H2 Investment Managers is an equity research service focused on long term wealth creation. The H2 Investment Managers is headed by Hitesh Chauhan, a well known investor.
He has been associated with equity markets for more than 20 years in various capacities as equity portfolio adviser to various HNI’s and now a full time investor and investment advisor.
Hitesh Chauhan is a Chartered Accountant and SEBI registered Research Analyst (INH000007030). He has been associated with equity markets for more than 18 years in various capacities as equity portfolio adviser to various HNI’s and now a full time investor and investment advisor. He has also taken lectures at ICAI on Equity Markets. This association has helped him inculcate so many learnings from Mr. Market riding through the ups and downs, and there is no short cuts to make wealth. The biggest learning has been that one has to be a keen learner in markets throughout one’s life.
We prefer to invest sectors/stocks that are in uptrend. The underlying companies should have strong earnings growth, good return ratios and ethical management. The balance sheets of these companies should be strong with low debt and should generate regular free cash flow.
Good risk management practices also form a part of our portfolio. We take defined risk positions in each stock and overall risk of the portfolio is also capped. We use technical analysis and fundamental of a stock in order to time our entry and exit.
The objective of the Portfolio would be to endeavour to generate alpha & superior risk adjusted returns for investors over the long term.
Fundamentally sound businesses:
Stock price parameters
We make exit in 3 situations
Years of experience
SEBI Registered
| Received From | Pending at the end of last month | Received | Resolved | Total Pending | Pending complaints > 3M | Avg. resolution time |
|---|---|---|---|---|---|---|
| Directly from Investors | 0 | 0 | 0 | 0 | 0 | 0 |
| SEBI (SCORES) | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Sources | 0 | 0 | 0 | 0 | 0 | 0 |
| Grand Total | 0 | 0 | 0 | 0 | 0 | 0 |
| Month | Carried forward previous months | Received | Resolved | Pending |
|---|---|---|---|---|
| Dec – 24 | 0 | 0 | 0 | 0 |
| Jan – 25 | 0 | 0 | 0 | 0 |
| Feb – 25 | 0 | 0 | 0 | 0 |
| Mar – 25 | 0 | 0 | 0 | 0 |
| Apr – 25 | 0 | 0 | 0 | 0 |
| May – 25 | 0 | 0 | 0 | 0 |
| Jun – 24 | 0 | 0 | 0 | 0 |
| Jul – 25 | 0 | 0 | 0 | 0 |
| Aug – 25 | 0 | 0 | 0 | 0 |
| Sep – 25 | 0 | 0 | 0 | 0 |
| Oct – 25 | 0 | 0 | 0 | 0 |
| Nov – 25 | 0 | 0 | 0 | 0 |
| Grand Total | 0 | 0 | 0 | 0 |
| Year | Carried forward from previous year | Received | Resolved | Pending |
|---|---|---|---|---|
| 2020 – 2021 | 0 | 0 | 0 | 0 |
| 2021 – 2022 | 0 | 0 | 0 | 0 |
| 2022 – 2023 | 0 | 0 | 0 | 0 |
| 2023 – 2024 | 0 | 0 | 0 | 0 |
| 2024 – 2025 | 0 | 0 | 0 | 0 |
| Grand Total | 0 | 0 | 0 | 0 |
Do not subscribe if:
If you had invested Rs 1 lakh in Indian equities 20 years back, it could have grown to approx Rs 24 lakh by now. However, the value of the same investment in Gold and Real Estate could have been just around Rs 9.6 lakh and Rs 5.6 lakh respectively in 20 years. The value of Rs 1 lakh invested in the US equities could have been just around Rs 11.3 lakh in 20 years, a calculation based on a report on 20-year returns from these asset classes shows.

We do not have any fixed number of recommendations. We believe in building a strong portfolio of stocks. Directly on subscription, you will get access to the current list of recommended stocks.
In equities, nothing is certain. We effort to shape a portfolio of stocks that will perform well over a market cycle. We also have a calculated and momentum advisory to enable us to make alpha. But equity investment entails risk and as an investor you should be ready for important drawdowns once every few years.
We believe in buying quality and growth companies at a reasonable price that are undervalued with huge potential to grow in the future. We invest in companies having strong fundamentals, a strong balance sheet, low debt, cash-rich, resilient management and high promoter’s stake and avoid highly leveraged business.
Our investment strategy is focused on generating wealth over the long term. Hence we recommend investing INR 5 – 10 Lakh over 3-5 years to fully take advantage of the portfolio.
All sales are final. There will be absolutely no refunds and cancellations are subject to certain exceptions.
In accordance with Regulation 25(3) of the SEBI (Research Analysts) Regulations, 2014, and SEBI circular SEBI/HO/MIRSD/MIRSD-PoD-1/P/CIR/2025/004 dated January 08, 2025, the status of the latest compliance audit report is provided below:
| Financial Year | Audit Status (Compiled/Not Compiled) |
|---|---|
| 2022-23 | Compiled |
| 2023-24 | Compiled |
| 2024-25 | Compiled |
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