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21+ Years

Experience

2K+

Satisfied Customers

About Kedar D. Oak

SEBI-Registered Research Analyst | Equity Strategist | Market Educator
SEBI Reg. No.: INH000001055

With over a decade of hands-on experience in financial markets, Kedar Oak has built a reputation for delivering unbiased, research-driven stock insights to help everyday investors grow their wealth confidently and responsibly. As a SEBI-registered Research Analyst, his approach combines technical precision, fundamental discipline, and risk-aware strategies, tailored to India’s ever-evolving market landscape. Rooted in transparency, ethics, and a passion for empowering others, Kedar goes beyond stock tips — he delivers clarity, conviction, and continuous learning to investors at all levels.

My Strengths and Expertise

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Portfolio Review & Optimization

Many investors hold portfolios that are fragmented, underperforming, or misaligned with their goals. My Expertise help them in:

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Identify underperforming holdings
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Reallocate based on market cycles
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Balance risk exposure across sectors
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Create long-term, goal-based strategies
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Investor Education & Market Awareness

True financial growth comes from knowledge. Through webinars, offline workshops, and mentorship, I’ve helped many individuals understand:

  • check Price action trading
  • check Technical indicators & patterns
  • check Behavioral finance (common investor biases)
  • check Long-term wealth planning using mutual funds and stocks
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Satisfied clients

My Investment Philosophy

Investing isn’t about predicting the market’s next move — it’s about understanding your place within it. I focus on helping investors build clarity, patience, and discipline by emphasizing long-term perspective, solid preparation, and informed decision-making over short-term speculation.

  • check Evidence-based decision-making.
  • check Wealth preservation before wealth creation.
  • check Avoiding unnecessary churn and hype.
  • check Keeping reasonable and practical targets from investments

Who I Work With

Retail investors looking for structured stock advice

Individuals who are actively investing or planning to invest in the stock market, but often lack the time, tools, or expertise to navigate market complexities. These investors benefit from well-researched, actionable insights and a systematic approach to building and managing a portfolio that aligns with their risk appetite and financial goals.

Professionals and business owners seeking capital growth

Busy professionals, entrepreneurs, and small business owners who may not have the bandwidth to track markets daily but are seeking to grow their surplus capital strategically. They value long-term wealth creation through fundamentally strong investments and appreciate expert guidance that helps their money work harder without requiring their constant attention.

New investors needing guidance to start their journey

First-time or relatively inexperienced investors who are eager to learn the basics of stock market investing. They are looking for mentorship, clear direction, and a step-by-step approach that demystifies the market, helps avoid common pitfalls, and builds confidence through education and disciplined investing strategies.

Clients who prefer no conflict of interest, just pure research

Discerning individuals who value transparency and independence in financial advice. These clients seek unbiased, data-backed research that is free from brokerage incentives, commissions, or sales targets — ensuring that every recommendation is based purely on merit and aligned with their best interest.

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