What You Get
Everything You Need to Act on a Call
The full written thesis on every recommendation
A target price, and how we arrived at it
A quarterly update on every open stock
An exit call when our view changes
Direct access to our team through the subscriber chat
How The List Works
Simple, Disciplined, Transparent
5
Stocks when you join
1
New stock every month
12–15
Open recommendations
15
Max cap, then pause
Held over multiple years, not weeks.
Target price: yes. Stop loss: no.
Every recommendation carries a target price and the valuation behind it. We do not set stop losses, because a good business can fall sharply for reasons that have nothing to do with its earnings. Our discipline is the exit framework below.
What We Look For
Our Investment Criteria
A long runway for growth
Honest management and clean disclosure
A strong record on capital allocation
Predictable earnings we can model
Pricing power or a real competitive edge
A reasonable valuation on the day we recommend it
What We Stay Away From
Not Our Style
And one rule we never break: No company that is a current investor-relations client of our firm will ever appear on this list.
Exit Framework
When We Will Tell You to Exit
Governance deteriorates
The thesis changes
Capital allocation worsens
Better opportunity appears
The valuation becomes excessive
Industry structure shifts
Earnings quality deteriorates
This is for you if
You invest with a multi-year horizon
You want researched ideas, not trading calls
You are comfortable deciding your own position sizes
This is not for you if
You are looking for intraday, F&O or trading calls
You want guaranteed or assured returns
You want a ready-made portfolio with fixed weights
Subscribe
Pricing and Plan
GoIndia Compounders
₹10,000 / year (+ GST)
Access, including exit alerts, ends on expiry.
Subscribe NowThe full written thesis on every recommendation
A target price, and how we arrived at it
A quarterly update on every open stock
An exit call when our view changes
Discussion chat for every idea
WhatsApp alerts
Our Team
Led by Experience
Rakesh Arora
Rakesh brings over 30 years of experience in Indian equity markets and institutional research. He spent more than a decade as Head of Research at Macquarie, leading equity research and working closely with institutional investors and listed companies.
Since 2016, he has been Managing Partner at GoIndia Advisors, working extensively with Indian corporates and investors. An engineering graduate from IIT-BHU, he brings deep experience in fundamental research, company analysis and identifying investment opportunities in Indian equities.
Rahul brings 20+ years of experience across equity research, strategy and operating businesses at JPMorgan, Reliance, Idea Cellular, Nuvoco and TCS. He began his investing career at JPMorgan Equity Research, covering European telecom equipment companies, with a focus on financial analysis and valuation.
His subsequent experience working closely with CXOs across consumer, telecom, retail and technology gives him a strong operating lens for evaluating businesses and identifying investment opportunities.
Rahul Garg
Aakansha Gupta
Chartered Accountant with 10+ years of experience across financial analysis, valuation, financial modelling and corporate finance. Brings deep expertise in analysing financial statements, assessing business performance and evaluating companies across sectors. Has also worked on transaction due diligence, fundraising and investor relations for pre-IPO and growth-stage companies.
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