5 in 5 Wealth Creation Strategy -
Best Long Term Stocks To Help You Achieve Your Goals

It is crucial to invest in stocks that meet your risk profile, investment horizon and investment goals. This unique strategy enables you to invest in stocks shortlisted after rigorous fundamental analysis as well as having the potential to achieve your goals and deliver manifold returns in the long run.

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How To Build A Portfolio Of Best Shares To Buy?

With 5 in 5 Wealth Creation Strategy, you can build a well-diversified portfolio of multibagger stocks that helps you achieve your goals.


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Tell Us About Yourself
Answer a few questions that will help us determine your risk appetite, time horizon, and financial goals. Based on the answers, our experts plus 300+ algorithms shall curate a well-diversified portfolio of 20-25 multibagger stocks and divide your money across these recommended stocks that are best suited for you and your goals.
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hassle-free journey
We curate a portfolio for you based on the fundamental analysis of stocks consisting of stringent qualitative & quantitative parameters. Along with the share market investment ideas, you’ll also be provided with research reports, buying range, upside potential, etc. You can track these details via a smart dashboard or Research & Ranking mobile app.
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experience results
Our research experts periodically monitor the recommended stocks and guide you with portfolio rebalancing. With the combination of two potent wealth creation secrets, i.e. the power of compounding and our unique investment methodology, you will be able to multiply your wealth in the long run.

How 5 In 5 Wealth Creation Strategy Simplifies Your Stock Market Investing Journey

5 in 5 Wealth Creation Strategy is a portfolio of best long term stocks that help you diversify and minimize your risk while maximizing your returns.

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Personalized Portfolio

Personalized Portfolio of 20-25 multibagger stocks that suits your goals.

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Return Potential

Strong past track record of 4-5 times returns in 5-6 years to create wealth.

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Detailed Research Reports

Detailed Research Reports along with portfolio allocation, buying range and upside potential.

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Quarterly Result Updates

Quarterly Result Updates & portfolio rebalancing, wherever required.

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Alerts Via Email / Push Notifications

Alerts Via Email / Push Notifications for news / events for every recommended stocks.

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Dedicated
Support

Dedicated Support via live chat, phone and emails from your dashboard.

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Portfolio
Tracker

Portfolio Tracker to track the health of your
portfolio.

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Education & Empowerment

By sharing regular information on investing practices and market developments.

Stock Market Investing Made Simpler & Easier

Build a portfolio of 15-18 best long term
stocks and achieve your goals.

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5 in 5 wealth creation strategy

Invest in a personalized portfolio of multibagger stocks for your goals.

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1 year subscription

₹ 28,000 +    91 MINS

The amount payable is ₹ 14,000 + GST every 6 months.

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  • yes-feature-lastAccessible from anywhere
  • yes-feature-lastSimple to understand
  • yes-feature-lastKeeping you always a step ahead

Bank Account Details

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NEFT / RTGS / IMPS / UPI

Account Name : EQUENTIS WEALTH ADVISORY SERVICES PVT LTD. | IFSC code : HDFC0000001
Type : CURRENT ACCOUNT | Branch : TULSIANI CHAMBERS - NARIMAN PT, MUMBAI | Bank Name : HDFC | Account No. : 59275000000001

Account Name : EQUENTIS WEALTH ADVISORY SERVICES PVT LTD. | IFSC code : KKBK0000638
Type : CURRENT ACCOUNT | Branch : PENNINSULA LOWER PAREL, MUMBAI | Bank Name : Kotak | Account No. : 9914420041

Account Name : Equentis Wealth Advisory Services Private Limited. | IFSC code : BARB0BULLIO- BARB0 (Zero) BULLIO(Alphabet)
Type : CURRENT ACCOUNT | Branch : M.J. MARKET, MUMBAI | Bank Name : Bank of Baroda | Account No. : 06950200000577

Account Name : EQUENTIS WEALTH ADVISORY SERVICES PVT LTD. | IFSC code : UTIB0000004
Type : CURRENT ACCOUNT | Branch : FORT BRANCH, MUMBAI | Bank Name : Axis | Account No. : 920020012478490

Account Name : EQUENTIS WEALTH ADVISORY SERVICES PVT LTD. | IFSC code : ICIC0001243
Type : CURRENT ACCOUNT | Branch : CURRY ROAD, MUMBAI | Bank Name : ICICI | Account No. : 124305000983

Account Name : EQUENTIS WEALTH ADVISORY SERVICES PVT LTD. | IFSC code : SBIN0001850 & SBIN0061257
Type : CURRENT ACCOUNT | Branch : CURREY ROAD & LALBAUG, MUMBAI | Bank Name : SBI | Account No. : 39086538064


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Using any UPI-supporting application like GPay, PhonePe or your Mobile banking application to pay now

Or You can pay us directly using UPI ID equentiswealthadvisoryservicespvtltd@icici

how do we identify multibagger stocks?

