Finance Stock Strategy Blueprint
Budget: ₹1,500 – ₹12,500 INR
I’m looking for a concise, fundamentals-driven blueprint I can follow to pick and manage finance-sector stocks. The goal is to distill key valuation ratios, screening criteria, and decision checkpoints into a clear, actionable document I can reference before every trade.
Here’s what I expect:
• A step-by-step framework for analysing banks, insurers, and other finance companies, highlighting the ratios and qualitative factors that matter most (e.g., NIM, CAR, regulatory changes).
• A simple Excel or Google Sheets model that lets me plug in raw financial data and instantly see whether a stock meets the thresholds we set.
• A sample watchlist of 5–10 finance stocks, annotated with brief rationale so I can see the process in action.
• Risk-management guidelines: position sizing, profit-taking, and stop-loss ideas that fit a fundamentals-first approach.
Keep the deliverable streamlined—an easy-to-read PDF plus the spreadsheet template is ideal. No need for exhaustive reports; clear explanations and a repeatable checklist will be enough to get me started.
Here’s what I expect:
• A step-by-step framework for analysing banks, insurers, and other finance companies, highlighting the ratios and qualitative factors that matter most (e.g., NIM, CAR, regulatory changes).
• A simple Excel or Google Sheets model that lets me plug in raw financial data and instantly see whether a stock meets the thresholds we set.
• A sample watchlist of 5–10 finance stocks, annotated with brief rationale so I can see the process in action.
• Risk-management guidelines: position sizing, profit-taking, and stop-loss ideas that fit a fundamentals-first approach.
Keep the deliverable streamlined—an easy-to-read PDF plus the spreadsheet template is ideal. No need for exhaustive reports; clear explanations and a repeatable checklist will be enough to get me started.