Premium Services

You may avail our premium services at the dedicated section:


www.drvijaymalik.com has been set up with the aim of simplifying stock market investing. The website contains multiple articles focused on stock market investing and personal finance, which help readers to enhance their stock investing skills.

The website also has multiple articles containing author’s inputs on the stock analysis shared by readers. These analyses have been helpful to readers for understanding the application of concepts learned from conceptual articles.

Both stock investing articles and the stock analysis articles are available freely to all the readers.

In addition to the articles and analysis on the website, we provide following premium services:

1) Follow Dr Vijay Malik's Portfolio with Latest Buy/Sell Transaction Updates:


This premium service has been commenced as an information source for the investors who wish to know about the stocks that I am buying currently or the stocks that I have sold recently. This is purely an information source and services like advising individual clients on portfolio allocation etc. is not a part of this service.

My stock portfolio has its origins in August 2011, when I invested my initial savings from my first job after MBA (2009-11). I have been able to invest in some of the fundamentally good stocks at the initial stage of their growth phase, which were later on discovered by research/brokerage houses and witnessed investments from institutional investors.

The recognition of stocks by key market players have helped to generate significant gains for the portfolio as the underlying stocks got rerated and increased in value. A few such examples are: Ambika Cotton Mills Limited, Vinati Organics Limited, Mayur Uniquoters Limited etc.

I started investing in Ambika Cotton Mills Limited in September 2014, when it was trading at very low valuation levels. The stock was later on identified by the well-known value investor Prof. Sanjay Bakshi, who invested in it through his fund “ValueQuest India Moat Fund Ltd” in March 2015.

Similarly, other stocks like Vinati Organics Limited and Mayur Uniquoters witnessed increased FII buying and thereby generated good returns by increase in share price. The increased FII buying led to the P/E ratio of Mayur Uniquoters increasing from 6.6 to above 30 and P/E ratio of Vinati Organics increasing from 7.7 to above 20. This increase in valuations led to significant increase in the contribution of these stocks in the portfolio returns.

Updates on portfolio performance as on March 31, 2017:


  • During FY2017, the portfolio has generated returns of 173.55% against an increase in BSE Sensex of 16.93%. 
  • I started building the portfolio on August 8, 2011, on joining my first job after MBA (2009-11). Since then, the portfolio has generated an annualized return (CAGR) of 73.17%.

The below table contains the yearly performance history of the portfolio:


Readers/investors who wish to know about the details of my portfolio and the recent transactions with regular updates may subscribe to this premium service for one year or for two years at the following link:

Follow track Dr Vijay Malik portfolio latest transactions updates value investing investor portfolio India bottom up fundamental analysis research


The subscription service for “Follow My Portfolio” involves the following features:
  1. Update by email about all the future transactions (buy as well as sell) in my portfolio at the end of the day of the transaction (after market closing hours) during the period of the subscription. The email update would contain the details of the stock bought/sold and the price at which the transaction was done.
  2. Access to the premium section containing updated details of my portfolio and the list of all the transactions from the start of this service (July 30, 2016) until date during the subscription period, at the following link: http://premium.drvijaymalik.com/portfolio/
  3. "Follow My Portfolio" service is an information service and not an advisory service. In it we intimate subscribers about our portfolio allocation and transactions. We are not able to provide portfolio advisory, portfolio allocation and creation, stock selection, stock buying targets, selling targets etc as part of "Follow My Portfolio" Service.

The information about composition of the portfolio to be available in the following format:

S. No.
 Name of the Company
 % age of portfolio (current price)
 Avg Cost Price (₹)
 First Buy Date
 Latest Buy Date
 Lowest Buy Price (₹)
 Highest Buy Price (₹)
1
ABC Limited
xx%
xx.xx
dd-mm-yy
dd-mm-yy
xx.xx
xx.xx
2
DEF Limited
xx%
xx.xx
dd-mm-yy
dd-mm-yy
xx.xx
xx.xx
3
XYZ Limited
xx%
xx.xx
dd-mm-yy
dd-mm-yy
xx.xx
xx.xx