Our wealth creation strategy is market-cap and sector agnostic. The portfolio is carefully constructed after screening through a vast investment universe of over 5,000 listed stocks which would typically cover all known and unknown companies. Our stock selection criteria for wealth creation heavily focuses on businesses that exhibit the following:

High Growth Rate Business

Businesses that are in sectors that can grow higher than India’s Real GDP growth
rate with a fair degree of consolidation.

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strong moat

Businesses with a strong moat that do not face the risk of losing business share
to substitute or alternate products.

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minimal regulatory policy

Businesses that have a minimal regulatory policy related risk.

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strong competitive edge

Businesses that have strong and sustainable competitive edge derived out of Market
Leadership / Customer Relationships / JV Partnerships / Cost Leadership / First Mover
Advantage / Brand Pull etc.

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no large capital for growth

Businesses that do not require recurring & large capital requirements i.e. both working
capital and fixed capital to fund growth.

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ability to scale up

Businesses that are run by the management of exceptional calibre with the ability to
scale up successfully & generate free cash flows with a strong focus on balance sheet management.

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frequently asked questions

Our singular focus right from inception has been “Wealth Creation” through best long term stocks. The platform executes over 300 algorithms to analyse risk tolerance, selection of the stocks, diversification of the portfolio as well as portfolio allocation of each stock. Based on these, we create a personalized portfolio of 20-25 fundamentally sound stocks for you. The model also keeps a 24x7 track of the investor’s portfolio companies throughout the year and offers portfolio rebalancing recommendations as required.
We have close to 4.25 Lacs+ registered users and more than 16,000+ investors have opted for our paid advisory services and these numbers are growing rapidly.
As all the stocks in our portfolio are chosen after in-depth research, we strongly believe that they can deliver multibagger returns in the long term. However, due to uncertainty in the equity markets, we can be honest in admitting that there may be exceptions at times.

In the past stocks recommended under our flagship strategy has delivered a return of 4-5 times in 5-6 years.
Our analysis proves that these penny stocks do not have adequate history, enough management transparency or enough liquidity to conduct a fundamental analysis of stocks. In other words, even if they may grow in the future, the risks attached to such penny stocks are very high and do not allow us to make a meaningful study on these businesses
Once the portfolio is created, we track portfolio growth on a quarterly basis and portfolio rebalancing is recommended if required to make sure that yearly growth is captured along with the long term growth in the business while making a share market investment.

If you are planning for a lump sum investment, then you may start with as small as ₹ 2 - 3 lacs. Alternatively, you may start with a SIP in the Research & Ranking recommended personalized portfolio. We recommend our online personalized portfolio service if your investible surplus is up to ₹ 25 lacs. If you have an investible surplus greater than or equal to ₹ 25 lacs, we recommend you to call us to know more about our solutions for Ultra HNI clients.

Portfolio rebalancing is primarily done when we see that the business/earnings growth has lost momentum. So, as soon as we feel that the fundamentals of any stock from our recommended portfolio have deteriorated, we ask you to EXIT from that stock and then we replace the exited stock with better opportunity meeting our 5X criteria.
We believe that the ‘time’ you stay invested for works in favour of wealth creation rather than ‘timing the markets.’ To avoid timing the market, we recommend buying stocks in a systematic/staggered way in our recommended portfolio. Also, we believe that if the company fundamentals are moving in the right direction, the stock price has a higher probability of moving higher irrespective of when you enter the market.

There’s a very popular adage which says, "Don't judge a book by its cover."

Similarly, "Don't judge a stock by its share price". Investors often make the mistake of looking only at the stock price, because it is often the most visibly quoted number in the financial press. However, the actual price of a stock does not give you a complete picture. Hence, other factors should be considered. It is only the certainty and the quality of earnings growth profile which will determine the upside potential of a stock, irrespective of the levels at which it is currently trading.

A ₹ 300 scrip may swell and have the potential of being a ₹ 5000 scrip whereas a ₹ 50 scrip may slide to trade to ₹ 5.

To conclude: Irrespective of the current market price, the fair value of a stock is a function of its earnings growth potential and valuation multiple; thereby determining the corresponding upside/downside.

Hence, the stock price should have no bearing in guiding your stock-picking skills. The ability to understand business and their potential and what would be a fair valuation multiple, amongst many other qualitative factors would all imply the upside potential.

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