A flat fee. Not a % of your wealth.

Invest in research-driven equity baskets built on value investing principles — with direct demat ownership and a flat monthly fee, regardless of portfolio size.

Direct Demat Ownership
1-Click Execution
Quarterly Rebalancing
No Lock-in
Explore Baskets See the Fee Math
Scroll
Watch: Our Explainer

See exactly how Equity Wallet works

● Live Explainer
Understanding Investment Fees

Percentage-based fees grow with your portfolio.

1.5%–2.5%
of portfolio value · typical AUM-based fee range

Typical AUM-based fee structures are charged as a percentage of your portfolio — applied each year.

💰
₹1 Crore
Portfolio Value
1.5%
📊
₹1,50,000
Annual Fee
₹25 Lakh
₹37,500
annual fee @ 1.5%
₹50 Lakh
₹75,000
annual fee @ 1.5%
₹1 Crore
₹1,50,000
annual fee @ 1.5%

The fee scales with portfolio size.

Fee Structures Over Time

Larger portfolio, same flat fee.

A percentage-based fee scales with portfolio size. A flat fee stays constant — illustrated below on an identical ₹5 lakh investment at an identical 14% p.a. return assumption.

₹0
Fee impact · ₹5L @ 14% p.a. · 20 years · illustrative
₹5 Lakh invested · 14% p.a. · 20 years
₹96.8L
₹84.6L
₹13L
gap
₹71.4L
Zero-fee baseline
Reference only
Flat Fee
₹999/month
1.5% AUM Fee
Percentage-based
Illustrative only · Actual returns depend on market conditions and may differ materially
The EquityWallet Model
₹
EquityWallet
₹999
per month · flat · always
One fee. Any portfolio size.
1.5% AUM Fee · ₹1 Crore
₹1,50,000
per year · percentage-based
Flat Fee · any portfolio size
₹11,988
per year · constant
SEBI Registered Research Analyst

We pick businesses, not numbers.

🏆
High-Quality Businesses
Durable earnings power · proven management · competitive moat
💪
Strong Balance Sheets
Low debt · high resilience through every market cycle
📈
Strong Return on Equity
Superior capital allocation — compounding for decades
🎯
Fair Valuations
Bought at reasonable prices — held for the long term. Never overpay.
🔍
Full Transparency
No black box. See every holding, its weight, and the reason it's in your basket.
Up and running in 10 minutes

Your stocks. Your Demat. Your name.

01
📊
Choose
Pick a research-backed basket
02
🔗
Link Broker
Zerodha, Groww, Upstox & all major brokers
03
⚡
1-Click Buy
All trades placed at once
04
🏦
Own Stocks
Shares in your Demat. Dividends to bank.
You own stocks. Not units. Actual shares.
SEBI Registered Research Analyst · We never hold your money
5
Step 5

Sit Back
& Relax

We don't stop at setup. Our SEBI-registered Research Analyst continuously monitors every basket. When a rebalance is due — a stock needs replacing or weights need adjusting — you get notified. Execute changes with a single tap.

Continuous Monitoring
Rebalance Alerts
One-Tap Execution
No Surprise Fees
📱
Push notification arrives
Analyst flags a rebalance opportunity
👆
You review the change
See the holding, the reason, and the action
✅
Tap to execute in 1-click
Trades placed instantly in your Demat
₹
EquityWallet
Research-Led Equity Baskets

A flat fee. Not a % of your wealth.

Research-driven equity baskets with direct demat ownership.
One flat monthly fee, regardless of portfolio size.
Starting at ₹499/month*. No AUM-based fees.

₹499*
Starting / month
10 min
To get started
Flat
No AUM fee
Demat
Direct ownership
SEBI Registered Research Analyst · INH000XXXXX · Flat fees from ₹499/month* · Direct Demat Ownership · We never hold client funds or securities. *Fees range ₹499–₹999/month per basket. Exclusive of statutory charges.
₹
EquityWallet
Guided Wealth Creation
Click to play with sound
Our Investment Philosophy

We Practise Value Investing.

We are not stock pickers chasing momentum. We are long-term investors who seek to own great businesses at reasonable prices and hold them with discipline.

01

Capital Protection First

Our primary goal is to not lose money. Growth comes second. A portfolio that avoids large permanent losses compounds powerfully — even with modest annual returns.

02

Discipline Over Speculation

We do not chase IPOs, themes, or market momentum. We follow a repeatable, rules-based process. Consistency and patience — not market timing — create lasting wealth.

03

Long-Term Compounding

Buying good businesses at reasonable prices dramatically improves the probability of compounding over decades. Time is the most powerful variable in wealth creation.

What We Invest In
Our Stock Checklist

Our selection criteria are rooted in the time-tested principles championed by Benjamin Graham and Warren Buffett. Every basket clears a strict fundamental checklist before we recommend it.

🏆
High-Quality Businesses

Durable earnings, exceptional management, and a long track record of capital allocation.