The details of all the transactions from the start of this service (July 30, 2016) until date in my portfolio to be available in the following format:

S. No.
 Date
Name of the Company
Buy/Sell
Share Price (₹)
1
dd-mm-yy
XYZ Limited
Buy
xx.xx
2
dd-mm-yy
XYZ Limited
Buy
xx.xx
3
dd-mm-yy
ABC Limited
Buy
xx.xx
4
dd-mm-yy
XYZ Limited
Buy
xx.xx
5
dd-mm-yy
DEF Limited
Buy
xx.xx

Whenever I will  do any buy/sell transaction in my portfolio, an email notification would be sent to subscribers at the end of the day, which would contain the information in the following format:

 Date
Name of the Company
Buy/Sell
Share Price (₹)
dd-mm-yy
ABC Limited
Buy
xx.xx

This premium service has been commenced as an information source for the investors who wish to know about the stocks that I am buying currently or the stocks that I have sold recently.

However, there are certain key points of this service:

  1. The key essence to focus is that "Follow My Portfolio" service is an information service and not an advisory service. In it we intimate subscribers about our portfolio allocation and transactions. We are not able to provide portfolio advisory, portfolio allocation and creation, stock selection, stock buying targets, selling targets etc as part of "Follow My Portfolio" Service.
  2. The intimation to investors would always be after closing of the market hours on the day on which I have done any buy/sell transaction.
  3. There is no provision of any research report/recommendation note to be published/made available to investors as this service is to provide a glimpse to the investors into my personal portfolio management and related actions. For more details, please read the answers to the frequently asked question (FAQs) below.
  4. This service has been designed to act as an information source to subscribers about the composition of my portfolio and the stocks that I am buying/selling currently. This is purely an information source and services like advising individual clients on portfolio allocation etc. is not a part of this service.
  5. I would not be able to provide responses to questions about specific stocks in the portfolio and specific buy/sell decisions.
  6. This service does not include intimating the subscribers in advance about the buy/sell decisions that I would take about specific stocks.
Investors who wish to avail this service may subscribe by clicking on the following link:

Follow track Dr Vijay Malik portfolio latest transactions updates value investing investor portfolio India bottom up fundamental analysis research


Key instructions to subscribers:

  1. This is a subscription service. The access to premium features of this service would lapse after subscription period gets over unless the renewal is done.
  2. Once this premium service is availed, then there is no provision of any refund of the fee or the cancellation of the service during the period of subscription.
  3. Please take note that "Follow My Portfolio" service is an information service and not a investment/portfolio advisory service.

P.S: Please read the following article for further details, the steps to be followed for completion of subscription process and answers to frequently asked questions (FAQs) : My Portfolio


2) Stock Analysis Excel Template (compatible with Screener.in):


I use a customized excel template to analyse stocks as per my preferred parameters by using the data downloaded from screener.in website. The template acts as a dashboard of key analysis parameters, which help me make an opinion about any stock within a short amount of time (sometimes within a few minutes). I have used this excel template and the analysis output in many stock analysis articles published on this website.

You may read about various stock analysis articles written by analyzing companies using the excel template in the "Author's Response" segments on the following link: Stock Analysis Articles

In the past, many readers/investors have asked me to provide the copy of this excel file. However, until now, I have not put the excel template in the public domain for download. I have always advised investors to customize the standard screener excel template as per their own preferences and their learning about stock analysis from different sources. Customization of excel template on her own can be a very good learning exercise for any investor.

However, due to repeated requests for sharing the excel template, I have decided to make the customized excel stock analysis template, which is compatible with screener.in and provides stock data as a dashboard, as a paid download feature.

Investors who wish to get the customized excel stock analysis template may download it from the following link:

Dr Vijay Malik premium paid services workshops, guest lectures, Stock Analysis Excel Template compatible with Screener.in


The structure and sample screenshots of the stock analysis excel template file are as below:



1) Analysis sheet: This sheet presents values of more than 40 key parameters in the form of a dashboard. These parameters cover analysis of profitability, capital structure, valuation, margin of safety, cash flow, creation of wealth, sources of funds, growth rates, return ratios, operating efficiency etc.

