Direct Equity. Expert-Backed Research. Not Just Another Brokerage
Discount brokers give you the cheapest trades in India. They do not tell you what to buy, when to exit, or whether your portfolio has a coherent thesis.
India's equity market has grown to ₹450–475 trillion in market capitalization. The Nifty 50 has compounded at approximately 12–13% CAGR over the last 20 years. Yet study after study shows that the median retail direct equity investor in India underperforms the index.
India's Equity Market Cap
Nifty 50 CAGR (20 Years)
Professionals in DealPlexus Network
SEBI Registered. Research-Led. Portfolio-Oriented , Not Trade-Volume-Oriented.
The brokerage industry's business model is structurally misaligned with your interests. Most brokers earn on transaction volume. DealPlexus does not earn on trade volume. Our interest is your portfolio outcome.
SEBI-registered operations.
Every investment recommendation DealPlexus provides operates within India's regulatory framework for investment advisory and distribution. You are not receiving tips from a Telegram channel or a YouTube stock influencer. You are working with a regulated advisory entity.
Research team with investment banking depth.
The same team that structures M&A transactions and conducts due diligence for investment banking mandates informs our equity research. Fundamental analysis , earnings quality, balance sheet strength, management track record, sector dynamics, and valuation , not technical pattern-matching and options chain reading.
Portfolio accountability, not pick accountability.
Any research service can show you their winners. DealPlexus measures success at the portfolio level , aggregate returns versus benchmark, risk-adjusted performance, drawdown management, and goal achievement. A stock that returns 40% while the rest of your portfolio loses 25% is not a success. A portfolio that compounds at 14–16% CAGR over 7 years while protecting capital during downturns , that is the objective.
No proprietary products to push.
DealPlexus does not run a proprietary PMS or AIF. We access investment strategies from across India's SEBI-registered universe , and select based on your investment philosophy, time horizon, tax position, and return mandate. No commission bias. No sales targets.
Why Most Retail Investors Underperform the Nifty
The Nifty 50 returned approximately 13.5% CAGR over the 10 years ending 2024. A passive index fund investor would have turned ₹10 lakhs into approximately ₹35 lakhs over that period. The median active retail investor in direct equity did not.
Recency bias in stock selection.
Retail investors buy stocks that have already run. The best-performing stocks of 2022 attract maximum retail inflows in 2023 , just as institutional momentum is fading. SEBI's data consistently shows that retail equity participation peaks at or near market tops and dries up near bottoms.
The crowd is always late. By the time a stock becomes a "story" on social media, the smart money is already distributing to latecomers.
DealPlexus research identifies opportunities before they become stories , and tells you when to exit before the crowd realizes the thesis has changed.
Concentration without conviction.
Most retail portfolios hold 15–25 stocks with no clear weighting rationale. Position sizes are determined by how much the investor liked the story , not by probability-weighted expected return, not by correlation to existing holdings.
The result: the 3 stocks that actually perform well are 3% positions each. The 4 losers are 15% positions because the investor kept averaging down.
Position sizing by conviction is what separates investing from speculation. DealPlexus provides the framework.
Portfolio has no portfolio.
A retail investor holds Reliance, HDFC Bank, Infosys, TCS, and ITC , then adds 3 large-cap mutual funds that also hold Reliance, HDFC Bank, Infosys, TCS, and ITC. The "diversification" is an illusion.
Single stock exposure is triple-counted. When the large-cap index corrects, the entire portfolio corrects in lockstep.
DealPlexus conducts overlap analysis and correlation mapping , so your diversification is genuine, not illusory.
No integration with the rest of your financial picture.
Direct equity exists in a silo , separate from mutual funds, separate from tax planning, separate from loan liabilities. A concentrated equity position that should be partially liquidated to reduce a high-interest personal loan is never touched.
Nobody is looking at both simultaneously. Your broker sees only your trading account. Your mutual fund distributor sees only those holdings.
DealPlexus sees the full picture , direct equity, mutual funds, fixed income, loans, tax position. That integration changes outcomes.
DealPlexus fixes all four problems.
Not by making you a better stock picker , but by giving you the research infrastructure and portfolio framework that makes the difference between speculating and investing.
Three Services. Distinct Approaches. One Equity Strategy
Every investor approaches direct equity differently. DealPlexus offers three service models , research picks, portfolio advisory, or integrated coordination with mutual funds , based on your corpus size, time bandwidth, and market experience.
Risk Level
Return Target
15–20% CAGR (target)
Time Horizon
12–18 Months
Research-Backed Stock Recommendations , Thesis, Target & Exit Discipline
DealPlexus equity research covers BSE/NSE listed companies across large-cap, mid-cap, and select small-cap names , with a focus on businesses that have durable competitive advantages, clean balance sheets, capable management, and valuations that justify the risk. Every recommendation includes investment thesis, 12–18 month price target, position size guidance, and exit triggers.
Risk: High. Individual stock risk. Mitigated through position sizing and portfolio construction.
Returns: Target: 15–20% CAGR on high-conviction positions. Benchmark outperformance is the goal.
Horizon: 12–18 months per position. Ongoing monitoring with quarterly reviews.
Suited for: Investors who want direct equity exposure but need research infrastructure they cannot produce independently.
Conviction before capital. Every pick comes with a thesis, a target, and an exit trigger.
Risk Level
Return Target
Nifty + Alpha
Time Horizon
Ongoing
Portfolio Advisory , Your Holdings, Assessed and Restructured
Most investors who have been in direct equity for 3+ years have inherited a portfolio that does not reflect any coherent strategy , it reflects a series of individual decisions made under different market conditions. DealPlexus conducts a complete portfolio audit: concentration analysis, overlap assessment, benchmark comparison, and tax-optimal exit strategies.
