Sanchitam Wealth is a SEBI-Registered Research Analyst (Registered Name – Ankita Ashwin Jain Proprietor of Sanchitam Wealth, Registration No. INH000020271). We provide equity research and model portfolio services.
A model portfolio is a structured basket of securities with defined weightages, created to provide transparent and actionable investment guidance.
A mutual fund is an investment vehicle where your money is combined with other investors’ funds and managed by a fund manager. Investors own units in the fund, not the underlying assets directly, and the value of their investment fluctuates with the fund’s unit price.
A model portfolio is a pre-constructed collection of investments, often including direct shares, ETFs, or mutual funds, designed to match a specific investment strategy or risk profile. Investors own the underlying assets directly, giving them more visibility, control, and potential tax advantages.
As a SEBI-registered entity, Sanchitam Wealth is strictly governed by the Securities and Exchange Board of India (Research Analysts) Regulations, 2014. These regulations mandate that we perform mandatory Know-Your-Customer (KYC) verification for all clients before providing our services.
Collecting your PAN and Aadhar allows us to verify your identity and ensure regulatory compliance. We prioritize the security of your information and handle all documents with the highest standards of data privacy.
Absolutely not. Your capital remains entirely under your control in your own personal trading and demat account.
At Sanchitam Wealth, we provide you with transparent, actionable investment recommendations. You retain full authority to execute these trades at your convenience through your preferred brokerage platform. This model ensures that you maintain complete ownership of your assets and can monitor your investments directly at all times.
No. Sanchitam Wealth operates on a fixed-fee model. Our goal is to provide objective, high-quality investment guidance, and our fees are independent of the amount of capital you choose to invest. This ensures that our recommendations remain focused entirely on your financial goals rather than your portfolio size.
You can complete your payments conveniently via UPI or direct bank transfer (NEFT) using the details provided below:
Once the payment is completed, please email the screenshot of the confirmation to connect@sanchitam.com
SW Top10 is our model portfolio that invests in a maximum of 10 stocks selected from the current and past constituents of Nifty 50 and Nifty Next 50.
Our investment methodology, particularly for the SW Top10 portfolio, integrates both fundamental and technical analysis to optimize results.
By combining these two disciplines, we aim to capture growth in quality companies while maintaining a disciplined, rules-based approach to market volatility.
Sanchitam Wealth offers two straightforward subscription options designed to provide consistent, value-driven investment guidance:
Both plans grant you full access to our model portfolio recommendations and research. We believe in complete pricing transparency, with no hidden costs or performance fees.
Our service is designed for the busy professional, requiring less than 10 minutes of your time per week.
Our process is simple and disciplined:
As a SEBI-registered research analyst, we are strictly prohibited from disclosing or guaranteeing past performance results in public communications.
Our investment philosophy is focused on the long term. Our objective is to generate superior risk-adjusted returns by consistently outperforming the Nifty 50 benchmark and broad-based mutual fund averages. By adhering to our disciplined model portfolio strategy—which focuses on quality constituents and objective, data-driven entry and exit signals—we aim to provide sustainable, long-term wealth creation for our subscribers.
No. All investments in the financial markets are subject to inherent market risks, and we do not provide any assurance or guarantee of performance or returns.
Investment decisions are ultimately the responsibility of the client. While we provide objective, research-backed guidance, any reliance on these recommendations is based on the client’s own judgment. Please be aware that there is no recourse for losses incurred on investments made following these recommendations, and historical performance is not an indicator of future results. We encourage all our clients to invest with a clear understanding of their risk appetite and financial objectives.
To fully implement the SW Top10 strategy, we recommend a minimum investment of ₹5 lakhs. This allows for a comfortable, balanced allocation across all constituents of the model.
However, the strategy can be initiated with a minimum capital of ₹1 lakh. Please note that at lower capital levels, maintaining the exact recommended weightages may be more challenging due to share price denominations.
To harness the full potential of our model portfolios, we recommend a minimum investment horizon of three years.
As the name suggests, the SW Top10 portfolio is structured to maintain a focused, high-conviction selection of high-quality companies. We strictly limit the portfolio to a maximum of 10 stocks at any given time. This disciplined approach ensures that each holding receives focused attention and contributes meaningfully to your overall portfolio performance.
Our SW Top10 strategy is built on a foundation of disciplined, balanced exposure. We employ an equal-weighting methodology, meaning your capital is divided equally among all stocks in the portfolio.
With a maximum of 10 stocks in the SW Top10, this translates to a 10% allocation per stock. This equal-capital approach ensures that no single security disproportionately impacts your overall portfolio performance, promoting a balanced risk profile and maintaining strict alignment with our model portfolio guidance.
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