WealthStep Research offers research-backed short, medium and long-term investment packages — built on disciplined fundamental and technical analysis, not guesswork.
WealthStep Research offers numerous options for investment for individuals. We have myriads of packages & plans for investors. Whether small investors, medium or big corporate investors, clients can choose a custom plan as per their specific needs & requirements. We provide very effective & disciplined approaches, and never compromise on service — whether clients are looking for short or long-term investments. We define & implement appropriate strategies by considering each investor's objectives and constraints.
As a reputed equity research firm of India, our mission is to provide sound returns to our investors for their invested capital. Our financial analysts & experts conduct intensive research and analysis to ascertain the right investments for you.
We believe in long-term relationships with our clients. We provide full transparency to our potential investors by guiding investment solutions in terms of better returns, backed by solid research & analysis.
From quick short-term calls to patient multi-year multibagger picks — pick the approach that matches how you invest.
Our short-term desk is built for investors who want to capture near-term price momentum rather than sit through multi-month cycles. Every call is backed by our research team's read on price action, volume and news flow, and is tracked actively from entry to exit so you're never left guessing when to book profit or cut a loss.
This service is aimed squarely at hands-on investors — people who can check a call the moment it lands and act on it, not those who only look at their portfolio once a month. We prioritise speed of communication and clarity: a call, an SMS and an email land together, so nothing gets missed in a busy inbox.
Fundamentally strong companies selected through a top-down fundamental research approach combined with technical analysis. Our medium-term analysts bring years of experience selecting businesses using a blend of fundamental and technical work — stocks are shortlisted through deep research and data analysis, including past performance, the quality of promoters and management, growth prospects for the industry, and the company's competitive advantage over its peers.
Fundamental Research: Every shortlisted stock undergoes scrupulous basic analysis against parameters such as earnings growth, profitability, management experience and competence, ROE benchmarks and competitive positioning.
Technical Analysis: Stocks that clear the fundamental screen are further filtered through our technical framework to identify the right entry point — a good buy price range that supports the probability of gains within the specified time frame.
Stock Tracking & Review: Once a stock meets all parameters it's recommended to clients. Every open position is tracked actively, with review reports sent as required.
WealthStep has a specialised team researching high-potential mid-cap and small-cap stocks — companies with sustainable business models, long-term growth visibility, a competitive advantage over rivals, and good-quality management. Every open position is tracked actively with periodic updates. Pick the plan below that matches your horizon.
Every long-term recommendation clears a fundamental screen before it ever reaches a client. Stocks are shortlisted through deep research and data analysis — past performance, the quality of promoters and management, growth prospects for the industry, and the company's competitive advantage over its peers. Any recommendation involves in-depth analysis of the industry itself: its size, historical growth, segment-wise contribution, and each player's market share within it.
Only stocks that fulfil all parameters — from both a business and a valuation perspective — are recommended. Once recommended, positions are tracked actively with review reports issued as required.
Our Value Picks service is designed to identify mid-cap and small-cap stocks with strong fundamentals, solid management and good corporate governance — available at attractive valuations. Stocks that meet all these parameters are recommended with a horizon period of 2–3 years.
The small-cap and mid-cap space is a fairly under-researched sector. It can't be avoided altogether, since it offers the potential for multibagger returns — but it requires a sound research process and real analytical skill to spot genuine opportunities in this space, which is exactly where our specialised team comes in.
Retail investors often lack the time and tools to do this kind of deep-dive themselves — and even when they have the skill, impatience and a lack of discipline get in the way of long-term success. That's where a trusted financial advisor comes in. Any recommendation involves in-depth analysis of the industry: its size, historical growth, segment-wise contribution, and each player's market share within it.
In our Multibagger package you receive 1 call per month aimed at delivering multibagger returns — built for passive investors with a longer time horizon who'd rather let deep research do the heavy lifting than chase every market move themselves.
Stock Bundle is a premium investment service offering a handpicked selection of 8–10 stocks focused primarily on mid and small-cap companies. These stocks are carefully chosen based on in-depth research, solid growth potential, and long-term value, spread across diverse sectors to capitalise on growth opportunities within the mid and small-cap universe.
Each stock in the bundle comes with a comprehensive research report — business overview, performance drivers, future outlook and investment rationale — with a recommended holding period of 18–24 months. It's built for investors with a moderate risk tolerance who'd rather follow a structured, researched approach than make picks based on market speculation.
Penny stocks are low-priced shares of a relatively small company — think micro-cap and small-cap. These securities are mostly offered by companies with lower market capitalisation, which is why they're also called nano-cap, micro-cap or small-cap stocks depending on the exact figure. Most investors consider shares below ₹20 to be penny stocks, and liquidity can be questionable, so it's worth weighing that before buying.
