Eiko  ·  Investor's Handbook
Opening handbook…
Cover. Eiko Quantum Solutions. INVESTOR’S HANDBOOK SEBI Registered Investment Advisory
Page 2. A Note From The Founders Dear Investor, Welcome to Eiko - we’re so glad to have you with us. This isn’t just an investment handbook. It’s a reflection of how we think, how we operate, and the kind of partnership we hope to build with you. At Eiko, we don’t believe in chasing trends or short-term wins. We believe in showing up every day with discipline, doing the research, and putting your interests at the heart of every decision. We started Eiko with a simple idea - to offer thoughtful, research-backed equity advice that’s rooted in integrity, not noise. Investing can often feel overwhelming. Our goal is to make it feel clear, deliberate, and deeply aligned with your long-term goals. We’re here for the journey - through cycles, through uncertainty, and through compounding progress. Thank you for choosing to walk this path with us. Warm regards, Utkarsh Somaiya & Tanya Somaiya Co-Founders Eiko Quantum Solutions Pvt. Ltd.
Page 3. Inside This Handbook 1. Who we are 1.1 Our Guiding Principles 1.2 Our Story 1.3 Meet The Founders 2. Why Eiko 2.1 Our Strategy 2.2 Our Offerings 3. Investment Philosophy 3.1 Sunrise Sectors & Opportunity Size 3.2 Market Leadership & Market Share 3.3 Earning Quality & Reinvestment 3.4 Competitive Advantage 3.5 Management & Forensic Analysis 3.6 Margin Of Safety
Page 4. 1. Who We Are Eiko Quantum Solutions Pvt Ltd, incorporated in 2024 and registered as a SEBI Investment Advisory in 2025, is a clientfirst advisory firm dedicated to transforming complex market data into clear, actionable investment strategies. At Eiko, we combine a research-driven culture with a quantitative mindset, focusing on identifying asymmetric opportunities - from structural megatrends and special situations to overlooked value and growth ideas. Guided by robust data frameworks and deep market insight, our approach is built to deliver long-term alpha with clarity, conviction and care.
Page 5. 1.1 Our Guiding Principles CLARITY | CONVICTION | CARE At Eiko, we believe in clarity of thought, conviction in research, and care in how we grow and protect your wealth. Our Vision To elevate the investment experience by making professional, research-backed advice accessible and personal - built on a foundation of clarity in thinking, conviction in decision-making, and care in every client relationship. Our Mission To translate complex market signals into clear, databacked investment strategies - guided by deep research, disciplined processes, and an unwavering commitment to our clients’ financial well-being. We aim to grow and protect wealth with clarity, conviction, and care at every step.
Page 6. 1.2 Our Story 01 Eiko was founded on a simple but powerful idea: investment advice should be research-driven, transparent, and always aligned with the client’s best interest. 03 After gaining deep insights into various business and valuation frameworks, Utkarsh set out to develop his own independent research frameworks and established a family office to apply and refine this approach in real-world portfolios. 02 The journey began with Utkarsh Somaiya, a Chartered Financial Analyst (CFA) and law graduate (BLS LLB), who built his foundation at Barclays Group as a Structured Finance Analyst and later as an Institutional Equity Research Analyst at Anand Rathi. 04 With ample hands-on experience across complex financial products, capital markets, and equity valuation, Utkarsh envisioned a clientfirst advisory model - one that prioritizes long-term value creation.
Page 7. 05 Recognizing the need to pair strong investment insight with strategic and operational leadership, Tanya Somaiya came on board as Co-Founder. An MBA and seasoned business strategist with a distinguished career spanning across Christian Dior Couture (LVMH Group), Vogue|GQ|AD|CNT (Condé Nast India), Elle India (the Lagardère Group), and Aditya Birla Fashion & Retail. 07 Together, we co-founded Eiko - a SEBI-registered Investment Advisory firm combining Utkarsh’s equity market expertise with Tanya’s management acumen and strategic vision. Our goal: to deliver high-integrity investment advice with Clarity, Conviction and Care. 06 Her experience spans highimpact roles across strategy, operations, and go-tomarket execution, bringing structure, scalability, and client-centric lens needed to build and grow a brand.
Page 8. 1.3 Meet The Founders Utkarsh Somaiya, BLS/LLB, CFA Co-Founder Chief Investment Officer & Principal Officer Utkarsh brings a powerful combination of legal and financial acumen to the helm of Eiko. A CFA charterholder with a degree in law (BLS LLB), he has built his career on a deep understanding of financial markets and regulatory frameworks. He began his journey with Barclays Group as a Structured Finance Analyst, where he specialized in analysing complex financial products. He further deepened his expertise at Anand Rathi as an Institutional Equity Research Analyst, focusing on financial modeling and equity valuation. Today, Utkarsh drives Eiko’s investment strategy - translating market opportunities into actionable investment solutions for his clients.
Page 9. Tanya Somaiya, MBA Co-Founder Chief Business Officer & Compliance Officer Tanya complements Eiko’s leadership with strategic vision and executional excellence. She holds a Master’s in Business Administration, equipping her with a strong foundation in business strategy and management. With over 5 years of experience in commercial and strategic roles, she has worked at some of the most respected global institutions - Christian Dior Couture (LVMH), Vogue|GQ|AD|CNT (Condé Nast India), Elle India (the Lagardère Group), and Aditya Birla Fashion and Retail. Her expertise lies in business operations, go-to-market strategy, and revenue acceleration. At Eiko, she oversees compliance, business development, and client experience - building the foundation for long-term, sustainable growth.
