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Surge Capital Aims to provide a Comprehensive and Institutional Quality Experience to Every Investor.

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Not only are we Returns oriented but are also focused on sharing curated Insights & Knowledge which we believe is very important for an Investor to grow.

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Product Insights
Product Insights
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List Of 15-20 Stock Ideas

Surge’s core work is to keep finding strong Businesses & Trends. But one thing we truly believe in is that most of the time we cannot say which of these Businesses or Trends would deliver the best returns or is the safest. Thus we look to invest in multiple such ideas in form of a curated list of 15-20 stocks. Even though some of these ideas might not work for variety of reasons, but at portfolio level a combination of such strong ideas should do well.

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Comprehensive Research Reports

End goal of research at Surge is to identify which of our Six Key Focus attributes does a company have; the more the better. We research the history of a company to understand the strength of business model, signs of innovation & pivots, management’s execution excellence and if some optionalities have been under works. Then we look at current standing of the company to establish its leadership or edge that it might have developed, or if there is some internal change or some external trend underway.

This comprehensive & intuitive process allows us to establish which of our Six Key Focus attributes a company has, which then helps us to clearly define what we can expect from a stock going ahead and what are the risks associated.

All the insights gained in our research process is made available in form of a concise research report which highlights our key focus attributes that the company posses, provides you a good understanding of a company’s business and elaborates on our thesis on the stock; which would be very helpful for developing the conviction required to invest in a stock.

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Continuous Evaluation & Updates

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Buying is not even half the game of investing. We at Surge have experienced that we gain tremendous insights after our initial research through continuous monitoring & evaluation of the businesses & companies we invest in. These additional insights further refines our understanding, allowing us to ride a trend to its maximum possible and take timely exit decisions.

We look to share these additional insights and updates on our stock ideas, atleast on a quarterly basis.

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Knowledge Base

At Surge, we are constantly reading variety of resources around investing, businesses, markets and companies to gather insights and refine our thinking. Plus, we have a habit of archiving these resources and insights. This practice allows us to develop a knowledge base which can referred to in the future for connecting the dots. And we look to share these resources on a recurring basis for everyone at Surge to gain insights & learn.

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Newsletters/Concalls

Clear, Transparent and Regular communication is very crucial for you to understand and make the best use of what we at Surge are trying to deliver; be it our thought process, performance, future outlook, learnings and operational aspects. And we look to enable these communications through a quarterly newsletter/concall which would cover all these areas.

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