Having a quick look at these parameters in the form of the dashboard helps in quick assessment about the company, its historical performance and its current state of affairs.



Screenshot of large resolution output of the Analysis Sheet: Click Here

2) Description sheet: This sheet contains details about description and interpretation of about each of the more than 40 parameters. It is advised that investors should read this sheet in detail before starting with the analysis of companies by using this template.

Screenshot of the Description Sheet: Click Here

3) Instructions sheet: This sheet contains details about the steps by step apporach to get started with this sheet on screener.in website, change in settings for Microsoft Excel to resolve common issues and other instructions for the buyers.

To see the step by step instructions guide containing the screenshots for uploading the excel sheet on screener: Click Here

Screenshot of the Instructions Sheet: Click Here

4) Version history: This sheet contains details about the changes/updates made in each of the new versions of the sheet.

You may read about various stock analysis articles and see the screenshots of the excel template in the "Author's Response" segments on the following link: Stock Analysis Articles

Users'/Investors' Feedback about this Stock Analysis Excel Template:


The stock analysis excel template was initially made available for download on July 11, 2016. More than hundred investors have downloaded the same and quite a few of them have provided their inputs about the excel template. Here are some of the responses sent by the users of this template:

“This is a great tool for getting down to the heart of a company's financials.
When I was doing my MBA at NYU I had a valuation professor who encouraged everyone in the class of 60 to make their own customized sheet similar to what you've made. I was a fan of Buffett so I remember keeping some of his metrics in view and creating a sheet! Of course yours is head and shoulders above anything else I've seen - kudos!”
- Uday (via email)

The excel template is quite useful. It makes things easy for us in not doing the hard labor and calculating all vital data for each company separately.
- Ashish (in comments on the article at drvijaymalik.com)

“Thank you Dr. Malik.  The tool is indeed very useful and super-fast to use. God bless you for creating it! Please use this as part of ur training to perform financial analyses of different types of companies in different performance contexts across industries. I am sure others will also love it.”
- Harsh (via email)

"Dear Sir, I have downloaded the excel. It's simply AMAZING, EFFORTLESS and AWESOME. Kudos to you and your team for wonderful creation.."
- Vikram (via email)

“Very good tool created for Stock analysis. Very helpful. Thank you sir”
- Jiten (via email)


For further details please read this article: Dr Vijay Malik's Stock Analysis Excel Template (compatible with Screener.in)

P.S: Please read all the instructions on the payment page, carefully before making the purchase of the excel template.



Dr Vijay Malik premium paid services workshops, guest lectures, Stock Analysis Excel Template compatible with Screener.in

3) e-book: “Peaceful Investing – A Simple Guide to Hassle-free Stock Investing"

www.drvijaymalik.com has a huge collections of articles, which are focused on simplifying the stock market investing for common investors. These articles cover different aspects of stock investing like:
  1. Deciding the suitable approach to stock market investing
  2. Shortlisting companies for analysis
  3. Detailed guidelines for conducting in-depth stock analysis covering: financial analysis, valuation analysis, business & industry analysis, management analysis, operating efficiency analysis etc.
  4. Ready checklists as a ready reference while doing stock selection
  5. Deciding about the price to pay for any stock
  6. Deciding when to sell the stocks in the portfolio
  7. Methods to check accounting juggleries by companies
  8. Guidelines for creation a portfolio of stocks with ideal number of stocks
  9. Guidelines for monitoring stocks in the portfolio
and many more.

All these articles are separate write-ups, which are available to all the readers at www.drvijaymalik.com.

A lot of readers have asked whether there exists an e-book compiling all these articles, which could be downloaded by the readers so that the articles could be read in a sequence even when the reader is offline.

The key stock investing articles were collected as a book and offered as a key study material guide to each of the participants of all the “Peaceful Investing” workshops being conducted by us. 

Peaceful Investing book, Value investing book, Dr Vijay Malik book, Dr Stock book, ebook, e-book, Stock Investing Guide book

The feedback from the workshop participants about the book has been very good. The readers have found the book very useful to learn stock analysis.

