Dhanwaan Portfolio Advisory Services

Invest in a highly personalized and concentrated portfolio of 20-25 stocks.

risk profiling

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.


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 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.


Key Highlights Of Dhanwaan

Stock Selection

Concentrated Stock Selection

Portfolio Creation

Customized portfolio creation


Strong past record

Afraid to Lose Money In the Stock Market.
Build Your Potential High Return Portfolio Instead.

Share Your Number

Dhanwaan Pricing


Investable Surplus of upto ₹ 1 Cr

₹ 80,000
The amount payable is ₹ 40,000 + GST
every 6 months.
*Disclosure of correct investable surplus is very important for designing a best fit optimised portfolio for you.
Dhanwaan + MPO

Investable Surplus of upto ₹ 1 Cr

₹ 1,00,000
The amount payable is ₹ 50,000 + GST
every 6 months.
*Disclosure of correct investable surplus is very important for designing a best fit optimised portfolio for you.
  • yes-feature-lastAccessible from anywhere
  • yes-feature-lastSimple to understand
  • yes-feature-lastKeeping you always a step ahead

Bank Account Details



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

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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

Need More Details About Dhanwaan

Schedule An Appointment With Our Team.

frequently asked questions

Why should I choose Dhanwaan instead of a discretionary portfolio management service?

Is there a fixed plus profit-sharing model fee structure available like those offered by discretionary portfolio management services?

How many clients do you currently have for this Dhanwaan?

What portfolio level risk management techniques do you use?

What stock level risk management techniques do you use?

Do you use a bottom-up approach or a top-down approach while selecting stocks under this Dhanwaan?

Can I expect my portfolio to make yearly gains?

Can I view the performance of some of your past recommendations?

In case I am averse to a sector/stock recommended in the Dhanwaan portfolio, will you change it for me?

How different is this Dhanwaan portfolio management service from PMS investment services provided by wealth management firms?

What is the investment limit for Dhanwaan?

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Manage your Portfolio with
Dhanwaan Advisory Services

And Take The Right Step Towards Being Eternally Wealthy.

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