Page 10. 2. Why Eiko Equity-Only Focus We specialize exclusively in equities. This narrow focus allows us to go deeper - tracking earnings quality, capital allocation, and competitive dynamics - rather than spreading attention across asset classes. Early In, Stronger Out - Sunrise Sectors & Leaders We actively track emerging industries and help clients invest early in tomorrow’s growth engines. Our strategy targets the top three leaders in high-potential sectors, giving you exposure with resilience and scale. Positioned For The Future - Global Megatrends From electrification and AI to data centers and scarce resources like silver and gold - we align portfolios with structural megatrends shaping the next decade.
Page 11. Special Situations & Tactical Allocations We actively pursue event-driven opportunities - mergers, spinoffs, special dividends - where short-term mispricing creates asymmetric potential. These are layered selectively over a fundamentally strong core portfolio. Portfolio Construction Discipline Our portfolios are built with a clear allocation strategy concentrated enough to drive alpha, diversified enough to manage risk. Position sizing is based on conviction, liquidity, and downside protection. Ongoing Monitoring & Review Each portfolio is dynamically monitored for earnings surprises, guidance changes, regulatory shifts, and valuation re-ratings. Exit decisions are as disciplined as entries - guided by data, not emotion.
Page 12. 2.1 Our Strategy Medium Term Multi-Cap 1-3 Year Rolling View Market-Cap & Sector Agnostic Benchmark Focus Nifty 500 Growth Oriented
Page 13. 2.2 Our Offerings At Eiko, we offer a single, highly specialized service: SEBIregistered Investment Advisory - focused exclusively on direct investments in Indian listed equities. Tailored Equity Portfolios We begin by understanding your financial goals, investment experience, and risk preferences. Based on this, we work closely with you to build a portfolio strategy - defining asset allocation, stock exposure, & position sizing Built for investors seeking expert guidance, strategic clarity, and institutional-grade discipline in managing their equity portfolios Note: While execution is handled by you, every portfolio decision is backed by detailed, research-led guidance and review inputs Stock Recommendations We provide actionable, well-researched stock recommendations within the universe of Indian listed equities - across large caps, mid-caps, and emerging sector leaders From sector rotation insights to thematic calls and bottom-up stock ideas, every recommendation is supported by detailed rationale and fundamental analysis ...
Page 14. Ongoing Portfolio Oversight Markets change. So should your strategy We monitor your portfolio’s alignment with macro conditions, earnings developments, and sector shifts helping you make informed adjustments when needed You’ll receive periodic review inputs, rebalancing suggestions, and alerts on material risks or opportunities Note: Clients retain execution control. Our role is to provide timely, research-backed oversight to enhance decision-making Who We Serve First-time investors seeking clarity and structure Experienced professionals looking to optimize returns with strategic oversight High-net-worth individuals (HNIs) requiring customized portfolio frameworks Family offices & institutions in need of deep research and disciplined advice on Indian If you’re serious about building long-term wealth through listed equities, we’re built for you
Page 15. 3. Investment Philosophy 3.1 Sunrise Sectors & Opportunity Size We focus on emerging sectors that are backed by strong structural tailwinds and high growth visibility. Our objective is to participate in sectors with a large addressable opportunity and multi-year compounding potential. 3.2 Market Leadership & Market Share Within each sector, we focus on businesses that are either established category leaders or are rapidly gaining meaningful market share. Leadership often translates to pricing power, distribution strength, operating leverage, and greater resilience in volatile environments. We prefer industries with high profit concentration, where the majority of value accrues to the top two or three players - ensuring durability of earnings even in competitive markets.
Page 16. 3.3 Earnings Quality & Reinvestment We seek businesses with strong visibility on sustainable earnings compounding - driven by operating leverage, margin expansion, and scalable business models Our preference lies with companies that consistently generate free cash flows and have the ability to reinvest cashflows at high incremental returns, without frequent dilution of equity or over-reliance on debt We closely track return on equity (ROE) and return on capital employed (ROCE) as indicators of capital efficiency and the strength of a company’s reinvestment engine 3.4 Competitive Advantage We invest in companies with durable moats - structural strengths that allow them to consistently outperform peers and sustain profitability. Our evaluation focuses on: Core capabilities that are difficult to replicate Cost leadership and operating efficiency Product or process innovation Brand strength and customer loyalty Favorable industry dynamics, including high entry barriers, supplier advantage, and limited substitution - in line with Porter’s Five Forces
Page 17. 3.5 Management & Forensic Analysis Behind every great company is a trusted leadership team. We back management with a proven track record of strategic capital allocation, clean governance, and consistent execution. Strong leadership and transparent reporting are nonnegotiable pillars of our investment process. Our evaluation includes: Assessing capital allocation decisions (capex, M&A, dividends, debt) Reviewing disclosures, board structure, and promoter pledges Applying forensic tools to flag inflated earnings, cash flow gaps, or off-balance sheet risks We avoid companies where management integrity is questionable, because poor governance isn't just a red flag it's a hidden form of value erosion. 3.6 Margin Of Safety We invest with a clear focus on downside protection. Even great businesses can become poor investments if entered at the wrong price Our approach emphasizes valuation discipline - seeking companies where the market price is meaningfully below intrinsic value. Acts as a buffer against unforeseen risks, market volatility, or temporary business setbacks
Page 18. Disclaimer & Disclosures Eiko Quantum Solutions Pvt Ltd is a SEBI-registered Investment Advisory (Reg. No. INA000020819) and a member of BSE (Membership ID: BASL2321). Standard warning “Investment in securities market are subject to market risks. Read all the related documents carefully before investing.” Disclaimer “Registration granted by SEBI, membership of BSE and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.” For grievances, contact us at support@eikoquantum.com or lodge a complaint on SEBI SCORES: https://scores.gov.in.
Back cover
Tap or drag a page corner to turn