Wealth Creation
Portfolio Advisory Services For
HNI & U-HNI CLIENTS

Get 2 wealth creationResearch reports for free !

SEBI Registration No: INA000003874

MESSAGE FROM THE FOUNDER’S DESK

Manish Goel - Research & Ranking
Manish Goel Director & Founder
"

We do hear India is a land of opportunities. Many tabloids or leading rating agencies have been reiterating that the next 10 years belong to India. Our economy is set to become a $5 trillion economy in the next 5-7 years, and a $10 trillion economy in the next 10-12 years.

Yes, we’re living in an exciting era as in this process many new technologies will emerge, trillions of dollars will be spent on infrastructure, many companies would grow to become 50-100 times or even more if they turn out to be a disruptor and are able to capitalize on the opportunities that the future holds for them. The objective of EWA Exclusive is to help you get a share of this growth by capitalizing on these golden times and investing in opportunities that shall grow at a rapid rate with India’s growth trajectory.

"

"All I can say is – Fasten your seatbelt, capitalize on these opportunities...and trust me,
wealth creation will be a given by-product in this process."

Introducing

DHANWAAN

An Offline Investment Advisory Service with Personal Interaction to create Wealth Creation Portfolio that suits your requirement.

WHO IS IT FOR?

Quality Advice

Investors who want quality advice for direct equities & portfolio administration while making own investment decisions.

Investible Surplus

Minimum Investible Surplus – INR 25 lacs and above.

Suitability

Suitable for HNI, UHNI & Family offices.

How it Works?

Client On-boarding & Profiling
Client On-boarding & Profiling
  • Investment Risk Profiling & Defining Investment Goals with direct interaction from Research Team.
Equity Portfolio Construction
Equity Portfolio Construction
  • Portfolio construction based on client risk profile and in line with our 5 in 5 Wealth Creation Strategy.
  • Portfolio level health check – using Quality and Risk assessment parameters (Aggregate Volatility, Valuation, M.cap, diversification, etc.).
  • Recommendation of stock specific allocation.
  • Investment rationale submitted, both stock specific and overall for the portfolio.
  • Client executes advised equity trades with his broker.
Portfolio Review
Portfolio Review
  • Portfolio Review Meetings to be conducted every quarter with the Research Team.
  • Portfolio Performance Review Document (sent every quarter). (Comprehensive performance review note along with clear rebalancing strategy sent to the client).
  • Quarterly Result Updates to be sent to the client for all the portfolio companies.
Portfolio Monitoring & Rebalancing
Portfolio Monitoring & Rebalancing
  • Regular tracking of all recommended stocks by in-house research team.
  • Specific inputs to Buy/Hold/Sell –with rationale provided.
  • Change in Stock Allocation if required.
  • Event Updates/Corporate Actions.
After Sales
After Sales
  • Complete access to customer service team & relationship manager.

PMS vs R&R - DHANWAAN

Basis R&R – DHANWAAN PMS
Decision Making Client approval taken on portfolio execution Client approval not necessary
Control on Portfolio Client has complete control on the money being managed as the shares are in their DP Limited control as money is on the books of PMS provider
Flexibility of Trade Execution Client can execute trades through broker and in the demat account of their choice Client has no say
Research and Empowerment Detailed research reports and quarterly result updates sent to clients explaining investment rationale and medium to five-year price targets Mandatory reports only submitted
Access to Research Team Direct access provided No such facility offered usually client queries addressed via emails
Fee Structure Minimal Fixed Fee – No Profit Sharing Fixed plus Profit share
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