Welcome to Helix Research's Global Financial Education Series!

Hi Helixer,

I am Sowmy VJ, a long term equity investor and a hedge fund manager. Sridhar Somasundar is our COO at Helix Research. We offer three levels of Membership here:

1. A free subscription that gets you the headlines.

2. A paid subscription that gets us a closer, like Inner Circle closer. You see what we are doing with our fund, attend a number of events and participate in discussions.

3. An Investor Club, which is for investors in our hedge fund.

Here is the sequence of steps to take:

1. You can book your learning sessions, as well as attend our free/ paid events, here.

2. First assess your financial position. You can use the compass tool, available on this link. Please follow the reference video here. This should help you understand if you need to plan any aspect of your finances and whether stock investing is right for you. You can choose not to share information with us, by unchecking the relevant tick box. This exercise is for your own benefit.

3. If you require any professional assistance, please contact Helix Research for a suitable referral to a financial advisor, insurance broker, wills & trusts, mortgage advisor etc, based on your need.

4. Please fill the suitability form here: Helix Investor Profile Form – Fill in form. This will help us understand your appetite as well as the risk profile. The form will suggest that you send us documentation, however, you will need to send this, only if you are investing in our hedge fund.

5. If you are sure of your financial capability (in step 1, and you have assessed the suitability in step 3), I’d highly recommend that you upgrade your subscription here.

6. Once you upgrade, please watch this video, to get a very good idea of how the macro environment works and how to connect the dots.

7. You can watch and read this post, to understand how we assess stocks. There are many other stock analysis available there.

8. Please register on Trading View and setup the Economic Calendar, based on the market you want to invest in. Our model can be applied to any market (US, UK, Europe, India, etc). A free account is enough to start. You can upgrade later, based on need.

9. Please setup the Stock Screener on Trading View. Reference available on this post. You can pick 5-6 stocks each and add it to the watchlist.

10. Please have access to an appropriate stock brokerage account for the market you want to invest in. To make optimum use of the opportunity, it is understood that you start investing as soon as you can. If you prefer to invest in our fund, please contact Helix Research for the same.

11. Please have access to your gmail account, and try out Google Gemini, as well as Notebook LM. Check if you are able to run any chats and what are the limits on that account. A free account is enough to start, and you can upgrade later.