Dhanwaan

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 25 lakhs to 1 crore surplus, offering personalized portfolio management services with a dedicated focus on 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. 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: - Keeping the portfolio's 1-year forward PE below 20xs. - Limiting the portfolio beta to 1xs. - Diversifying the portfolio across 5-8 sectors with 15-20 stocks. - No sector should exceed more than 30% of the AUM. We focus on domestic plays in BFSI, consumption, auto, etc. - Ensuring no single stock exceeds more than 10% of the AUM. - 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 to help you achieve yearly gains. However, due to stock market volatility, there might be occasional situations when your portfolio may 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 personalized, 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 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 Non-discretionary Portfolio 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.