Dhanwaan – A Premium Non-Discretionary Portfolio
Management Service

Invest in a highly personalized and concentrated portfolio of 20-25 stocks with the Strong past track record of 4-5 times returns in 5-6 years.

risk profiling

Our research team will send you a detailed questionnaire to determine your risk
profile and define your investment goals.

equity-construction

Equity Portfolio Construction

Based on your answers, our research team will prepare your equity portfolio and evaluate
it using quality and risk assessment parameters. With this, we will also guide you on stock
allocation and investment rationale.

equity-construction

portfolio Review

Our research team will conduct a portfolio review meeting every quarter with you and
also send you the review document containing a comprehensive performance review
note along with clear rebalancing strategy, if necessary.

portfolio-review

portfolio monitoring & rebalancing

We periodically track your portfolio, provide you with specific inputs on Buy / Hold / Sell and
changes in stock allocation when required. With this, you will also receive event updates /
corporate actions for all the recommended stocks.

porfolio-monitoring-rebalancing

dedicated support for your equity portfolio

Complete access to our customer service team and a dedicated relationship manager who
will assist you with all your portfolio management and investment-related queries.

dedicated-support-portfolio

Key Highlights Of Non-Discretionary Portfolio
Management Service

stock-selection
Stock Selection

Concentrated Stock Selection

portfolio-creation
Portfolio Creation

Customized portfolio creation

portfolio-management
Portfolio Management

Finest portfolio Management

returns
Returns

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

Dhanwaan Pricing

Investable Surplus of ₹ 25 Lacs

1 YEAR SUBSCRIPTION
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₹ 60,000 + GST
The amount is payable 30,000 + GST
every 6 months.
5 YEARS SUBSCRIPTION
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₹ 2,50,000 + GST
The amount is payable 25,000 + GST
every 6 months for 5 years (10 Instalments).
*Disclosure of correct investable surplus is very important for designing a best fit optimised portfolio for you.

Investable Surplus of ₹ 50 Lacs

1 YEAR SUBSCRIPTION
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₹ 1,00,000 + GST
The amount is payable 50,000 + GST
every 6 months.
5 YEARS SUBSCRIPTION
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₹ 4,00,000 + GST
The amount is payable 40,000 + GST every
6 months for 5 years (10 Instalments).
*Disclosure of correct investable surplus is very important for designing a best fit optimised portfolio for you.

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


Pay Using UPI

BHIM UPI / PHONEPE / GOOGLE PAY / PAYTM

Subscription can be started via, Bank UPI apps, BHIM app or 3rd party apps supporting UPI, like Google Pay, PhonePe and Paytm.
Enter amount and pay to Research & Ranking UPI ID equentiswealthadvisoryservicespvtltd@icici

frequently asked questions

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.

No, we charge a minimum fixed fee without any profit-sharing, which actually is more beneficial to you.
Currently, we have around 800 customers who have subscribed to our Dhanwaan service, and the numbers are growing every year.
Our in-house research team monitors the portfolio daily, and the investment strategy is revisited and refreshed every quarter.

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.
We identify investments to help you make yearly gains. However, due to market volatility, once in a while, there may be a situation when your portfolio may not show annual gains. As you are investing with a horizon of 5 years in well-researched and handpicked fundamentally sound stocks, this should not be a concern though.
Yes definitely. As Dhanwaan is a highly personalized non-discretionary portfolio service, our research team will definitely change your portfolio if you are not keen on investing in a particular stock/sector.
Our focus is exclusively on wealth creation from equity investments by adhering to the principles of value investing, unlike wealth management firms which deal with multiple aspects of personal finance on an individual level.

For investors who wish to invest ₹ 75 lacs or more, we offer another specialized service under EWA Exclusive.

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© Research & Ranking
SEBI Registered Investment Adviser Details:

Registered Name: Equentis Wealth Advisory Services Private Limited
Type of Registration: Non-Individual
Registration No.: INA000003874
Validity: Dec 08, 2015 – Perpetual

Address: Equentis Wealth Advisory Services Private Limited, Marathon Futurex, A-603 6th Floor, Mafatlal Mills Compound, N M Joshi Marg, Lower Parel East, Mumbai 400013
Telephone: +91 22 61013800/18 | Email: support@researchandranking.com | © Copyright 2021 Equentis Wealth Advisory Services Pvt. Ltd. All Rights Reserved. | GSTIN : 27AADCE9006E1ZV
Principal Officer: Manish Goel, Email: manish@equentis.com, +91 22 61013800

SEBI Office Details: SEBI Bhavan BKC

Address: Plot No.C4-A, 'G' Block Bandra-Kurla Complex, Bandra (East), Mumbai - 400051, Maharashtra | Tel : +91-22-26449000 / 40459000 | Fax : +91-22-26449019-22 / 40459019-22
Email: sebi@sebi.gov.in | Toll Free Investor Helpline: 1800 22 7575


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