📉
Low-Debt Balance Sheets

Avoid highly leveraged businesses. Low debt reduces downside risk and keeps options open.

📈
Strong Return on Equity

Businesses that consistently generate superior returns on shareholders' capital.

🛡️
Competitive Moat

Brands, switching costs, or network effects that make the business hard to displace.

⚖️
Reasonable Valuations

We never overpay. Great businesses at inflated prices destroy returns — we wait.

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. High Growth, Dividend Yield, 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

Each basket is built on value-investing principles — quality businesses, reasonable valuations, long-term wealth creation.

All
Growth
Dividend
Defensive
Climber at mountain summit — High Growth High Risk
High Growth Value Basket
Quality mid and small-cap businesses with exceptional ROE and clearly scalable business models — bought at reasonable prices.
Horizon
5–7 Yrs
Stocks
25
Min. Investment ₹50,000
Research Fee ₹999 /mo
View Details →
Ascending coin stacks — Dividend Yield Low to Moderate
Dividend Yield
High-dividend payers with 10+ year track records. Regular income credited directly to your bank account — no middleman.
Horizon
3–5 Yrs
Stocks
15
Min. Investment ₹1,00,000
Research Fee ₹799 /mo
View Details →
Family celebrating graduation — Child Security Fund Moderate Risk
Child Security Fund
A long-horizon, low-volatility basket designed to fund your child's education and future — stable compounders with strong earnings visibility.
Horizon
10+ Yrs
Stocks
20
Min. Investment ₹25,000
Research Fee ₹499 /mo
View Details →

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: INH000XXXXX · BSE RAASB Enlisted

Transparency First

Know Your Research Analyst

At EquityWallet, we believe in full transparency about the analyst behind every recommendation. No algorithms. No anonymous fund managers. One accountable, named professional — with a face, a track record, and skin in the game.

Abhishek Mehta – Research Analyst, Equity Wallet
SEBI Registered
Research Analyst
Book a Meeting
Abhishek Mehta
Research Analyst & Founder, EquityWallet

Abhishek Mehta brings over a decade of experience in financial markets, with a strong foundation in fundamental equity research and long-term value investing, guided by the Graham–Buffett philosophy.

Prior to founding EquityWallet, he held treasury and investment roles across leading domestic and international banks, where he developed deep expertise in business analysis, capital allocation, and long-term value creation.

During his career, he observed that percentage-based fee structures often reduce investor returns over long time horizons as the fee scales with portfolio size.

This led him to launch EquityWallet — a platform offering research-driven equity baskets with direct demat ownership and a transparent flat-fee structure, aligning investment costs with investor interests.

Every basket on EquityWallet is built on rigorous research and is something he would personally invest in.

PG in Finance & Securities Markets NISM Research Analyst Certified 10+ Years Equity Research Value Investing Practitioner
10+
Years in Markets
3
Curated Baskets
SEBI Research Analyst Reg. No: INH000XXXXX  ·  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%
₹999

Projected Corpus After 10 Years

Zero-fee Baseline (Reference Only) –
Flat Fee Structure (Equity Wallet) –
AUM-based Fee Structure –
Difference between the two fee structures –
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
INH000XXXXX
Registered under SEBI (Research Analysts) Regulations, 2014 · BSE RAASB Enlisted
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

Compatible with all major Indian brokers

Zerodha
Groww
Angel One
Upstox
HDFC Sec
ICICI Direct

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.

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
hello@equitywallet.in
WhatsApp · Phone
+91 98765 43210
Support Hours
Mon–Fri · 9 AM to 6 PM IST
● Open
Registered Office
Mumbai, Maharashtra, India
Regulatory & Grievance
SEBI compliance channel
SEBI Research Analyst
INH000XXXXX
Grievance Email
grievance@equitywallet.in
SEBI SCORES Portal
scores.sebi.gov.in
Response within 2 business days · SEBI-mandated 30 days
9:41
Portfolio
Total Portfolio Value
₹12,48,320
+₹48,320 · today
High Growth Value
25 stocks · Mid & Small Cap
₹6.2L
Dividend Yield
15 stocks · Blue chips
₹3.8L
Child Security
20 stocks · Long horizon
₹2.4L
Home
Baskets
Insights
Profile
Rebalance alert
HGVB · 1 stock swap
Trade executed
via Zerodha · 0.2s
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
📈
Market Analysis
Why the 2024–2029 Capex Supercycle Makes Infrastructure Baskets a Long-Term Opportunity
15 June 2025 · 8 min read
💡
How-To Guide
How to Link Your Zerodha Account in 3 Minutes
10 June 2025 · 4 min
📚
Value Investing
Why Return on Equity Is the Single Most Important Metric for Long-Term Investors
05 June 2025 · 6 min

Equity Wallet Support

⚡ Typically replies in 2 minutes

Welcome to Equity Wallet 👋 How can we assist you today?
I can help with KYC, broker linking, basket selection, or fee questions.
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