Simple strategies, a helpful community, and tons of learning.

S. Sandeep Rao’s Research Service includes all F&O and Equity research provided by S. Sandeep Rao – SEBI Registered Research Analyst (INH000013059).

If you subscribe to the F&O Plan, you will receive all research recommendations through a Slack-based community managed by him.

If you subscribe to the Equity Plan, you’ll need to go through ssr.smallcase.com, which offers seven different quant-based equity portfolios with one-click investment feature. As a bonus, you also gain access to the SSR Research Slack community.

Sandeep brings nearly two decades of market experience, with deep expertise in quantitative strategy design. He is best known for developing a leading trend-following strategy on the Nifty index, which he has continuously refined to incorporate both futures and options.

His research spans multiple proven frameworks. These include positional long-short trend-following strategies on Nifty and Bank Nifty using futures and short options, rule-based overnight strategies executed via synthetic futures, and systematic intraday option-selling strategies. Subscribers to the F&O Plan can explore these in detail at app.sandeeprao.co.

For those interested in equity investing, Sandeep offers seven quant-based equity portfolios under the Equity Plan. These are available via ssr.smallcase.com, providing a range of rule-driven, equity cash-based models designed for long-term investing. 

For F&O Plans:
Best suited for those with prior trading experience and a basic understanding of futures & options. You should also be adequately capitalized to execute these strategies.

For Equity Plans:
All model portfolios on ssr.smallcase.com are designed for long-term investors interested in active, quant-based investing – no prior equity experience needed.

General Note:
Consider the research fee as a % of your total portfolio value to assess its suitability for you.

Please note, this is not a personalized advisory service. You’ll receive research-based recommendations, not advice tailored to your risk profile.

You’re welcome to ask questions about the rationale behind any strategy or recommendation.

For F&O Plans, once you complete your subscription, you will receive an email with an invitation to join the SSR Research Slack community. You’ll need to log into Slack and access the relevant channels to start receiving research recommendations.

For Equity Plans, once you subscribe to any of the model portfolios on ssr.smallcase.com, you’ll get a one-click feature to invest in your chosen model portfolio. In addition, you’ll be granted access to an exclusive Smallcase channel within the SSR Research Slack community.

No, all research recommendations whether under the F&O Plans or Equity Plans via Smallcase are strictly for your personal use. Sharing them with others is not permitted.

However, if you know someone who may benefit from S. Sandeep Rao – SEBI Registered Research Analyst’s services, you’re welcome to refer them. Referral benefits are currently available only for the F&O Plan.

For Equity Plans, there is a free model portfolio available on Smallcase titled SSR Weatherproof Trio Asset Allocation, which allows you to explore the research approach at no cost. As a bonus, you also get access to an exclusive Smallcase channel within the SSR Research Slack community. You can check it out at ssr.smallcase.com.

For F&O Plans, there is no trial period. As per SEBI regulations, research services cannot be provided without proper KYC, and trials increase the risk of misuse of research recommendations.

If you have any questions before subscribing, feel free to reach out to S. Sandeep Rao – SEBI Registered Research Analyst at info@sandeeprao.co.

No, the methods of research and the strategies used by the S. Sandeep Rao – SEBI Reg. RA will not be taught to the subscriber of the research service, however you are free to ask any clarifying questions to understand the rationale behind a specific research recommendation.

No. This is not a SEBI RIA (Registered Investment Adviser) service. You will not receive personalised investment advice, through this service. However, you can always ask clarifying questions about the rationale of a research recommendation or a strategy.