolio.

2. Stage-2 Technical Alignment

Fundamentals tell us WHAT to buy; technicals tell us WHEN. We execute entries exclusively during 'Stage-2' advancing phases. Key parameters include 200-DMA alignment, extreme Relative Strength (RS) outperformance against the index, and Volume Contraction Patterns (VCP) to ensure we ride the institutional wave, not the retail trap.

3. Strict Position Sizing

Capital preservation is our ultimate priority. We deploy strict mathematical position sizing based on your overall portfolio heat. We never over-allocate to a single narrative. Our system dynamically adjusts market exposure based on Bull/Bear cycles and enforces ruthless trailing stop-losses to cut losers early and let winners run.

The "Trust Builder" Plan

Quarterly Evaluation

A low-risk entry gate for new clients. Take 3 months to evaluate our proprietary system, observe our CSV execution process, and witness our strict risk management in live markets before committing long-term.

Approx ₹1,666 / month

₹4,999

Per Quarter

Start Quarterly

Main Focus

The "Wealth Builder" Plan

Annual Compounding

Mathematically highly cost-effective. True compounding and portfolio alpha generation in cash equity require a full 1-year cycle. Built exclusively for serious investors committed to systematic, long-term wealth creation.

The Philosophy

True wealth in cash equities is never built in 90 days. It requires staying seated through a complete 12-month market cycle—capturing the full force of a Stage-2 markup, weathering the sideways consolidations, and letting compounding do the heavy lifting. The 'Wealth Builder' plan is our flagship engine for generating benchmark-beating Alpha. By committing to the math of a full year, you automatically eliminate the noise of short-term volatility.

12-Month Compounding Engine

Continuous Alpha Generation: 1-year uninterrupted access to the Stage-2 Momentum Portfolio, rigorously monitored and optimized every month.
Capital Protection Protocols: Priority "Emergency Exit" alerts during severe market corrections. We move to cash when the market dictates.
Cost Arbitrage: Mathematically our most efficient plan. Saving significantly on management fees adds capital directly back into your investments.
Tax-Efficient Rotation: A 1-year horizon allows for strategic holding periods, optimizing Short-Term vs. Long-Term Capital Gains.
VIP Execution Support: Priority onboarding for flawless CSV basket setups, plus monthly performance attributions vs. Nifty 500.

Who is this for?

High-conviction investors and HNIs who are done with the daily stress of F&O gambling. This is for those who treat the market as a business and want a systematic, hands-free wealth creation engine.

Approx ₹1,250 / month

₹14,999

Per Year

Subscribe Annually

Market performance targeting. No guaranteed returns. Investments subject to market risk.

SEBI Registered Advisory

Research Analyst Plans

Quarterly Alpha Plan

Short Term Advisory

Perfect for active investors looking for near-term momentum setups. Capitalize on cash-equity swing setups without sacrificing institutional risk discipline.

₹7,999 50% OFF

₹3,999

Per Quarter

Check discount via link

Subscribe Quarterly

Best Value

Annual Wealth Compounding

Long Term Advisory

Long-term strategic positioning. Build sustainable wealth across full market cycles with institutional foresight. Get unrestricted access to our core strategy.

The Philosophy

True wealth is generated by riding the full lifecycle of a Stage-2 markup, and it is preserved by moving to cash during Stage-4 declines. The Annual Wealth Compounding tier is our elite advisory engine designed to navigate entire market cycles. This isn't about chasing daily green ticks; it is about strategic positioning, fundamental foresight, and letting uninterrupted compounding do the heavy lifting over 12 months.

Your 12-Month Advisory Engine

Full-Spectrum Advisory: Unrestricted access to both our short-term momentum swing setups and our core long-term positional recommendations.
Institutional Risk Architecture: We don't just give you stock names; we provide exact position-sizing mathematics for every recommendation to ensure no single trade can permanently damage your capital.
Active Capital Protection: Immediate "Tactical Shift" alerts. If the broader market structure breaks, we aggressively advise moving to cash/Liquid funds to protect your accumulated profits.
Deep-Dive Research Reports: Understand the 'Why' before you buy. Get detailed fundamental rationales and technical context for our highest-conviction long-term holdings.
VIP Priority Support: Direct, streamlined communication for portfolio reviews and query resolutions, ensuring you are never left guessing during volatile market shifts.

Who is this for?

High Net-worth Individuals (HNIs) and busy professionals who want a systematic, hands-free advisory partner. For those who treat the stock market as a serious business, not a casino.

₹24,999 48% OFF

₹12,999

Per Year

Check discount via link

Subscribe Annually

Our Core Speciality

What Makes Us Different.

Strict Fundamental Screening

Dynamic Capital Deployment

Mathematical Position Sizing

Free Resources

Institutional Toolkit

The Institutional Excel Screener

7 Non-Negotiable Conditions

Position Sizing Guide

Behind The Framework

Systematic Precision.

5+

SEBI

Curriculum

Master The System

W.I.N.N.E.R.S Masterclass

The Institutional Ecosystem

9 Premium Modules Breakdown

1. Mindset & Rules

2. Macro-Economics

3. Financial Mastery

4. Ratio & Valuation

5. Technical Screening

6. W.I.N.N.E.R.S Engine

7. Portfolio Architecture

8. AI in Investing

9. Bonus Execution

Advanced Technicals & Fundamentals Mastery

Portfolio Building & Scaling Strategy

The Institutional Model Portfolio

The Architecture of Alpha:Our Core Methodology

1. Deep-Dive Fundamentals

2. Stage-2 Technical Alignment

3. Strict Position Sizing

The "Trust Builder" Plan

The Philosophy

What You Experience in 90 Days

Who is this for?

The "Wealth Builder" Plan

The Philosophy

12-Month Compounding Engine

Who is this for?

SEBI Registered Advisory

Research Analyst Plans

Quarterly Alpha Plan

The Philosophy

What You Experience in 90 Days

Who is this for?

Annual Wealth Compounding

The Philosophy

Your 12-Month Advisory Engine

Who is this for?

Legal Policy

Position Sizing Engine

Execution Dashboard

The Institutional
Excel Screener

The Institutional
Model Portfolio

The Architecture of Alpha:
Our Core Methodology