Peaceful Investing book, Value investing book, Dr Vijay Malik book, Dr Stock book, ebook, e-book, Stock Investing Guide book

Many other readers of www.drvijaymalik.com have asked for this book to be made available even for the members who have not be able to attend the “Peaceful Investing” workshop.

As a result, the book “Peaceful Investing – A Simple Guide to Hassle-free Stock Investing” has been made available as a premium download to the investors. Investors who wish to get the book may download it from the following link:

Peaceful Investing book, Value investing book, Dr Vijay Malik book, Dr Stock book, ebook, e-book, Stock Investing Guide book

For details of all the articles contained in the book, please read this article.

4) E-book: “Company Analyses (Vol. 1)” : Live Examples using Peaceful Investing Approach


www.drvijaymalik.com has a huge collections of  stock analysis articles, where we have provided our views about different companies as inputs to queries asked by readers. As on date, the number of such articles is nearing a hundred.

Each of these articles contains learning arrived after conducting the in-depth analysis of companies:
  • their financial performance
  • detailed study of historical annual reports
  • credit rating reports
  • corporate communications
  • peer comparison
These articles contains analysis of the companies on parameters like financial, business, operating efficiency analysis. The articles have a special focus on the in-depth management analysis along with assessing margin of safety in the business model of companies.

Company analysis using Peaceful Investing Stock Analysis approach, learn equity research analysis, value investing, fundamental investing

A lot of readers have provided very good feedback about these analysis articles. Readers have appreciated the help, which these articles have provided the investors in understanding the analysis process that can be replicated by them while conducting their own stock analysis.

All these stock analysis articles are separate write-ups, which are available to all the readers at www.drvijaymalik.com.

A lot of readers have asked whether there exists an e-book compiling all these articles, which could be downloaded by the readers so that the articles could be read in a sequence even when the reader is offline.

As a result, the book (PDF) “Company Analyses (Vol. 1)” : Live Examples using Peaceful Investing Approach has been made available as a premium download to the investors. Investors who wish to get the book may download it from the following link:


Company analysis using Peaceful Investing Stock Analysis approach, learn equity research analysis, value investing, fundamental investing, Peaceful Investing book, Value investing book, Dr Vijay Malik book, Dr Stock book, ebook, e-book, Stock Investing Guide book


Feedback received from readers of the book is mentioned below:


 For more details about this book, please read this article.


5) “Peaceful Stock Investing” Workshops:


“Peaceful Stock Investing” workshops are full day workshops (9AM to 6PM) held on selected Sundays. The workshops are focused on stock selection and analysis skills, which would make us much more confident about our stock decisions. It ensures that our faith would not shake with day to day market price fluctuations and we would be able to reap true benefits of stock markets to fulfill our dream of financial independence.

The workshops focus on the fundamental stock analysis of stocks with a detailed analysis of various sources of information available to investors like annual reports, quarterly results, credit rating reports and online financial resources.

You may learn more about the workshops, pre-register/express interest for a workshop in your city by providing your details on the following page:



6) Guest Lectures/Sessions:


I am open to addressing an audience of stock investors about various aspects of fundamental stock investing.

Please note that I follow a bottom-up fundamental analysis approach in which I look for high growth companies generating free cash flows from their operations, which are conservatively financed, being run by competent & shareholders' friendly management, and are available at attractive stock prices. Therefore, the topics that I would be willing to cover and the message that I would deliver in such guest lectures would also be related to this approach.

I would not be able to give an opinion about individual stocks, events, technical analysis in the guest lectures.

You may read about a seminar that I had with Moneylife here: Finding Stocks that are backed by right management - MoneyLife

You may read the feedback of the audience for the Moneylife seminar here: Audience Feedback

If you are interested in hosting a guest lecture, then you may contact me at dr.vijaymalik@gmail.com for further details.


P.S.:


  • I would commence more premium services going ahead and would update about them at this page.
  • The stock investing articles, stock analysis articles containing my inputs to readers’ analysis and “Ask Your Queries” section would be available free to all the readers/investors.