There is a difference between being Rich and being perpetually Wealthy.
Becoming rich requires you to own/run/manage a successful
operative business that earns significant profits.
Being Wealthy requires you to own several businesses that deliver
even greater profits continually.
An Offline Investment Advisory Service with Personal Interaction
to create Wealth Creation Portfolio that suits your requirement.
Who is it for?
Investors who want quality advice for direct equities and portfolio administration while making their own investment decisions.
Minimum Investible Surplus – INR 25 lacs and above
Suitable for HNI,
UHNI & Family offices.
How it Works?
- Investment Risk Profiling & Defining Investment Goals with direct interaction from Research Team.
- 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.
- Quarterly Result Updates to be sent to the client for all the portfolio companies.
- Portfolio Performance Review Document (sent every quarter). (Comprehensive performance review note along with clear rebalancing strategy sent to the client)
- Portfolio Review Meetings to be conducted every quarter with the Research Team.
- 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.
- Complete access to customer service team & relationship manager.
Up to 25 Lacs
INR 35,000 +18% GSTInvestible Surplus - 26-49 Lacs - 1.5% of the AUA(Assets under Advisory)Pay now
INR 65,000+18% GSTInvestible Surplus - 51-74 Lacs - 1.25% of the AUA (Assets under Advisory)Pay now
INR 90,000+18% GSTInvestible Surplus - 76-100 Lacs - 1% of the AUA (Assets under Advisory)Pay now
Investible Surplus > 1 Cr
Please fill the designated form below and we will get in touch with you.
PMS vs R&R - DHANWAAN
|R&R – DHANWAAN||PMS|
|Client approval not necessary|
|Control on Portfolio|
|Limited control as money is on the books of PMS provider|
|Flexibility of Trade Execution|
|Client has no say|
|Research and Empowerment|
|Mandatory reports only submitted|
|Access to Research Team|
|No such facility offered usually client queries addressed via emails|
|Fixed plus Profit share|