Our Investment Philosophy

We Practise Value Investing.

No momentum chasing — good businesses, fair prices, held for years.

Capital Protection First

Avoiding big losses matters more than chasing big gains.

Discipline Over Speculation

No IPO hype or hot themes — the same rules, every time.

Long-Term Compounding

Good businesses at fair prices, held for years.

What We Invest In

The Graham & Buffett way: every stock clears five checks before it makes a basket.

Transparency First

Know Your Research Analyst

At EquityWallet, we believe in full transparency about the analyst behind every recommendation.
One accountable professional — with a face, a track record, and skin in the game.

The Problem He Saw

Too Many Options, Too Much Confusion

Normal investors are overwhelmed by countless investment choices and conflicting advice.

Need for Simple, Goal-Based Solutions

Investing should be easy to understand and aligned with personal goals — not complicated.

Cost Matters

High fees eat into returns. Investors deserve high-quality solutions that are also cost effective.

The Solution He Built

With over a decade of experience in financial markets and a strong foundation in fundamental equity research and value investing, Abhishek Mehta founded EquityWallet.

EquityWallet is built to simplify investing for normal investors — by offering easy-to-understand, goal-based portfolios and cost-effective services that help you build wealth with confidence.

Simple
Goal-Based Portfolios
Cost-Effective
Services
Research-Driven
Approach
Analyst Aligned
with Your Goals
SEBI Part-Time Research Analyst Reg. No: INH000028811
Valid: 31 March 2029
No pending proceedings
View Full Disclosure
Fee Impact Calculator

Flat fee vs percentage fee — see the math.

A percentage fee grows with your portfolio. A flat fee doesn’t.

1

Your Investment Details

Lumpsum Investment
₹5,00,000 (₹5.00L)
Monthly SIP (optional)
₹0 (₹0)
Assumed Annual Return (hypothetical)
14%
Time Horizon
10 Years
AUM-based Fee (annual)
1.5%
EquityWallet flat fee (per basket)
2

Your Results

Your Total Investment
–
Projected Corpus After 10 Years*
With EquityWallet (₹1,111/mo)
–
AUM-based Fee Structure
–
Extra Wealth You Keep ✨
–
Explore the Baskets
Secure · Regulated · Transparent

Your Trust. Our Foundation.

A SEBI-registered Part-Time Research Analyst firm. We hold no money, and no broker or fund house pays us anything — so what we recommend is never shaped by who is paying for it.

SEBI Part-Time 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

Your shares stay in your own Demat, in your name.

No Assured Returns

We never promise profits or trade on your behalf.

Conflict-Free Model

Flat fees only — no commissions or kickbacks from brokers or fund houses.

Full Disclosure

MITC, charter, audits and complaints — all public.

Get in Touch

We're Here to Help.

Send us a message, book a free call with the analyst, or reach us directly.

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Leave us an email or a contact number — whichever you prefer — so we can reply.

We use your details only to reply to this enquiry. This form is for general questions about our research and baskets — for personalised investment advice, please consult a SEBI-registered Investment Adviser.

Direct line to the analyst

Book a free 30-minute consultation

Get your questions answered one-on-one by the person who builds the baskets. No sales pitch.

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