It is crucial to invest in stocks that meet your risk profile, investment horizon and investment goals.
This unique strategy enables you to invest in stocks shortlisted after rigorous fundamental analysis
as well as having the potential to achieve your goals and deliver manifold returns in the long run.
With 5 in 5 Wealth Creation Strategy, you can build a well-diversified portfolio of
multibagger stocks that helps you achieve your goals.
Answer a few questions that will help us
determine your risk appetite, time horizon,
and financial goals. Based on the answers,
our experts plus 300+ algorithms shall curate
a well-diversified portfolio of 20-25
multibagger stocks and divide your money
across these recommended stocks that are
best suited for you and your goals.
We curate a portfolio for you based on the
fundamental analysis of stocks consisting of
stringent qualitative & quantitative parameters.
Along with the share market investment ideas,
you’ll also be provided with research reports,
buying range, upside potential, etc. You can
track these details via a smart dashboard or
Research & Ranking mobile app.
Our research experts periodically monitor the
recommended stocks and guide you with
portfolio rebalancing. With the combination of
two potent wealth creation secrets, i.e. the
power of compounding and our unique
investment methodology, you will be able to
multiply your wealth in the long run.
5 in 5 Wealth Creation Strategy is a portfolio of best long term stocks that help you
diversify and minimize your risk while maximizing your returns.
of 20-25 multibagger stocks
that suits your goals
of 4-5 times in 5-6 years to
help you create wealth
along with portfolio allocation,
buying range and upside potential
and portfolio rebalancing,
for news/events for every
via live chat, phone and emails
from your dashboard
to track the health of
by sharing regular information
on investing practices and
Bank Account Details
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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
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Our wealth creation strategy is market-cap and sector agnostic. The portfolio is carefully
constructed after screening through a vast investment universe of over 5,000 listed stocks;
which would typically cover all known and unknown companies. Our stock selection
criteria for wealth creation heavily focuses on businesses that exhibit the following:
Businesses that are in sectors that can grow higher than India’s Real GDP growth rate with a fair degree of consolidation.
Businesses with a strong moat that do not face the risk of losing business share to substitute or alternate products.
Businesses that have a minimal regulatory policy related risk.
Businesses that have strong and sustainable competitive edge derived out of Market Leadership / Customer Relationships / JV Partnerships / Cost Leadership / First Mover Advantage / Brand Pull etc.
Businesses that do not require recurring and large capital requirements i.e. both working capital and fixed capital to fund growth.
Businesses that are run by the management of exceptional calibre with the ability to scale up successfully.
Businesses that generate free cash flows with a strong focus on balance sheet management.
Why should I subscribe to 5 in 5 Wealth Creation Strategy?
Our singular focus right from inception has been “Wealth Creation” through best long term stocks. The platform executes over 300 algorithms to analyse risk tolerance, selection of the stocks, diversification of the portfolio as well as portfolio allocation of each stock. Based on these, we create a personalized portfolio of 20-25 fundamentally sound stocks for you. The model also keeps a 24x7 track of the investor’s portfolio companies throughout the year and offers portfolio rebalancing recommendations as required.
How many clients do you have?
We have close to 3 lacs+ registered users and more than 10,000 investors have opted for our paid advisory services and these numbers are growing rapidly.
Will every stock in your portfolio grow up to
4-5 times over the next 5-6 years?
Ideally, we would love to see every recommended stock grow up to 4-5 times over the next 5-6 years. However, due to uncertainty in the equity markets, we can be honest in admitting that this is unlikely. However, the composition of the picks is such that the overall portfolio is expected to grow up to 4-5 times over a 5-6 years holding period.
Do you also cover penny stocks in your
Our analysis proves that these penny stocks do not have adequate history, enough management transparency or enough liquidity to conduct a fundamental analysis of stocks. In other words, even if they may grow in the future, the risks attached to such penny stocks are very high and do not allow us to make a meaningful study on these businesses
Does your 5 in 5 Wealth Creation Strategy
assure yearly gains as well?
Once the portfolio is created, we track portfolio growth on a quarterly basis and portfolio rebalancing is recommended if required to make sure that yearly growth is captured along with the long term growth in the business while making a share market investment.
What is the minimum amount that I need to start investing with Research & Ranking?
If you are planning for a lump sum investment, then you may start with as small as Rs. 2 - 3 lacs. Alternatively, you may start with a SIP in the Research & Ranking recommended personalized portfolio. We recommend our online personalized portfolio service if your investible surplus is up to Rs. 25 lacs. If you have an investible surplus greater than or equal to Rs. 25 lacs, we recommend you to call us to know more about our solutions for Ultra HNI clients.
How frequently do you churn your portfolio?
Portfolio rebalancing is primarily done when we see that the business/earnings growth has lost momentum. So, as soon as we feel that the fundamentals of any stock from our recommended portfolio have deteriorated, we ask you to EXIT from that stock and then we replace the exited stock with better opportunity meeting our 5X criteria.
Is it the right time to enter the market?
We believe that the ‘time’ you stay invested for works in favour of wealth creation rather than ‘timing the markets.’ To avoid timing the market, we recommend buying stocks in a systematic/staggered way in our recommended portfolio. Also, we believe that if the company fundamentals are moving in the right direction, the stock price has a higher probability of moving higher irrespective of when you enter the market.
Why should I buy Rs. 500 or Rs. 5,000 stock and not the stocks which are trading at a much lower levels say 20-30-40 Rs.?
There’s a very popular adage which says, "Don't judge a book by its cover."
Similarly, "Don't judge a stock by its share price". Investors often make the mistake of looking only at the stock price, because it is often the most visibly quoted number in the financial press. However, the actual price of a stock does not give you a complete picture. Hence, other factors should be considered. It is only the certainty and the quality of earnings growth profile which will determine the upside potential of a stock, irrespective of the levels at which it is currently trading.
A Rs. 300 scrip may swell and have the potential of being a Rs. 5000 scrip whereas a Rs. 50 scrip may slide to trade to Rs. 5.
To conclude: Irrespective of the current market price, the fair value of a stock is a function of its earnings growth potential and valuation multiple; thereby determining the corresponding upside/downside.
Hence, the stock price should have no bearing in guiding your stock-picking skills. The ability to understand business and their potential and what would be a fair valuation multiple, amongst many other qualitative factors would all imply the upside potential.
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