Risk: Depends on portfolio. We identify and mitigate concentration you may not know exists.
Returns: Goal: Nifty-beating performance with controlled drawdowns through proper diversification.
Timeline: Initial audit: 1 week. Restructuring: executed tax-efficiently over 1–3 months.
Suited for: Investors with ₹10L+ in existing direct equity holdings who have not reviewed their portfolio in 12+ months.
Your portfolio deserves the same analytical rigor as an institutional allocation.
Risk Level
Return Target
14–16% CAGR
Time Horizon
7+ Years
Direct Equity + Mutual Funds , Coordinated Portfolio Strategy
Direct equity and mutual funds are complementary instruments. Mutual funds provide broad market exposure and diversification. Direct equity provides the ability to make high-conviction, concentrated bets on specific businesses. The combination, managed intelligently, delivers better risk-adjusted returns than either alone. DealPlexus coordinates tax-loss harvesting, overlap management, and asset allocation across both.
Risk: Moderate. Diversified across mutual funds and selective direct equity positions.
Returns: 14–16% CAGR target through integrated beta (funds) + alpha (stock picks) approach.
Horizon: 7+ years for optimal results. Quarterly reviews and annual rebalancing.
Suited for: Investors with ₹20L+ split across direct equity and mutual funds seeking integrated advisory.
One advisor. Both sleeves. Tax-loss harvesting coordinated. Overlap actively managed.
Your First Step: A Portfolio Review That Changes How You Invest
Before any equity discussion, DealPlexus conducts a complimentary portfolio review. The review covers:
Reviews your current direct equity holdings , thesis validation, concentration analysis, and overlap with mutual fund holdings
Evaluates whether your financial situation calls for direct equity, mutual funds, or a combination based on corpus size and complexity
Defines a preliminary equity mandate , return expectation, benchmark preference, sector constraints, concentration limits, and drawdown tolerance
Presents research-backed recommendations with conviction levels, position sizes, and exit triggers , or explains why a mutual fund approach may be better suited
Explains how direct equity integrates with your existing mutual funds, fixed income, and loan liabilities , the DealPlexus ecosystem advantage
This is not a sales presentation. It is the portfolio analysis your broker has never done.
Whether you are new to direct equity or already managing a portfolio, spend 30 minutes with a DealPlexus equity advisor. We will tell you if your current approach is working , or if structural changes are needed.
Independent advisory means we sometimes recommend against active stock picking , if your corpus size, time bandwidth, or market knowledge makes index funds or mutual funds a better fit for now. That is what objective advice looks like.
The Numbers Behind Direct Equity Investing
A ₹25,000/month SIP for 15 years at 13% CAGR creates ₹1.58 crores. At Niftys 12%, it creates ₹1.34 crores.
The 1% difference , achievable through stock selection and position sizing , is ₹24 lakhs on a ₹25,000 SIP. Most DIY investors chase tips and underperform the index by 3–5% annually. That gap compounds into a fortune lost.
The Nifty 50 has returned 13.5% CAGR over 10 years. Most retail investors earn less.
SEBI data shows that fewer than 20% of active traders consistently beat index returns. The remaining 80% would be better off with a simple index fund , plus DealPlexus advisory on when to enter, exit, and rebalance.
Concentration kills more portfolios than market crashes do.
A 15-stock portfolio with 5 positions at 15% each is not diversified. When one of those five corrects 40%, your portfolio is down 6% regardless of what the other 10 stocks do. DealPlexus enforces position sizing and sector caps.
Tax-loss harvesting on direct equity can save ₹30,000–60,000 annually for a ₹25L portfolio.
Systematic tax-loss harvesting , booking losses in underperforming stocks before year-end to offset gains , is standard for institutional portfolios. DIY investors rarely do this. DealPlexus builds it into every portfolio review.
The DealPlexus equity research advantage
Our investment banking team sees deal flow, M&A activity, and sector trends before they appear in analyst reports. When our CA network signals that a sector is seeing elevated PE activity, we know which companies are acquisition targets. This proprietary intelligence informs stock selection that no DIY platform can match.
Stock Market
Stop Speculating. Start Investing with Research and Discipline
Research-Backed Picks · Portfolio Advisory · Equity + MF Integration , SEBI registered. Portfolio-outcome oriented. One relationship. Complete equity management.
India Market Cap
₹450–475T
Nifty 50 (20Y)
12–13% CAGR
Professionals
30,753+
Start Your Direct Equity Journey Today
Our advisors will help you select the right stocks, structure your portfolio, and build the research framework that generates sustainable alpha. Not a brokerage tip service. A genuine advisory relationship.
SEBI registered. Equity investments are subject to market risks. Past performance is not indicative of future results. Research recommendations are based on fundamental analysis , not guaranteed outcomes. Consult your CA for tax implications.
DealPlexus , India's Financial Supermarket | Stock Market · SEBI Registered | Gurgaon HQ: 443, 4th Floor, Tower A2, Spaze iTech Park, Sohna Road, Gurgaon 122001 | support@dealplexus.com | +91 7428100654
DealPlexus | India's Financial Supermarket | SEBI registered. Equity investments are subject to market risk. Past performance is not indicative of future results. Research recommendations are based on publicly available information and fundamental analysis , not guaranteed outcomes. F&O products carry significant risk of capital loss. Consult your CA for tax implications of equity transactions.