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Nifty Bank 36197.15 (-0.85%)
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Nifty Financial Services 17779.5 (-1.13%)
Adani Ports 737.45 (-0.22%)
Asian Paints 3110.45 (-2.21%)
Axis Bank 673.00 (-0.46%)
B P C L 385.90 (1.86%)
Bajaj Auto 3287.85 (-1.22%)
Bajaj Finance 7069.25 (-1.55%)
Bajaj Finserv 17488.70 (-1.52%)
Bharti Airtel 718.35 (-1.94%)
Britannia Inds. 3553.75 (-0.69%)
Cipla 912.05 (-1.00%)
Coal India 159.75 (0.28%)
Divis Lab. 4757.05 (-0.42%)
Dr Reddys Labs 4596.50 (-1.42%)
Eicher Motors 2455.55 (0.16%)
Grasim Inds 1703.90 (-1.16%)
H D F C 2771.65 (-1.29%)
HCL Technologies 1171.40 (-1.12%)
HDFC Bank 1513.55 (-0.80%)
HDFC Life Insur. 690.95 (-2.03%)
Hero Motocorp 2462.45 (-0.41%)
Hind. Unilever 2343.65 (-1.66%)
Hindalco Inds. 424.65 (-1.72%)
I O C L 122.20 (1.28%)
ICICI Bank 716.30 (-0.84%)
IndusInd Bank 951.15 (0.59%)
Infosys 1735.55 (-0.73%)
ITC 221.65 (-1.69%)
JSW Steel 644.55 (-0.34%)
Kotak Mah. Bank 1914.20 (-2.55%)
Larsen & Toubro 1801.25 (0.67%)
M & M 836.95 (-1.48%)
Maruti Suzuki 7208.70 (-1.59%)
Nestle India 19321.35 (-0.93%)
NTPC 127.00 (-1.32%)
O N G C 145.90 (1.32%)
Power Grid Corpn 206.10 (-3.92%)
Reliance Industr 2408.25 (-3.00%)
SBI Life Insuran 1165.95 (-1.86%)
Shree Cement 25914.05 (-1.43%)
St Bk of India 473.15 (-0.81%)
Sun Pharma.Inds. 751.80 (-1.89%)
Tata Consumer 774.30 (0.14%)
Tata Motors 480.10 (0.21%)
Tata Steel 1118.00 (0.50%)
TCS 3640.45 (-0.07%)
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Titan Company 2369.25 (-0.72%)
UltraTech Cem. 7332.45 (0.13%)
UPL 712.75 (2.08%)
Wipro 640.75 (-0.94%)

5paisa Wealth

5paisa is the first discount broker in the country to introduce portfolio advisory services for its customers 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 expert investment managers who will review and recommend changes to your portfolio on an on-going basis while managing risk appropriately.

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If you need any help to start investing on 5Paisa Wealth, please write to us at support@5paisa.com

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?

  • Avail Portfolio Advisory Services staring @ Rs. 2.5 Lac
  • Experienced fund managers
  • Proven track record of returns
  • Diversified portfolio advisory to reduce risk
  • Quality stock selection
  • Disciplined approach and active monitoring

Why better than PMS and MF?

  • You can start investing with 5paisa wealth with just Rs. 2.5 lac. PMS services require at least Rs.50 lac initial investments.
  • Unlike PMS there is no Eligibility criteria for investing in 5paisa Wealth.
  • Our Managers recommend recalibrations to your portfolio on regular basis while managing risks. Thus giving you a opportunity to actively monitor your investments. Where as MF managers have complete control on where and how your money is invested
  • Mutual funds usually have some exit load, whereas you can withdraw your Wealth investments anytime without any Exit Load.

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 Parakh 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!