Dhanwaan Portfolio Advisory Services

Invest in a highly personalized and concentrated portfolio of 20-25 stocks.

risk profiling

Our research team will send you a detailed questionnaire to determine your risk
profile and define your investment goals.


Equity Portfolio Construction

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.


portfolio Review

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.


portfolio monitoring & rebalancing

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.


dedicated support for your equity portfolio

Complete access to our customer service team and a dedicated relationship manager who
will assist you with all your investment-related queries.


Key Highlights Of Dhanwaan

Stock Selection

Concentrated Stock Selection

Portfolio Creation

Customized portfolio creation


Strong past record

Afraid to Lose Money In the Stock Market.
Build Your Potential High Return Portfolio Instead.

Share Your Number

Dhanwaan Pricing


Investable Surplus of upto ₹ 1 Cr

₹ 80,000
The amount payable is ₹ 40,000 + GST
every 6 months.
*Disclosure of correct investable surplus is very important for designing a best fit optimised portfolio for you.
Dhanwaan + MPO

Investable Surplus of upto ₹ 1 Cr

₹ 1,00,000
The amount payable is ₹ 50,000 + GST
every 6 months.
*Disclosure of correct investable surplus is very important for designing a best fit optimised portfolio for you.
  • yes-feature-lastAccessible from anywhere
  • yes-feature-lastSimple to understand
  • yes-feature-lastKeeping you always a step ahead

Bank Account Details



Bank Name : Bank of Baroda

Type : CURRENT ACCOUNT | Branch : M.J. MARKET, MUMBAI | Bank Name : Bank of Baroda | Account No. : 06950200000577

Need More Details About Dhanwaan

Schedule An Appointment With Our Team.

frequently asked questions

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 Dhanwaan?

Currently, we have around 1500+ 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:

  • Portfolio 1- year forward PE should not exceed 20 xs.
  • Portfolio beta should not exceed 1 xs.
  • Portfolio diversification across 5-8 sectors with 15-20 stocks. No sector to exceed more than 30% of the AUM. Focus on domestic plays in the sector of BFSI, consumption, auto, etc. and avoiding high-risk segment like global cyclical & real estate.
  • No single stock to exceed more than 10% of the AUM. Portfolio market capitalization in the range of ₹ 35,000-45,000 crores.
  • Only those stocks are chosen in which the daily trading volumes should be able to absorb complete liquidation in 4-5 trading sessions.

Do you use a bottom-up approach or a top-down approach while selecting stocks under this Dhanwaan?

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 Dhanwaan 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 Dhanwaan 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.

What is the investment limit for Dhanwaan?

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

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