Introducing
Get personalized quality advice for direct equities & portfolio
administration while making your own investment decisions.
Ideal for HNI, UHNI
& Family Offices
Minimum Investible
Surplus Of Rs. 25 Lacs
Invest in a highly personalized and concentrated portfolio of 15-16 stocks with the
potential to deliver 4-5 times in 5-6 years.
Our research team will send you a detailed questionnaire to determine your risk profile and define your investment goals.
Based on your answers, our research team will prepare your equity portfolio and evaluate it using quality and risk assessment parameters. With this, we will also guide you on stock allocation and investment rationale.
Our research team will conduct a portfolio review meeting every quarter with you and also send you the review document containing a comprehensive performance review note along with clear rebalancing strategy, if necessary.
We periodically track your portfolio, provide you with specific inputs on Buy/Hold/Sell and changes in stock allocation when required. With this, you will also receive event updates/ corporate actions for all the recommended stocks.
Complete access to our customer service team and a dedicated relationship manager who will assist you with all your portfolio management and investment-related queries.
Concentrated
Stock Selection
Customized
Portfolio Creation
Finest Portfolio
Management
4-5x Returns In
5-6 Years
Investible Surplus: Upto Rs. 25 Lacs
Any incremental investment -
Rs. 26 - 49 Lacs - 1.50% of the AUA (Assets Under Advisory)
Investible Surplus: Rs. 50 Lacs
Any incremental investment -
Rs. 51 - 74 Lacs - 1.25% of the AUA (Assets Under Advisory)
PLATINUM MEMBERSHIP FOR 3 YEARS DHANWAAN
A premium non-discretionary portfolio
management service
Bank Account Details
NEFT / RTGS / IMPS / UPI
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
BHIM UPI / PHONEPE / GOOGLE PAY / PAYTM
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
Why should I choose Dhanwaan instead of a discretionary portfolio management service?
In a discretionary portfolio management service, the investor has limited control over how the money is invested as the money is in the books of the portfolio management service provider.
On the other hand, by subscribing to Dhanwaan, you are in total control of where your money is getting invested, and the shares will be held in your Demat account.
You will also receive detailed research reports and quarterly result updates explaining investment rationale for medium to five-year price targets which is not the case in a discretionary portfolio management service, where the investor is given only mandatory reports.
Besides, by subscribing to Dhanwaan, you will get direct access to our research team for any investment-related queries which you may have.
Is there a fixed plus profit-sharing model fee structure available like those offered by discretionary portfolio management services?
No, we charge a minimum fixed fee without any profit-sharing, which actually is more beneficial to you.
How many clients do you currently have for this non-discretionary portfolio management service, Dhanwaan?
Currently, we have around 800 customers who have subscribed to our Dhanwaan service, and the numbers are growing every year.
What portfolio level risk management techniques do you use?
Our in-house research team monitors the portfolio daily, and the investment strategy is revisited and refreshed every quarter.
What stock level risk management techniques do you use?
At stock levels, we use the below risk management techniques:
Do you use a bottom-up approach or a top-down approach while selecting stocks under this non-discretionary portfolio management service?
We use both the bottom-up approach while selecting stocks.
Can I expect my portfolio to make yearly gains?
We identify investments to help you make yearly gains. However, due to market volatility, once in a while, there may be a situation when your portfolio may not show annual gains. As you are investing with a horizon of 5 years in well-researched and handpicked fundamentally sound stocks, this should not be a concern though.
Can I view the performance of some of your past recommendations?
Yes, you can check out the performance of some of our past recommendations on our website.
In case I am averse to a sector/stock recommended in the Dhanwaan portfolio, will you change it for me?
Yes definitely. As Dhanwaan is a highly personalized non-discretionary portfolio service, our research team will definitely change your portfolio if you are not keen on investing in a particular stock/sector.
How different is this non-discretionary portfolio management service from PMS investment services provided by wealth management firms?
Our focus is exclusively on wealth creation from equity investments by adhering to the principles of value investing, unlike wealth management firms which deal with multiple aspects of personal finance on an individual level.
The maximum investment limit under Dhanwaan service is Rs. 75 lacs. What if I wish to invest more?
For investors who wish to invest Rs. 75 lacs or more, we offer another specialized service under EWA Exclusive.
Free Research Reports