Five conviction stock ideas every month across Indian and US markets — each one argued in writing, with entry zones and the risks stated up front.
Every idea begins with the business, not the ticker — its model, moat, management and the numbers that prove it.
Five conviction ideas a month. Not fifty. Each one argued in writing, with a thesis you can check against reality.
We state the risks before the upside — the specific things that would make us wrong, written down up front.
Valuation first: what a business is actually worth, and the price band worth paying for it.
Indian and US markets under one roof — large caps, mid caps and select small caps, researched the same way.
Every past call is reviewed every month: hold, add or exit — always with the reasoning.
SAMPLE REPORTAI-server backlog and an enterprise refresh cycle, spotted before the market priced it in.
AI-server orders are concentrated in a few large buyers; PC-cycle timing and memory costs can squeeze margins.
Hold, add or exit — updated every month with reasoning.
From AI chips to power and platforms — the US names reshaping markets, and the research that explains why. Every idea comes with its thesis, entry zone and risks.
Up 256% in 2026 alone as AI data centres soak up high-bandwidth memory — fiscal Q3 revenue rose 346% year on year to $41.5B, with a record $18.3B of free cash flow.
An enterprise-hardware leader riding the AI-server build-out — shares hit an all-time closing high of $588.40 on 17 Sep 2026 on the back of record AI-server demand.
Market data: 52-week low and share price on 22 Sep 2026 (Yahoo Finance, StockAnalysis). Shown for market context — not Aurven recommendations or recorded trades. Past performance is not indicative of future returns.
Every Aurven report follows the same five-part discipline, so you always know what you're buying and why.
Across Indian and US markets — large, mid and select small caps. Chosen for conviction, not coverage.
Business model, moat, growth triggers and management quality — the whole argument, in plain English.
What we think the business is worth, and the price band worth paying — so you never chase.
The specific things that would invalidate the idea — written down before anything else.
Updates on every prior call — hold, add or exit — with the reasoning, so no idea is left orphaned.
No lock-ins, no fine print. Pick the plan that fits how you invest — and cancel the monthly plan anytime.
Screening and stock-analysis tools to run your own process — filters, financial snapshots and valuation lenses.
The Monthly Report plus full access to the Analysis Tools. Everything Aurven publishes, one purchase.
5 conviction stock ideas each month across Indian & US markets, with full research rationale, entry zones and risk notes.
| What's included | Tools | Combo | Report |
|---|---|---|---|
| 5 conviction ideas / month | — | ✓ | ✓ |
| Thesis, entry zones & risk map | — | ✓ | ✓ |
| Monthly review of past calls | — | ✓ | ✓ |
| Screening & filters | ✓ | ✓ | — |
| Snapshots & valuation lenses | ✓ | ✓ | — |
| Priority email support | — | ✓ | — |
| Price | $9 | $19.99 | $14.99/mo |
For investors with ₹50 lakh (about $57,000) or more, Aurven offers a fully managed equity mandate — the research desk's highest-conviction ideas, sized and monitored for you personally.
Request a callback →We write down the risks before the upside. If we can't name what would make us wrong, the idea doesn't ship.
Five ideas, not fifty. Conviction means choosing — and telling you exactly why we chose.
Price is what you pay. We always say what it's worth and the band worth paying.
No call is ever left orphaned. Every idea gets reviewed every month — hold, add or exit.
Independent means no one pays us to like a stock. Our only client is the reader.
Five conviction ideas across Indian and US markets. Each one comes with the full thesis (business model, moat, management), a valuation with an entry zone, a risk map, and a monthly review of every past call — hold, add or exit.
After checkout you receive a private download link to the PDF report. The Analysis Tools are delivered the same way, as a screener you can run yourself.
Yes. The Monthly Report can be cancelled anytime — no lock-ins, no fine print. Analysis Tools and the Combo are one-time purchases.
All plans are priced in US dollars and use secure checkout via Razorpay.
No. Aurven Capital LLC is not registered with SEBI as an investment advisor or research analyst. All content is for educational and informational purposes only — please consult a SEBI-registered advisor before investing. Read the full disclaimer.
Yes — for investors with ₹50 lakh (about $57,000) or more, through a personal Portfolio Management mandate. We also offer pre-IPO access, corporate advisory, an NRI desk and tax & estate referrals. See Partners.
This month's five ideas are waiting. Join for $14.99 a month, save 34% with annual at $119 — or get everything with the Combo.
From managed portfolios to pre-IPO access, corporate advisory and NRI investing — Aurven extends its research desk into hands-on services for investors, families and businesses.
Enquire nowA fully managed, research-driven equity portfolio built around your goals, risk appetite and horizon. Structured as a personal mandate with quarterly reviews.
Strategic and capital advisory for promoters and growing companies — fundraising readiness, structuring, valuation thinking and investor connect.
Introductions to vetted tax and estate specialists for succession, trusts and cross-border planning — coordinated alongside your portfolio.
Curated access to unlisted and pre-IPO opportunities — sourced, diligenced and priced before they reach public markets.
A dedicated desk for NRIs investing in India — accounts, repatriation-aware allocation and research coverage, coordinated across time zones.
Tell us what you're working towards and we'll point you to the right desk — or the right combination of them.
Whether you're growing a family portfolio, preparing a business to raise capital, or investing in India from abroad, Aurven brings the same disciplined research to every mandate.
Talk to usEvery opportunity goes through the same thesis, valuation and risk-map process as our monthly reports.
Structured around your goals, risk appetite and horizon — never a one-size model portfolio.
Where we refer, we refer to specialists we've vetted — and coordinate their work alongside your portfolio.
Quarterly reviews and clear reporting, so you always know where your capital stands and why.
Tell us what you're planning — we'll help you find the right approach, and the right people.
Let's talk