Manage Your Portfolio with Dhanwaan

In a discretionary portfolio management service, the investor has limited control over how the money is invested as the money is in the books of the portfolio management service provider.

On the other hand, by subscribing to Dhanwaan, you are in total control of where your money is getting invested, and the shares will be held in your Demat account.

You will also receive detailed research reports and quarterly result updates explaining investment rationale for medium to five-year price targets which is not the case in a discretionary portfolio management service, where the investor is given only mandatory reports.

Besides, by subscribing to Dhanwaan, you will get direct access to our research team for any investment-related queries which you may have.

At stock levels, we use the below risk management techniques:

• Portfolio 1- year forward PE should not exceed 20 xs.
• Portfolio beta should not exceed 1 xs.
• Portfolio diversification across 5-8 sectors with 15-20 stocks. No sector to exceed more than 30% of the AUM. Focus on domestic plays in the sector of BFSI, consumption, auto, etc. and avoiding high-risk segment like global cyclical & real estate.
• No single stock to exceed more than 10% of the AUM. Portfolio market capitalization in the range of ₹ 35,000-45,000 crores.
• Only those stocks are chosen in which the daily trading volumes should be able to absorb complete liquidation in 4-5 trading sessions.