PHD CAPITAL

Passion, Hunger,
and Dedication.

PHD Capital Private Limited is a SEBI-registered Corporate Research Analyst (Registration No. INH000016126) incorporated on 9 July 2020 (CIN U67190WB2020PTC237908) and headquartered in Maslandapur, Basirhat Road, North 24 Parganas, West Bengal.

Founded and led by Pradip Halder, an alumnus of IIM Calcutta with a B.Com, MBA, CMT-I, and multiple NISM certifications, the company operates across several important areas of the financial ecosystem.

PHD Capital provides financial-market research & recommendations, model portfolio services, mutual fund distribution, and investor education and mentorship focused on simplifying market concepts and building disciplined financial habits.

Guided by its core philosophy of "Passion, Hunger, and Dedication," the firm is committed to delivering transparent, research-backed insights that empower investors to make informed, responsible, and long-term oriented decisions.

Mr. Pradip Halder
Mr. Pradip Halder
Founder & CEO

Pradip Halder is the Founder & CEO of PHD Capital Private Limited, a SEBI-registered Corporate Research Analyst known for his sharp, research-driven market approach. A B.Com graduate, MBA in Financial Markets, CMT-I, and holder of multiple NISM certifications, he blends deep academic expertise with a decade of hands-on equity-market experience.

Pradip is widely regarded as a momentum and breakout specialist with an exceptional understanding of market psychology and price behaviour. His work has earned recognition from top personalities, including well-known actors, industry leaders, and prominent finance professionals, establishing him as a credible voice in the investment community.

Through PHD Capital, digital platforms, and investor-education initiatives, he continues to empower investors with transparent, structured, and research-backed market insights.

SEBI Reg. No. INH000016126 IIM Calcutta Alumnus CMT-I & NISM Certified

Our Services & Expertise

Comprehensive financial solutions backed by a disciplined framework.

Financial Market Research
PHD Capital delivers comprehensive financial market research alongside well-crafted investment recommendations. We decode market psychology, sector behaviour, and trend shifts using the STF methodology.
Model Portfolio Services
We develop professionally curated model portfolios designed to suit different market phases, risk levels, and investment goals. Built using a strategic blend of sentiment analysis, technical patterns, and fundamental strength.
Mutual Fund Distribution
As an AMFI-registered distributor, we help clients choose suitable funds based on risk profile, time horizon, and financial goals, focusing on long-term wealth creation through diversification.
Investor Education
We are committed to simplifying market concepts through mentorship and education initiatives, empowering investors to build disciplined financial habits and make responsible decisions.

Why the STF Method?

The Power of Sentiment

We believe that the stock market primarily moves based on public sentiment or psychology. The financial market is essentially a reflection of collective human thinking. Different individuals have different perspectives—some prioritize fundamentals over technical aspects, some prefer technical analysis over fundamentals, while others consider the market a gamble. However, all these varying views ultimately drive market movements, whether up or down.

From our observations, when sentiment is negative (leading to market corrections), no positive news has a lasting impact—it may trigger short-covering rallies but fails to sustain upward momentum. Conversely, in a strong bullish phase, even fundamentally weak stocks tend to rise. This is the power of public sentiment, which often defies logic, fundamentals, and technical.

The Trap: Sentiment Lags

However, while market sentiment and market movement are closely correlated, they are not always aligned. For instance, when the market is potentially forming a top—meaning it's unlikely to rise much further—it is nearly impossible to predict that moment in real time. As a result, sentiment often remains bullish even as the market begins to peak. By the time sentiment starts to shift towards bearishness, the market has often already corrected significantly.

The reverse is also true during bottom formations. When the market is potentially bottoming out—meaning it may not decline much further—it is again extremely difficult to identify in real time. Sentiment tends to remain bearish during these phases and only starts turning bullish once the market has already made a strong upward move.

The Balanced Approach

This is why blindly following market sentiment can be misleading. While we acknowledge its importance, our approach doesn’t rely solely on sentiment. Instead, we blend market sentiment, price movement, and broader context to form a professional and well-rounded judgment.

We also recognize that market movements are temporary, whereas the stock market of an emerging economy continues to grow in the long run. Ultimately, fundamentals determine whether an investment will appreciate or depreciate over time. Fundamentals shape the long-term conviction of investors, influencing whether they remain invested in a stock or exit.

At the same time, technical analysis plays a crucial role in deciding whether entering a specific stock is appropriate given the prevailing economic conditions, business cycles, and market cycles. It helps assess the right timing and price levels for entry and exit, ensuring that investments align with current market trends.

The STF Investment Approach

We follow a three-layered stock selection process—Sentiment first, then Technical, and finally Fundamentals.

01

Sentiment (Psychological Factor)

We begin our analysis with sentiment, because from our experience, market movement is strongly correlated with public sentiment. Sentiment captures the collective mindset of investors and shifts in emotion—whether optimism or panic—often precede major price swings.

However, while sentiment is a powerful indicator, it is not always timely. Markets often keep rising despite already euphoric sentiment, and they can begin to recover well before investor sentiment actually turns positive. That’s why we combine sentiment analysis with professional judgment, taking into account market behaviour and broader context. We don't follow sentiment blindly—we interpret it intelligently.

This ensures we stay aligned with the market's psychological phase, without falling into emotional traps.

02

Technical Analysis

Once a sentiment-based professional judgment is established, we take the next step by identifying stocks that are well-positioned on the charts based on the current market environment.

We use various technical indicators and parameters to assess whether a stock is in an overbought or oversold zone, its support and resistance levels, and its overall price action relative to historical trends.

03

Fundamental Analysis

Once technically strong stocks are identified; we perform a comprehensive fundamental analysis to assess their suitability for long-term wealth creation. Our evaluation covers key aspects such as valuation metrics, financial performance, management commentary, and other critical fundamental indicators.

This structured approach helps us narrow down our stock research focus, ensuring that we dedicate our efforts and resources only where necessary. Since researching a company is a time-consuming and costly process, filtering stocks using technical parameters first allows us to optimize our efforts efficiently.

Ready for a professional approach?

Join PHD Capital for disciplined, research-backed wealth creation.

Talk to our team
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