The flip side is that penny stocks are underfollowed, which creates real opportunity. With most large research houses focused on blue-chip names, penny stocks tend to be overlooked — which can result in mispriced securities. Investors who spot these mispricings can earn returns that are simply unheard of in the blue-chip world. The potential loss on a penny stock can be 100%, but so can the upside be many times higher.
The key to successful investing here is thorough due diligence — this can't be overstated in the volatile world of penny stocks. A disciplined approach, and a clear understanding of the risk-reward trade-off, should guide anyone interested in this category.
Be patient — stocks will be there tomorrow. Take your time exploring what's on offer, and never put into an account what you can't afford to watch evaporate; penny stocks are a high-risk play.
Everything mandated for SEBI-registered Research Analysts, in one place — click any section to expand.
Investor Charter – Annexure B (as per SEBI Circular No SEBI/HO/IMD/IMD-II CIS/P/CIR/2021/0685 dated Dec 13, 2021)
Name of Research Analyst: Diwakar Prasad Vyas | SEBI Reg. No.: INH100005677 | Data for month ending: June 2026
| Sr. | Received From | Pending (start) | Received | Resolved | Total Pending | Pending >3 months | Avg. Resolution (days) |
|---|---|---|---|---|---|---|---|
| 1 | Directly from Investors | 0 | 0 | 0 | 0 | 0 | 0 |
| 2 | SEBI (SCORES) | 0 | 0 | 0 | 0 | 0 | 0 |
| 3 | Other Sources | 0 | 0 | 0 | 0 | 0 | 0 |
| Grand Total | 0 | 0 | 0 | 0 | 0 | 0 | |
Trend of monthly & annual complaint disposal (Apr 2025 – present): 0 received, 0 resolved, 0 pending across all recorded months and financial years 2020-21 through 2024-25.
There is no provision for any refund or cancellations for the services offered by Diwakar Prasad Vyas through wealthstepresearch.com, its subdomains, or affiliate channels.
Please read through all service information carefully before subscribing. For questions, reach out before making a purchase. By availing services, you agree to the condition of no cancellations or refunds.
Diwakar Prasad Vyas ("The Individual") is a SEBI Registered Research Analyst vide Registration Number INH100005677 dated on 2018-02-16.
In accordance to Regulation 24 (2) of the SEBI (Research Analyst) Regulations, 2014, I shall maintain the following the Code of Conduct:
I shall act honestly and in good faith.
I shall act with due skill, care and diligence and shall ensure that the research report is prepared after thorough analysis.
I shall effectively address conflict of interest which may affect the impartiality of research analysis and research report and shall make appropriate disclosures to address the same.
I shall not engage in insider trading or front running of my own research report.
I shall maintain confidentiality of report till the report is made public.
I am engaged in research analysis and shall observe high professional standard while preparing research report.
I shall comply with all regulatory requirements applicable to the conduct of its business activities.
I shall bear primary responsibility of senior management for ensuring the maintenance of appropriate standards of conduct and adherence to proper procedures.
Here are the steps a client can follow in case of grievance or feedback:
SCORES portal and ODR portal has been established for resolution of disputes arising in the Indian Securities Market. If you are unsatisfied with the response or resolution provided, you may access SCORES portal or ODR Portal, via below link:
Vision: Invest with knowledge & safety.
Mission: Every investor should be able to invest in right investment products based on their needs, manage and monitor them to meet their goals, access reports and enjoy financial wellness.
Onboarding of Clients
Disclosure to Clients:
1. Investor can lodge complaint/grievance against Research Analyst in the following ways:
Mode of filing the complaint with research analyst: In case of any grievance / complaint, an investor may approach the concerned Research Analyst who shall strive to redress the grievance immediately, but not later than 21 days of the receipt of the grievance.
Mode of filing the complaint on SCORES or with Research Analyst Administration and Supervisory Body (RAASB):
i. SCORES 2.0 (a web based centralized grievance redressal system of SEBI for facilitating effective grievance redressal in time-bound manner) — scores.sebi.gov.in
Two level review for complaint/grievance against Research Analyst:
ii. Email to designated email ID of RAASB
2. If the Investor is not satisfied with the resolution provided by the Market Participants, then the Investor has the option to file the complaint/grievance on SMARTODR platform for its resolution through online conciliation or arbitration.
With regard to physical complaints, investors may send their complaints to:
Office of Investor Assistance and Education
Securities and Exchange Board of India
SEBI Bhavan, Plot No. C4-A, 'G' Block
Bandra-Kurla Complex, Bandra (E),
Mumbai – 400 051
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