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

GOLD MEMBERSHIP
INVESTIBLE SURPLUS UP TO INR 25 LACS

1 year
40,000

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

Get Bank Details

GOLD MEMBERSHIP
INVESTIBLE SURPLUS 50 LACS

1 year
75,000

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

Get Bank Details

Account Name : EQUENTIS WEALTH ADVISORY SERVICES PVT LTD. | IFSC code : HDFC0000001 |
Type : Current Account | Branch : TULSIANI CHMBRS - NARIMAN PT, MUMBAI | Bank Name : HDFC | Account No. : 59275000000001


Subscription can be started via, bank UPI apps, BHIM app OR 3rd party apps supporting UPI, like Google Pay, PhonePe and Paytm.
Enter amount and pay to Research & Ranking UPI ID researchandranking@kotak

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

Free Research Reports

Get Free Fundamental Stock Market Research Reports Worth Rs. 10,000 The recommended two fundamental stocks are to demonstrate the depth of research conducted at Research & Ranking. This should not be considered as free trial of our services.