5paisa Wealth

There is no better feeling that having all your ducks in a row when it comes to finances. And we help you stay on the top of this game with our all-new 5paisa Wealth. 5paisa Wealth offers professional portfolio advisory for your investment with an aim to deliver consistent returns in the long run. It relieves you from monitoring and balancing your assets regularly, thus making wealth creation easy for you. We support you with a seasoned expert who will review and recommend the changes to your portfolio on an on-going basis while managing risk appropriately.

Under 5paisa Wealth, we bring the best investment managers with a proven track record. These veterans provide intelligent investment advice using extensively researched Fundamental and Technical information.

Funds

Abakkus Smart FlexiCap High Volatility

Predominantly within Top 250 companies with select smaller companies to generate alpha

Alpha Core & Satellite High Volatility

A selection of competitive stocks that aim to give you superior risk adjusted returns.

Why 5paisa Wealth?

5paisa is the first discount broker in the country to introduce a portfolio advisory services for its customers. Why choose 5paisa Wealth for your investments?

  • Experienced fund managers
  • Proven track record of returns
  • Diversified portfolio advisory to reduce risk
  • Quality stock selection
  • Multiple portfolio offerings
  • Complete Transparency as stocks are held in Demat of Investors
  • Disciplined approach and active monitoring
  • Monthly performance reports

Why better than PMS and MF?

5paisa Wealth is a better investment option than both Mutual funds and other portfolio management services. Mutual funds limit the investors to a single segment and generally have an exit load attached, whereas we give you completely diversified portfolios and you can enter and exit anytime you want. Also, we advise you where to invest in vis-à-vis mutual funds where the fund manager completely decides where the investments will be put in.

You can start investing with 5paisa wealth with just Rs. 2.5 lac. PMS services require at least Rs.50 lac investment to start with. Hence, you can get the best advice at much lower investment in 5paisa Wealth.

Our Expert Team

Sunil Singhania 20+ years experience

Sunil, a CA Rank Holder and CFA charter holder, has a distinguished track record of over 2 decades in Equity Investments. Earlier as CIO-Equities for Reliance Mutual Fund, he played an instrumental role in building RMF into one of India's largest AMCs overseeing ~USD 11bn of equity assets.

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Pankaj Murarka 25+ years experience

Pankaj is the founder and drives the investment process at Renaissance Investment Managers. He has over 25 years of experience in Equity Research & Fund Management with credible track record of performance over his professional career.

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Investment Philosophy

If you are a mid to long term equity market investor who believes in disciplined wealth creation from stock market, 5paisa Wealth is "The Right Choice" for you. Whether you are a naïve or a pro investor, 5paisa Wealth caters to all.

  • For new to market investors – For you lack of knowledge and experience is the major hindrance, to overcome which we offer expert advisory that makes investing easy for you.
  • For experienced investors – Since you are more concerned about optimization of your potfolio to churn maximum profits, we provide diversification to the portfolio with proper risk management.

How to Invest Process

Credibility

  • Rahul Veera Abakkus Asset Manager LLP Rahul Veera has over a decade of equity market experience. Prior to Abakkus Asset Manager LLP, he has been associated as an equity research analyst for organizations like Edelweiss, Morgan Stanley, Elara capital and was tracking multiple sectors like Pharma, Chemicals, Oil & Gas, Cement, etc. His expertise lies in stock selection across the market cap with strong focus on bottom-up research. Rahul is MBA from Swansea, UK and alumnus of IIM Calcutta with specialization in Finance.
  • Pawan Parekh Alpha Portfolios Pawan Parekh has over 15 years of experience in investment research. He started his capital markets career with Edelweiss Securities as an equity analyst. Over the years, he has worked with several marquee organizations like Deloitte, HSBC and HDFC amongst others. He actively interacts with company managements and industry experts to gauge the upcoming trends/ disruptions across various sectors. He likes to travels across the country to gain better understanding of ground realities. He has depicted ability to understand different business models across multiple sectors.

Frequently Asked Questions

The min. investment amount depends on the investment portfolio you choose. Our portfolios start with just Rs.2.5 lacs of min. investment.

 

No, there is no lock-in period for all your investments done through 5paisa Wealth, you can sell your portfolio anytime.

No, there is no min. networth requirement for 5paisa Wealth.

 

All our customers are eligible to invest through 5paisa Wealth!