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5 in 5 wealth creation strategy

A portfolio

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5 in 5 Wealth Creation

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Who should avail?

Ideal for investors...

with an investible surplus of Rs. 2L to 25L

looking for high-return stocks

with a time horizon of 5-6 years

who are looking for quality advice to invest in direct equity

Features of 5 in 5 wealth creation strategy

Creating industry-first features

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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 5 yrs

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. Data shown above is sourced from NSE.

2. 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.


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


4. 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

5 in 5 wealth creation strategy

₹ 28,000 for yearly subscription

The amount payable is Rs. ₹ 14,000 + GST every 6 months.

Features

What you get

Personalized 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

Not every client of ours is wealthy at this moment, but we believe they have the potential to be & 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

Our focus is clear - we aim to create wealth by investing in long-term stocks. Using over 300 advanced algorithms, we analyze your risk tolerance, select suitable stocks, diversify your portfolio, and create a personalized portfolio of 20-25 fundamentally strong stocks. We constantly watch your portfolio companies throughout the year and offer recommendations for rebalancing as needed.

While all the stocks in our portfolio, chosen after in-depth research, can deliver returns on your stocks in the long term, we must admit that there could be exceptions due to uncertainty in the equity markets.

No, we do not include penny stocks in our recommended portfolio. Our analysis shows that these stocks lack sufficient history, management transparency, and liquidity to conduct a proper fundamental analysis of stocks. Although they may grow in the future, the risks associated with such penny stocks are very high, making it difficult for us to study them meaningfully.

Once your portfolio is created, we closely monitor its growth every quarter. If needed, we recommend portfolio rebalancing to capture yearly gains along with the long-term growth of the businesses in which you invest in the share market investment.

You can start with as little as ₹3 - 5 lakhs for a lump sum investment. Alternatively, you can begin with a SIP (Systematic Investment Plan) in our recommended stocks portfolio. For investible surpluses up to ₹25 lakhs, we recommend our online personalized portfolio service. If you have an investible surplus greater than or equal to ₹25 lakhs, we suggest you our Dhanwaan product.

We rebalance the portfolio when we see that a stock's business/earnings growth has slowed. So, if any recommended stocks show deteriorating fundamentals, we advise you to exit those stocks. Then, we replace it with a better opportunity that meets our 5X criteria.

Stay invested works better for wealth creation than trying to time the markets. We suggest buying stocks systematically in our recommended portfolio to avoid market timing. If a company's fundamentals are moving in the right direction, the stock is more likely to move higher, regardless of the entry point.

The stock price should not be the sole basis for stock selection. A lower-priced stock does not guarantee higher returns. Instead, we focus on the certainty and quality of earnings growth to determine a stock's upside potential. A ₹ 300 stock may have the potential to become a ₹ 5000 stock, while a ₹ 50 stock may decline to ₹ 5.

A high-return stock is a stock that experiences significant appreciation in its value, often delivering returns that are many times the initial investment. These stocks usually have strong fundamentals, are part of growing industries, and exhibit consistent growth over time. Identifying high-return stocks requires diligent research, analysis, and understanding market trends and company performance. Our 5-in-5 Wealth Creation Strategy recommends these stocks to help you achieve significant returns over time.

Fundamental research is essential for identifying high-return stocks. It involves analyzing a company's financial health, management quality, competitive position, and growth prospects. By evaluating these factors, investors can uncover hidden gems with the potential to become top high-return stocks. Fundamental analysis of stocks provides insights into the company's intrinsic value and helps make informed investment decisions. Analyzing financial data, growth prospects, industry trends, and management decisions, the research team pinpoints stocks with the potential for high returns. Our 5-in-5 Wealth Creation Strategy provides access to thoroughly researched potential high-return stocks.

Selecting potential high-return stocks for 2023 involves thorough research. Focus on companies with solid financials, a competitive edge, growth potential, high growth rates, low debt, growing ROE, and strong profitability. Analyze industry trends, company management, and innovative products or services. Consider seeking guidance from investment advisory services specializing in fundamental stock analysis to identify promising opportunities.

Our 5-in-5 Wealth Creation Strategy suggests the best long-term stocks based on your risk profile and appetite. We offer guidance on entering or exiting the stock market to maximize your investment potential. Whether you have three lakhs or more, our strategy can benefit you. While we provide stock recommendations and analysis, we only suggest changes to your recommended portfolio if they align with our stock investment criteria. We do not suggest corrections to your current portfolio.

A stock becomes a high return when its value appreciates substantially over time, often multiplying several times its initial investment. This growth is fueled by solid company performance, innovative products or services, expanding market presence, and favorable industry trends. Informed Investors identify potential high-return stocks through thorough fundamental analysis of stocks, assessing company financials, management quality, and growth prospects.

While Equentis - Research & Ranking can't provide specific stock recommendations, identifying high-return stocks involves researching companies with solid fundamentals and growth potential. Consider factors like financial stability, innovative products, expanding market share, and favorable industry trends. Utilize fundamental analysis and stay updated on market trends to make informed decisions about the top high-return stocks to buy.

Selecting the best share for potential high returns requires careful research and analysis. Look for companies with solid fundamentals, a competitive edge, and growth prospects. Consider factors like financial performance, market trends, and management quality. Predicting high-return stocks involves some risk, and diversification is critical to a well-rounded portfolio.

While long-term investing increases the likelihood of generating profits, it doesn't guarantee success. The stock market involves fluctuations; even the best long-term stocks can experience short-term volatility. A sound investment strategy includes thorough research, diversification, and a focus on fundamentals to help mitigate risks and improve the chances of long-term gains.