Manage Your Portfolio with Dhanwaan
Get personalized quality advice for direct equities & portfolio administration while making
your own investment decisions.
Invest in a highly personalized and concentrated portfolio of 20-25 stocks.
Our research team will send you a detailed questionnaire to determine your risk
profile and define your investment goals.
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.
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 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.
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 investment-related queries.
Concentrated Stock Selection
Customized portfolio creation
Strong past record
Share Your Number
Account Name : Equentis Wealth Advisory Services Limited. | IFSC code : BARB0BULLIO- BARB0 (Zero) BULLIO(Alphabet)
Type : CURRENT ACCOUNT | Branch : M.J. MARKET, MUMBAI | Bank Name : Bank of Baroda | Account No. : 06950200000577
Using any UPI-supporting application like GPay, PhonePe or your Mobile banking application to pay now
Schedule An Appointment With Our Team.
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:
You can invest up to a maximum of 1 crore in Dhanwaan.
And Take The Right Step Towards Being Eternally Wealthy.