Stewart And Mackertich Wealth Management Ltd

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SENSEX 35,144.49 331.50 (0.95%)

As stated in the new circular from NSE, additional margins shall be made applicable for all equity derivatives in phases starting from 14th September 2018



Research is the backbone for outperformance in financial services products over a period of time. Stewart &Mackertich is among the originator of research based investment practices in India since the last three decades.

A testimony to this is the fact that it has and continues to nurture one of the largest pool of leading global FII’s clients since the last two and half decades, whose criteria had always been good research. Association of marquee names in the investment world with Stewart &Mackertich decades back, was based on the strong research foundation of the company.

We believe long term wealth creation is a result of dedicated research across various underlying factors. We study the global and domestic socio-economic and political factors, commodity trends, price trends to have a clear idea on the macro developments. On a micro study, we read the annual reports, company’s offer documents, conference calls, interact with management and do plant and site visits and above all, always check the governance standards of the management. We have several quantitative and qualitative checks on a company before we recommend them for investments.

Research Philosophy

Beginning with the entire universe of shares, the stock selection process undergoes several stringent filters. The bottom up approach includes extensive research on macro & micro factors, industry/sector fundamentals & trends and a thorough competitive analysis, Assessment of individual industry / stocks through a mix of quantitative and qualitative techniques


Return on equity, Return on capital, margin on sales, market capitalization, floating stock, liquidity, price/earnings, price/book, PEG, dividend yields, GARP, replacement costs,


Track record of the company, quality of financial information, background of promoter/group, industry demand, global market, market share, competitiveness, prudence in financial and accounting policies, compliance culture, Insiders Activity and promoters Pledge

Technical & Derivative

Technical Research is important to understand the price direction of the market and stocks, commodity and currency based on the prevailing sentiments, demand and supply with time. Stewart &Mackertich caters technical research support to traders and investors on a daily and periodical basis.

InsTech Institutional Technical Calls Periodical Technical Calls Technical Calls Tracker

Registration Numbers: Single SEBI Registration No.: NSE (Cash) NSE (F&O) NSE (CD) BSE (Cash)

BSE (F&O):INZ000161035; CDSL & NSDL SEBI Registration No.: IN-DP-24-2015; AMFI: ARN-3080;

PMS: INP000004623: CIN-U51109WB1993PLC060987

Regd. Office Address: 4, Lee Road, Vaibhav, 5th Floor, Kolkata – 700 020

West Bengal, India; Tel. No.: (91 33) 6634 5400, (91 33) 4011 5400 (91 33) 3051 5400; FAX: (91 33) 2289 3401

For any Grievance mail to :, Email:; Web Site:

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