Plan for secure future

Your Financial Goals, Our Expertise.

Whether you’re looking to save for retirement, invest in the stock market we’ve got you covered.
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  • Expert Help
  • Proven Results
  • Ongoing Support

30 +

Combined Industry Experience

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Who we are

Institutional-Grade Research, Now Accessible to Every Investor.

  • Analysis
  • Strategy
  • Execution
Analysis

We go beyond headlines to deliver deep, independent insights. Our research evaluates companies, industries, and market trends with the same rigor used by institutions — helping retail investors make smarter, evidence-based decisions.

  • Equity Valuation & Forecasting
  • Industry & Macro Trends
  • Risk & Opportunity Mapping
  • Actionable Investment Insights
Strategy

A sound investment strategy is about more than just stock-picking. We build personalized strategies that align with your goals, risk appetite, and market outlook — ensuring your portfolio stays resilient across cycles.

  • Portfolio Construction
  • Sector Allocation Guidance
  • Investment Plans
  • Wealth Planning Strategies
Execution

Insight and strategy only create value when executed effectively. We help clients translate research into results — from portfolio rebalancing to ongoing monitoring and adjustments.

  • Portfolio Guidance
  • Performance Tracking
  • Timely Recommendations
  • Discipline & Risk Management

Equity Research

Industry Research

Policy Statements

Portfolio Strategies

Our Service

We offer great number of
services

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Our Projects

Selected case studies

We welcome and celebrate different perspectives to help our firm, our clients and our people.
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Team of Professionals

Our team combines deep market expertise with years of institutional research experience, delivering independent insights that retail investors can finally access.

Cutting-Edge Financial Research

We leverage advanced financial models, global data, and modern research methodologies — not outdated approaches — to uncover real opportunities.

Strategy Development

From equity research to portfolio construction, we craft strategies that are tailored to your goals, risk appetite, and long-term vision.

Trusted by Our Clients

Our independent research and portfolio strategies

Our independent research and portfolio strategies have been relied upon by clients seeking transparency, objectivity, and consistent results.

Our Process

Our Engagement Process

At Capital IQ, we follow a structured yet personalized approach to ensure every client receives a strategy built around their unique needs. From the first conversation to portfolio execution, our process is designed to create clarity, align objectives, and deliver results with transparency and confidence.
Get In Touch
Initial Interview
01

Initial Interview

We begin with a one-on-one discussion to understand your background, financial journey, and expectations from our services.
Understanding Objectives
02

Understanding Objectives

Every client is unique. We define your short-term and long-term financial goals to ensure our approach is fully aligned with your vision.
Assessing Risk Appetite
03

Assessing Risk Appetite

Through a structured risk assessment, we evaluate your tolerance for volatility, investment horizon, and return expectations.
Portfolio Strategy
04

Portfolio Strategy

Based on our independent research, we design a customized portfolio strategy tailored to your objectives and risk profile — setting a solid foundation for long-term success.

Who we are

Your Buy-Side Partner

for Independent Research & Portfolio Strategy.
Get in Touch

At Capital IQ, we believe retail investors deserve the same level of insight and professionalism that institutions enjoy. We provide independent equity and industry research, backed by rigorous analysis and market expertise. Our portfolio management services are designed to help clients align investments with their goals while managing risk effectively.


We are not influenced by sell-side agendas or commissions — our only commitment is to your financial success.

80 k

Research reports delivered to empower retail investors.
  • Independent & Unbiased Research
  • Affordable Institutional-Grade Insights
  • Customized Portfolio Strategies
  • Transparent & Client-Centric Approach

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