Combo
A combined solution
Get your portfolio
Who should avail?
Ideal for investors...
With an investible surplus of up to ₹25 lakhs
For long-&-medium-term returns
Planning to invest in the 5 in 5 Wealth Creation Strategy & Mispriced Opportunities
who are looking for quality advice in direct equity
Hybrid stock identification system.
Tailored portfolio of High Growth stocks crafted to meet your unique financial goals
User-friendly dashboard
Easy-to-use dashboard for seamless tracking
Comprehensive stock portfolio
Multicap portfolio with diverse sector exposure for a smart investment strategy.
Portfolio rebalancing
Receive expert assistance in portfolio adjustments.
Continuous stock monitoring
Constantly monitor advised stocks and stay updated on relevant developments
Detailed research report
Comprehensive insights to support informed decisions.
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.
Portfolio allocated
Each month, one high-growth stock trading below its intrinsic value is identified. You also get access to a portfolio of 20–25 stocks structured around your risk profile and risk tolerance.
Allocation strategy
Know the allocation percentage for each stock in the portfolio
Choose your surplus
You can modify the amount you want to invest. The allocation percentages & the quantity of shares will be automatically updated based on your investment amount
Continuous monitoring
If a stock does not perform as expected, our team proactively rebalances it with a new recommendation
Pricing
All our services at flat pricing.
5 IN 5
₹ 28,000 for yearly subscription
The amount payable is Rs. ₹ 14,000 + GST every 6 months.
MPO
₹ 32,000 for yearly subscription
The amount payable is Rs. ₹ 16,000 + GST every 6 months.
Combo
₹ 36,000 for yearly subscription
The amount payable is Rs. ₹ 18,000 + 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
Help on call, WhatsApp, or email from the dashboard
One stock advice each month
Summary reports
Help on call, WhatsApp, or email from the dashboard
Bank account details
NEFT / RTGS / IMPS / UPI
Account Name : EQUENTIS WEALTH ADVISORY SERVICES LTD,IFSC code : BARB0BULLIO - BARB(Zero)BULLIO,Type : CURRENT ACCOUNT,Branch : M.J. MARKET, MUMBAI,Bank Name : Bank of Baroda,Account No : 06950200000577
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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, & create a personalized portfolio of 20-25 fundamentally strong stocks. We constantly watch your portfolio companies throughout the year & 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 portfolios. Our analysis indicates that such stocks often lack sufficient operating history, management transparency, and liquidity, which makes it challenging to conduct meaningful fundamental analysis. While some penny stocks may grow in the future, the risks associated with these stocks are significantly higher, limiting our ability to evaluate them effectively.