5paisa team is proud to announce the launch of 5paisa Wealth – a service that offers you intelligent investment advice using extensively researched Fundamental and Technical information.

5paisa Wealth offers professional financial portfolio advisory of your investments, aiming to deliver consistent returns. Our services make it easy for you to invest as it relieves you from monitoring your assets, reviewing investments while taking care of risk management flexibility. 

We are the first broker in the country to introduce portfolio advisory services for our customers. Why choose 5paisa Wealth for your investments?

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 were to invest in against to the mutual funds where the fund manager completely decides where the investments will be put in. 

Abakkus is an alpha focused boutique asset manager in long only strategies for Indian equities. Abakkus Investment Advisors (a division of Abakkus Asset Manager LLP) provides Investment advisory services under the brand Abakkus Smart. Sunil Singhania, the founder of Abakkus, has a distinguished track record of over two decades in Equity Investments. Formerly, as CIO-Equities, he played an instrumental role in building Reliance-Nippon MF into one of India’s largest AMCs overseeing ~USD 11bn of equity assets. Abakkus currently manages over ~ Rs 5,000Crs of assets. Reliance Growth Fund (MF), independently managed by him, has the unique distinction of having grown over 100 times in 21 years. Reliance Small cap Fund was rated amongst the top Mutual funds in its category. He is currently appointed on the IFRS Capital Markets Advisory Committee (CMAC), for the year 2020- 2023, and is the only member from India to be appointed for the same. He has also served on the Global board of CFA Institute, USA (2013-2019) and as Chairman of the Investment Committee (2017-2019) of the CFA Institute, USA.

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.

In his last role, Pankaj was associated with Axis Mutual Fund as the Chief Investment Officer (CIO) managing over $2bn in Indian Equities. He was part of the team that set up Axis Mutual Fund in 2009 and over the years built it into one of the leading AMC in India on back of excellent investment performance. He was responsible for the performance of all the equity funds of Axis AMC and during his stint as Chief Investment Officer, Axis AMC was recognized as the best Equity Fund house of the year by Outlook Money for 2014.

He was also awarded as Best Fund Manager – Runner up Award for Axis Midcap Fund by Outlook Money in 2014. The fund delivered a CAGR return of 24% (2011-2015) significantly outperforming the benchmark and was a top decile fund for 2012 & 2013 and was ranked the No1 performing fund in India across all funds in 2014 on 3 year basis.

He was also recognized by Outlook Money as a Leading Fund Manager with 5 years of track record of consistent performance in the year 2015.

Pankaj has also worked with Merrill Lynch as India Portfolio Manager for Strategic Investment Group. He has also worked with Rare Enterprises, Motilal Oswal Securities and UTI Mutual Fund. During his career apart from delivering superior risk adjusted returns consistently over 20 years in public markets, Pankaj has also been instrumental in executing various PIPE and Private Equity investments.