Home About How It Works Portfolios Calculator Contact Get App

Investing has becometoo complicated.

Thousands of choices. Endless opinions. Where do you even begin?

Mutual Funds Penny Stocks Overseas ETFs Commodity Funds Mid-Cap Funds Large-Cap Funds
An investor unsure where to begin among too many fund choices
Sector Funds Small-Cap Funds Thematic Funds Direct Stocks Gold / Crypto NFOs / ELSS …and more

Investing, simplified

Choose from 4 simple portfolios based on your goals and EquityWallet will do the rest.

A confident EquityWallet investor giving a thumbs up
Wealth
Multiplier Fund

Grow wealth for the long term.

High Risk
Retirement
Fund

Retire confidently and stress-free.

Moderate Risk
Dividend
Fund

Generate steady regular income.

Low to Moderate Risk
Child Security
Fund

Secure their future, the right way.

Moderate Risk
Professionally curated portfolios by a SEBI-Registered Research Analyst, offered at a flat fee model.
Explore Portfolios Book Free Consultation
Watch: Our Explainer

See exactly how Equity Wallet works

● Live Explainer
Our Investment Philosophy

We Practise Value Investing.

We don’t chase momentum. We buy good businesses at fair prices and hold them for years.

01

Capital Protection First

Not losing money comes first. Growth comes second. A portfolio that avoids big losses compounds well even on modest returns.

02

Discipline Over Speculation

No IPO hype, no hot themes. We follow the same rules every time. Patience builds wealth — timing the market does not.

03

Long-Term Compounding

Good businesses bought at fair prices compound for decades. Time does more for your wealth than anything else.

What We Invest In

We follow the principles of Benjamin Graham and Warren Buffett. Every basket clears a strict checklist before we recommend it.

Our Stock Checklist

A business must pass all five checks below before it enters a basket.

High-Quality Businesses

Durable earnings and management with a long track record.

Low-Debt Balance Sheets

Low debt means less damage when markets turn against you.

Strong Return on Equity

Consistently strong returns on the money shareholders put in.

Competitive Moat

A brand or advantage that rivals cannot easily copy.

Reasonable Valuations

We buy at fair prices — and wait when they are not.

Simple Process

How It Works

From selecting a basket to owning shares in your Demat — the entire journey takes under 15 minutes.

1
Choose a Basket

Browse curated portfolios by strategy, risk profile, and return history. Wealth Multiplier, Dividend Yield, Retirement, or Child Security.

2
Link Your Broker

Connect Zerodha, Groww, or Angel One via SEBI-approved API in under 3 minutes. We never store your credentials.

3
1-Click Execute

All orders are placed simultaneously in your broker account. The platform never holds your money or securities.

4
Shares in Your Demat

Stocks credited to your CDSL/NSDL Demat account. Dividends flow directly to your bank account.

Step 5

Sit Back & Relax

Our SEBI-registered Research Analyst continuously monitors every basket. When a rebalance is due — a stock needs replacing or weights need adjusting — you get a notification. Execute the changes with a single tap.

Continuous Monitoring Rebalance Alerts One-Tap Execution No Surprise Fees
Push notification arrives
You review the change
Tap to execute in 1-click
Investment Portfolios

Our Investment Baskets

Built on value-investing principles — quality businesses, sensible prices, long-term growth.

Wealth Multiplier Fund

Wealth Multiplier Fund

Grow Wealth

Quality businesses with strong growth potential, held for the long term.

Goals
  • Buy a House
  • Buy a Car
  • Build Wealth Corpus
  • Early Retirement
Capital Loss RiskHigh
Portfolio VolatilityHigh
Investment Horizon5+ Years
Purpose

Grow wealth over the long term through quality growth businesses.

Suitable For

Investors with a high risk appetite and a long horizon.

Min. Investment₹50,000
Research Fee₹1,111 /mo
Dividend Yield Fund

Dividend Yield Fund

Generate Income

Companies that pay steady dividends, so you earn while you hold.

Goals
  • Regular Income
  • Financial Independence
  • Wealth Creation
Capital Loss RiskHigh
Portfolio VolatilityHigh
Investment Horizon5+ Years
Purpose

Earn regular income, with moderate growth alongside it.

Suitable For

Investors who want income and can take moderate risk.

Min. Investment₹1,00,000
Research Fee₹999 /mo
Retirement Fund

Retirement Fund

Steady Growth + Income

A balanced mix of growth and income for a comfortable retirement.

Goals
  • Retirement Planning
  • Secure Future
  • Lifestyle Comfort
Capital Loss RiskMedium
Portfolio VolatilityMedium
Investment Horizon10+ Years
Purpose

Protect your savings, grow them steadily, earn steady income.

Suitable For

People planning for retirement who prefer lower risk.

Min. Investment₹75,000
Research Fee₹899 /mo
Child Security Fund

Child Security Fund

Secure Future + Grow Wealth

Start today for your child’s education and the goals that follow.

Goals
  • Child Education
  • Higher Studies
  • Bright Future
Capital Loss RiskMedium
Portfolio VolatilityMedium
Investment Horizon10+ Years
Purpose

Grow money steadily for your child’s education and future.

Suitable For

Parents planning 10+ years ahead, with moderate risk.

Min. Investment₹25,000
Research Fee₹799 /mo
Compatible with All Major
Indian Brokers
Zerodha
Groww
Angel One
Upstox
HDFC Sec
ICICI Direct

We support all major brokers so you can invest your way.

All broker names and logos are trademarks of their respective owners. EquityWallet is not affiliated with, endorsed by, or sponsored by any broker listed above. Research Analysts do not execute trades — clients place their own orders through their chosen broker.

Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, enlistment with RAASB and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

EquityWallet Research · SEBI Research Analyst Reg. No: INH000028811 · BSE Enlistment No. 7362

Transparency First

Know Your Research Analyst

One named analyst stands behind every recommendation — with a face, a track record, and his own money in the market.

The Problem He Saw

Too Many Options, Too Much Confusion

Too many products, and too much conflicting advice.

Need for Simple, Goal-Based Solutions

Investing should be simple, and tied to your own goals.

Cost Matters

High fees quietly eat returns. Good advice needn’t cost that much.

The Solution He Built

After a decade in financial markets and fundamental equity research, Abhishek Mehta built EquityWallet.

Goal-based portfolios you can actually understand, at a cost that leaves your returns alone — so ordinary investors can invest with confidence.

Simple
Goal-Based Portfolios
Cost-Effective
Services
Research-Driven
Approach
Analyst Aligned
with Your Goals
SEBI Research Analyst Reg. No: INH000028811
BSE Enlistment No. 7362
Valid: 31 March 2027
No pending proceedings
View Full Disclosure
Fee Impact Calculator

Flat fee vs percentage fee — see the math.

A percentage-based fee scales with your portfolio size; a flat fee stays constant. Adjust the sliders below to compare the two structures with your own inputs.

Your Investment Details

₹5,00,000
₹0
14%
10 Yrs
1.5%
₹1,111
Your Total Investment –

Projected Corpus After 10 Years *

With EquityWallet (₹1,111/mo) –
AUM-based Fee Structure –
Extra Wealth You Keep ✨ –
Explore Baskets →
* Calculated using monthly compounding. Flat fee deducted annually. AUM-based fee applied as annual % of corpus.
This is an illustrative calculator for educational purposes only. The rate of return you input is hypothetical. EquityWallet makes no representation about the likelihood of achieving this return. This calculator is not investment advice and should not be used as the basis for any investment decision.
Secure · Regulated · Transparent

Your Trust. Our Foundation.

A SEBI-registered Research Analyst firm built on radical transparency. We hold no money, take no commissions, and disclose everything the regulator asks — and then some.

SEBI Research Analyst
INH000028811
Registered under SEBI (Research Analysts) Regulations, 2014 · Enlisted with BSE RAASB
BSE EnlistmentNo. 7362
Valid Till31 Mar 2029
ComplianceAnnual Audit Filed
Status● Active

Zero Custody Risk

We never hold your funds or securities. Shares stay in your CDSL/NSDL Demat — in your name.

No Assured Returns

We do not promise profits, guarantee performance, or execute trades on your behalf. Ever.

Conflict-Free Model

Flat subscription fees only. No commissions. No brokerage kickbacks. No distribution conflicts.

Full Disclosure

MITC, Investor Charter, annual audits, and grievance data — all published and publicly accessible.

Regulatory Disclosures & Client Resources Mandatory under SEBI (Research Analysts) Regulations, 2014 · Master Circular dated 27 Jun 2025
Most Important T&C (MITC)
Standardized per SEBI Circular Feb 2025
Investor Charter
Your rights & our obligations
Grievance Redressal
SCORES · ODR · Direct contact
Model Portfolio Framework
Methodology, horizon, rebalancing
Complaints Data
Monthly disclosure, public
Annual Compliance Audit
Published findings & remediation
Get in Touch

We're Here to Help.

Questions about research, baskets, or your subscription? Reach our team via your preferred channel — or book a free 30-minute call with our SEBI-registered Research Analyst.

Direct Line to the Analyst

Book a free 30-minute consultation

No sales pitch. Get your portfolio reviewed, your questions answered, and a transparent view of how our research baskets work — one-on-one with the person who builds them.

Schedule Call
Typically confirmed within 2 business hours
No payment, no commitment, no sales team
Call with the SEBI-registered Analyst, not a rep

This is a general consultation about our research methodology and baskets. For personalised investment advice, please consult a SEBI-registered Investment Adviser.

Reach Us Directly
Email · Phone · Office
Email
info@equitywallet.in
WhatsApp · Phone
+91 88493 55112
Support Hours
Mon–Fri · 9 AM to 6 PM IST
● Open
Registered Office
B4, Workspace Townhall, Homeland City Mall, Udhana Magdalla Road, Surat
Regulatory & Grievance
SEBI compliance channel
SEBI Research Analyst
INH000028811
BSE Enlistment No. 7362
Grievance Email
grievance@equitywallet.in
SEBI SCORES Portal
scores.sebi.gov.in
Response within 2 business days · SEBI-mandated 30 days
9:41
Portfolio
3
Total Portfolio Value
₹12,48,320
Invested: ₹11,20,000
+₹48,320 · today +11.4% overall
Your Baskets
Wealth Multiplier Fund
25 stocks · Mid & Small Cap
₹6.2L
+21.2%
Dividend Yield
15 stocks · Blue chips
₹3.8L
+7.9%
Child Security
20 stocks · Long horizon
₹2.4L
+4.6%
Home
Baskets
Insights
Profile
Coming Soon · EquityWallet Mobile

Your portfolio,
in your pocket.

Real-time basket tracking, push notifications for every rebalance, research reports, one-tap broker execution — all wrapped in an app built with the same discipline as our research.

Live portfolio tracking across all three baskets
Push alerts the moment a rebalance is due
Biometric login · bank-grade encryption
Download on the
App Store
Get it on
Google Play
or
Scan to download iOS app
iOS
Scan to install
Scan to download Android app
Android
Scan to install
Insights Hub

Stay Sharp on Markets

View All Articles
Smallcase Powered
Choose Your Broker
Your stocks land directly in your demat account. We never hold your funds or securities.
Popular Brokers
Powered by Smallcase Gateway — SEBI Registered