Shaping your wealth into a legacy

With the Ten Trillion Opportunity, you control where your money is invested and the shares held in your Demat account. Our investors have complete control over their investments as the funds as well as the execution is in their control. With us, you make informed investment decisions, and we will share detailed research reports, quarterly result updates, and get your questions answered.

We charge a percentage fee on the Assets under Advice (AUA) without engaging in profit-sharing, which ultimately benefits you. The fee structure at Equentis Private Wealth is specifically crafted to align with your financial objectives and requirements. While we don't utilize a percentage of AUA plus a profit-sharing model, our primary focus is on delivering transparent and efficient portfolio advisory services to assist you in attaining your financial goals.

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

The stocks chosen under TTO are done based on quantitative and qualitative aspects: Quantitative Parameters: - Score of each stock is done on a scale of 10 which incorporates parameters like: - Sales CAGR in the last 5 years - Profits CAGR in the last 5 years - Stock price CAGR in the last 5 years - Average Return on Equity in the last 5 years - Average Return on Capital Employed in the last 5 years - Positive Free cash flow in the last 10 years - Net leverage on the balance sheet as on date and the trend - Current promoter holding percentage - Promoter pledge latest and trend - Beta of the stock Qualitative Parameters: - Below parameters are given importance besides many others: - Professional management as a percentage of leadership team - Composition/strength of the board - Promoters remuneration as a percentage of company’s profits - Disclosure Standards - History of being minority shareholder friendly - Prevalence of business moat and leadership ranking within the industry - Market share by revenue, profits, customers - Industry related tailwinds - History of efficient capital allocation - Holding structure being complex or simple Other Parameters: - Besides the quantitative and qualitative factors, some of the below are also kept in mind: - Our view on the Indian economy, global economy, earnings of benchmarks such as Nifty - Assessment of high frequency data such as GDP, IIP, Core growth, GST collections, Inflation etc. - Top-down and bottom-up approach to identify a particular stock - Churn rate within a reasonable limit given our proposition of long-term wealth creation - Our ability/nimbleness to proactively respond to crises such as Covid, demonetization etc.

At Equentis—Private Wealth, we take a bottom-up approach to stock selection. We thoroughly evaluate individual stocks based on their intrinsic value, growth potential, and fundamental strengths, ensuring a meticulous selection process. There is a common thread with our identified emerging themes and conviction of rise in share of respective sectors in GDP over next 5-10 years basis historic trends.

While we aim for consistent growth, market conditions, and individual stock performance influence annual gains. At Equentis - Private Wealth, we strive to help you achieve your financial objectives through strategic portfolio advisory services. We aim to identify investments that will help you achieve your financial goals. However, occasionally, your portfolio may not show annual gains due to stock market volatility. Short-term gains and volatility should not be a significant concern as you invest with an 8-10-year horizon in well-researched and fundamentally sound stocks.

Certainly! Equentis - Private Wealth services are highly customized. Our research team will help you change your portfolio if you are not keen on investing in a particular stock or sector. With our Portfolio Advisory Services, you have a say in your investments. If you have concerns about a sector or stock, we'll work together to adjust the investment recommendations to align with your preferences and goals.

You can start investing at least one crore in Equentis - Private Wealth.