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.
Investors who want quality advice for direct equities & portfolio administration while making own investment decisions.
Minimum Investible Surplus – INR 25 lacs and above.
Suitable for HNI, UHNI & Family offices.
|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|
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