Founded in 2017, David Goel Consultancy is a specialist advisory firm that helps professional traders and investors run disciplined, repeatable strategies across equities, FX, crypto, and commodities. We combine research depth with rules that protect capital—clear mandates, position-sizing grids, staged de-risk/exit bands, and execution playbooks—so performance can compound rather than depend on one-off calls.

We operate as an independent, advisory-only partner. We don’t run pooled funds or take execution rebates. Our role is to design, install, and monitor the operating system of your strategy:

Risk frameworks (mandate, budgets, drawdown bands)

Position sizing (vol-targeted units, conviction bands, hard caps)

De-risk & exits (profit-lock stages, time-outs, adherence tracking)

Execution & costs (venue/timing playbooks, slippage/fees/borrow KPIs)

Governance & reviews (weekly ops, monthly IC, owner/next-action register)

Analytics (dashboards, attribution/variance, optional AI-assisted reviews)

In 2024, following the wind-down of Matrix Capital Management, the firm expanded its remit to focus solely on this consultancy’s operator-level support for clients. The emphasis remains the same: transparent rules, measurable outcomes, and audit-ready process.