Portfolio Advisory
Goal-based portfolio design across equity, debt, and hybrid instruments, rebalanced as your life and the market change.
Learn more →
Wealth Advisory & Research
Wealth isn't luck.
Wealth isn't luck.
It's engineered.
Wealthy DNA builds disciplined, research-backed strategies for investors and traders who are done guessing. Every recommendation is tested, tracked, and explained — so you always know the "why" behind the "what."
9+ yrsMarket experience
12,400+Investors guided
4.7 / 5Average client rating
Model Portfolio, YTD
+27.4% ▲ disciplined
What We Do
Four disciplines. One coordinated plan.
From portfolio advisory to hands-on mentorship, each service is designed to work on its own — or together, as a complete wealth engine.
Research & Trading Signals
Daily, backtested trade ideas across equity and F&O with clear entry, exit, and risk levels — no ambiguity.
Learn more →Mentorship & Education
Structured, live-taught programs on technical analysis, risk, and trading psychology for every experience level.
Learn more →Risk Management Desk
An always-on second pair of eyes on your exposure, position sizing, and drawdown — before it becomes a problem.
Learn more →
Why Wealthy DNA
Built on discipline. Proven under pressure.
We measure ourselves the way you'll measure us — by outcomes, not promises. Here's what that looks like day to day.
Data-first research
Every call is backtested against historical data before it ever reaches a client — conviction backed by evidence, not opinion.
Transparent track record
Wins and losses are logged and shared alike. You see the full performance history, not a curated highlight reel.
A dedicated relationship manager
One point of contact who knows your portfolio, your goals, and your risk appetite — not a rotating support queue.
Compliance-first guidance
Every recommendation is documented and delivered within regulatory guidelines — no back-channel tips, no shortcuts.
How We Work
A four-step cycle, repeated with discipline.
Wealth-building isn't a one-time event. Our process runs on a continuous loop, so your plan evolves as your life — and the market — does.
01
Discover
We map your goals, timelines, income, and risk tolerance before a single rupee moves.
02
Design
A written strategy — asset mix, position sizing, and rules for entry and exit — built specifically for you.
03
Deploy
Capital is committed in stages, never all at once, with every trade logged against the original plan.
04
Monitor & Rebalance
Monthly reviews and event-driven check-ins keep the portfolio aligned as markets and goals shift.
Where We Operate
Markets we research, trade, and advise on.
Equities
Large, mid & small-cap
Futures & Options
Index & stock derivatives
Commodities
Bullion & energy
Currency
Major & INR crosses
Risk Management
We protect capital first. Returns follow.
Most advisories talk about upside. We start every conversation with downside — because the fastest way to compound wealth is to avoid the drawdowns that wipe out years of gains.
Position sizing capped before every recommendation is sent.
Hard stop-loss levels attached to every trade idea, no exceptions.
Portfolio-level exposure reviewed weekly against a drawdown ceiling.
≤ 2%
Capital risked per single trade idea
Max portfolio drawdown ceiling12%
Stop-loss discipline100% of trades
Exposure review cadenceWeekly
0
Years in the markets
0
Investors guided
0
Assets under guidance
0
Avg. query response time
Client Voices
Trusted by investors who value clarity over noise.
“
The risk management alone was worth switching for. I finally understand why I'm holding what I'm holding.
Arindam Basu
Long-term investor, Kolkata
“
Signals come with real reasoning, not just buy/sell. That changed how I trade — and how I sleep at night.
Priya Nair
Active F&O trader
“
My relationship manager treats my portfolio like it's their own. That's rare, and it shows in the results.
Rohit Malhotra
Portfolio advisory client
Book a strategy call, share your goals and risk appetite, and we design a proposed plan within 3–5 business days. Nothing is deployed until you approve it.
Our mentorship and signal services have no minimum. Portfolio advisory engagements typically start from ₹5 lakh, discussed case by case on your strategy call.
Via a private client dashboard and app notification, with entry, target, and stop-loss levels — plus the reasoning behind each call.
Capital protection first. Every idea carries a defined stop-loss and a capped position size before it's ever shared with a client.
Yes. Plans are reviewed monthly and can be adjusted, paused, or cancelled — see our Terms of Use for full details.
Ready When You Are
Start minting your dreams, one disciplined decision at a time.
Book a no-obligation strategy call and see exactly how a research-led plan would look for your portfolio.