Research Packages

FCF Financial Services provides two core offerings designed to deliver institutional-grade insights and portfolio solutions for investors, analysts, and financial institutions.

1. White-Labeled Research Reports

Scope: Provide us with your chosen symbols (minimum 10 per month) and we will generate comprehensive research reports covering qualitative and quantitative analysis as per our standard sample reports.
Coverage: Any industry, index, ETF, or custom symbols.
Delivery: Reports are delivered in PDF format via the provided email ID.
Contract Options: Choose quarterly or annual plans.
Pricing: ₹2,000 per report.

2. Portfolio Construction & Analysis

Scope: We build a customized portfolio of desired symbol size, typically starting with 30–35 symbols per month (see Exhibit A for details).
Deliverables Include:
- Research reports for all selected symbols
- Portfolio Clinic: evaluation based on market caps, industries, and risk-adjusted return metrics including standard deviation, Sharpe ratio, and Sortino ratio
- Optimized capital allocation and diversification
Contract Options: Flexible quarterly or annual engagement.
Pricing: (see Exhibit A)

Our Approach / Methodology

At FCF Financial Services, our methodology is grounded in over six years of experience as portfolio managers and research analysts. We follow a comprehensive, multi-layered framework covering economic analysis, industry analysis, management assessment, sentiment analysis, quantitative analysis, and advanced statistical modeling such as Monte Carlo simulations. Our research draws on company financial statements, investor presentations, earnings call transcripts, industry reports from IBEF, and external financial APIs. Stock selection is based on proprietary screening and investment frameworks, adjusted dynamically for evolving market and economic conditions, ensuring every company is evaluated from multiple angles for robust, risk-adjusted portfolio construction.

Drawbacks / Limitations

Although our team has extensive experience working as portfolio managers and research analysts for the U.S.-based Hedge Fund, FCF Financial Services is not yet registered with SEBI. Consequently, all investment theses, research reports, and related content will be marked as- “for educational purposes only and do not constitute financial, investment, legal, or tax advice. We do not guarantee the accuracy, completeness, or future performance of any content, analysis, or model. Users should exercise their own judgment, and any use of our materials is entirely at your own risk.”

Contact & Next Steps

Ready to enhance your investment decisions with institutional-grade research and portfolio solutions? Connect with us today.

Contact Details:

Email: team@fcffinancialservices.com
Phone: +91-7257953101

Next Steps:

Schedule a Consultation – Discuss your research or portfolio needs with our founders.
Choose Your Plan – Quarterly, Yearly, or Portfolio Construction coverage.
Receive Your Deliverables – Reports or portfolio recommendations delivered promptly and ready for use.

Partner with FCF Financial Services to make informed, confident, and profitable investment decisions today.