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DHANWAAN

A Secret to Become Wealthy

Dhanwwan

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.

Introducing

DHANWAAN

An Offline Investment Advisory Service with Personal Interaction to create Wealth Creation Portfolio that suits your requirement.

WHO IS IT FOR?

Quality Advice

Investors who want quality advice for direct equities & portfolio administration while making own investment decisions.

Investible Surplus

Minimum Investible Surplus – INR 25 lacs and above.

Suitability

Suitable for HNI, UHNI & Family offices.

How it Works?

Client On-boarding & Profiling
Client On-boarding & Profiling
  • Investment Risk Profiling & Defining Investment Goals with direct interaction from Research Team.
Equity Portfolio Construction
Equity Portfolio Construction
  • 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.
Portfolio Review
Portfolio Review
  • Portfolio Review Meetings to be conducted every quarter with the Research Team.
  • Portfolio Performance Review Document (sent every quarter). (Comprehensive performance review note along with clear rebalancing strategy sent to the client).
  • Quarterly Result Updates to be sent to the client for all the portfolio companies.
Portfolio Monitoring & Rebalancing
Portfolio Monitoring & Rebalancing
  • 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.
After Sales
After Sales
  • Complete access to customer service team & relationship manager.

PMS vs R&R - DHANWAAN

Basis R&R – DHANWAAN PMS
Decision Making Client approval taken on portfolio execution Client approval not necessary
Control on Portfolio Client has complete control on the money being managed as the shares are in their DP Limited control as money is on the books of PMS provider
Flexibility of Trade Execution Client can execute trades through broker and in the demat account of their choice Client has no say
Research and Empowerment Detailed research reports and quarterly result updates sent to clients explaining investment rationale and medium to five-year price targets Mandatory reports only submitted
Access to Research Team Direct access provided No such facility offered usually client queries addressed via emails
Fee Structure Minimal Fixed Fee – No Profit Sharing Fixed plus Profit share

Dhanwaan Subscription

Gold Membership
Yearly Plan

Investible Surplus
Up to INR 25 Lacs

₹35,000 +18% GST

Any incrementalInvestment - 26-49 Lacs - 1.50% of the
AUA(Assets under Advisory)

Buy Now

Investible Surplus
50 Lacs

₹65,000+18% GST

Any incremental Investment - 51-74 Lacs - 1.25% of the
AUA(Assets under Advisory)

Buy Now
Platinum Membership
3 Year Plan

Investible Surplus
Up to INR 25 Lacs

₹95,000+18% GST

Any incremental Investment - 26-49 Lacs - 1.40% of the
AUA(Assets under Advisory)

Buy Now

Investible Surplus
50 Lacs

₹1,75,000+18% GST

Any incremental Investment - 51-74 Lacs - 1.10% of the
AUA(Assets under Advisory)

Buy Now

Investible Surplus > 75 Lacs

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Still have a question? Call us at 022 6101 3818 directly.