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Dhanwaan

A customized portfolio for a surplus of INR 25L & above

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Dhanwaan

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Who should avail?

Ideal for investors....

with an investible surplus of INR. 25 lakhs & above

who are High-networth individuals

with a time horizon of 5-6 yrs.

planning to deploy their surplus over the next 3 months

Features of Dhanwaan

Creating industry-first features for investors

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User-friendly Web & App Interface

Get a smart dashboard at your fingertip for tracking all your investments.

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Real-time Buy-Hold-Sell Alerts

Get notified when to buy, hold and sell every recommendation

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Upside Potential %

Know every stock’s growth potential in percentage for every recommendation.

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Ideal Buying Range

Identify optimal entry range on recommended stocks.

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Educational Resources

Access online educational videos to make better share market investments

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Proactive Stock Rebalancing

Receive expert assistance in portfolio adjustments in case any recommended stock does not perform as expected.

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In-depth Research Reports

Comprehensive fundamental analysis of stocks, companies, industries, and trends.

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Onboarding journey

4 easy steps to get your dashboard access

Risk Profiling

Take an assessment to determine your risk appetite, time horizon & financial goals.

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How it works

What to expect once you have access to your dashboard ?

We’ve said it, but here’s a glimpse of how the App works. Watch the Video.

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Portfolio allocated

A portfolio based on your risk profile is available once the account is activated.

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Allocation strategy

Get allocation percentage for every stock recommendation.

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Choose your surplus

You can modify the amount you want to invest. The allocation percentages and the quantity of shares will automatically update based on your investment amount

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Continuous monitoring

If a stock does not perform as expected, our team proactively rebalances it with a new recommendation.

Journey of stocks

Movement of stocks in the last few years

Disclaimer*

Read this section carefully.

*The performance represented on this page is historical. Please note that the past performance of stocks is not a reliable indicator of future performance. Equity investments are subject to market risks. Read all terms & documents carefully. 
All content on the Research and Ranking website (other than that on a paid customer’s dashboard) is to be used for informational purposes only. Users must independently research and verify all the information before investing. Please also note:

1. Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee
 the performance of the intermediary or provide any assurance of returns to investors.


2. The securities quoted if any are for illustration only and are not recommendatory.


3. Investments in the securities market are subject to market risks. Read all the related documents
 carefully before investing.

Pricing

We offer all our services at flat pricing. This means that no matter how many features you want to access, you have to pay only once for the duration you choose

Dhanwaan

₹ 80,000 for yearly subscription

The amount payable is Rs. ₹ 40,000 + GST every 6 months.

Features

What you get

Customized Portfolio

Research report

Stock-wise allocation

Upside potential

Buying range

Earning updates

Support

Stock/market alerts

Exit calls

20-25 High-growth stocks

Detailed research reports

Quarterly updates

Help on call, WhatsApp, or email from the dashboard

Our subscribers love us

We believe every investor has the potential to be wealthy & we ensure it happens

Social media corner

Stay updated with what’s trending on Social Media

Brand films

Watch to stay on top of India’s favorite investor community

Frequently Asked Questions

With Dhanwaan, you have complete control over where your money is invested, and the shares are held in your Demat account. As a portfolio management service, Dhanwaan empowers you to make informed investment decisions. You'll receive detailed research reports, quarterly result updates, and direct access to our research team for investment-related queries.

No, we charge a minimum fixed fee without profit-sharing, which is more beneficial for you. Dhanwaan's fee structure is designed to align with your needs. While we don't offer a fixed plus profit-sharing model, we focus on providing transparent and effective portfolio advisory services to help you achieve your financial goals.

The exact client count may vary, but Dhanwaan caters to HNI investors with a 25 lakhs to 1 crore surplus, offering personalized portfolio management services dedicated to your financial aspirations.

Dhanwaan employs robust portfolio-level risk management techniques, including diversification, asset allocation, and continuous monitoring. These strategies help mitigate risks and optimize portfolio performance. Our in-house research team continuously monitors the portfolio, and the investment strategy is reviewed and updated every quarter.

Dhanwaan employs robust portfolio-level risk management techniques, including diversification, asset allocation, and continuous monitoring. These strategies help mitigate risks and optimize portfolio performance. At stock levels, we follow several risk management techniques, including: o Keeping the portfolio's 1-year forward PE below 20xs. o Limiting the portfolio beta to 1xs. o Diversifying the portfolio across 5-8 sectors with 15-20 stocks. o No sector should exceed more than 30% of the AUM. We focus on domestic plays in BFSI, consumption, auto, etc. o Ensuring no single stock exceeds more than 10% of the AUM. o Select only those stocks with sufficient daily trading volumes to absorb complete liquidation in 4-5 trading sessions.

Dhanwaan utilizes a bottom-up and top-down approach when selecting stocks. We thoroughly evaluate individual stocks based on their intrinsic value, growth potential, and fundamental strengths, ensuring a meticulous selection process.

While we aim for consistent growth, market conditions and individual stock performance influence annual gains. Dhanwaan strives to help you achieve your financial objectives over time through strategic portfolio management. We aim to identify investments that will help you achieve yearly gains. However, due to stock market volatility, there might be occasional situations when your portfolio does not show annual gains. As you are investing with a 5-year horizon in well-researched and fundamentally sound stocks, this should not be a significant concern

Yes, you can check out the performance of some of our past recommendations on our website. Yes, we can provide insights into the performance of select past recommendations. This transparency helps you gauge the effectiveness of our portfolio advisory services.

Certainly! Dhanwaan is highly customized, and our research team will help you change your portfolio if you are not keen on investing in a particular stock/sector. Dhanwaan's Portfolio Management Services empower you to have a say in your investments. If you have concerns about a sector or stock, we'll work together to make adjustments that align with your preferences and goals.

Our focus is exclusively on wealth creation from equity investments through value investing. Unlike portfolio advisory services in India that deal with multiple aspects of personal finance on an individual level, Dhanwaan is dedicated to maximizing returns from equity investments. Dhanwaan distinguishes itself by offering Portfolio Management Advisory Services tailored for HNI investors. This service provides expert stock advice while allowing you to actively participate in investment decisions, differentiating it from traditional PMS services offered by wealth management firms.

You can invest up to a maximum of 1 crore in Dhanwaan.