The Equal Research

Special Holding

Our positional research service for medium-term holding ideas, with full risk disclosure.

Issued by
The Equal Research Investment Adviser
SEBI Reg. No. (RIA)
INA000004377
Certification
ISO 9001:2008 — GCS/QMS/714

What is Special Holding?

Special Holding is a positional research offering for clients who prefer to hold selected ideas over a medium-term horizon rather than trade intraday. Ideas are shared with a defined view, target zone, and stop-loss, based on our fundamental and technical research.

How it works

  • Research-backed positional ideas across eligible equity and derivative segments.
  • Each idea carries a clearly defined entry, target range, and stop-loss.
  • Periodic follow-ups and review as market conditions evolve.
  • Guidance aligned to your chosen segment and risk profile.

Who it is for

This service suits clients who can hold positions for a longer duration, tolerate interim volatility, and follow disciplined risk management. It is not suitable for those seeking assured returns or unable to bear overnight and market risk.

Important disclosure

Positional holdings carry overnight and event risk, and outcomes are not guaranteed. Past performance is not indicative of future results. Recommendations are for your consideration only; execution is at your discretion through your own account. Investment in securities market is subject to market risks.

Questions about this document?

Our compliance team can walk you through anything on this page. Mon–Fri, 10:00 AM – 6:00 PM.

Unresolved concerns can be escalated through our grievance redressal process.