Helping You to Be Better Prepared For Tomorrow. Our SEBI-registered advisory helps you build a stock portfolio consisting of fundamentally sound businesses that helps you create wealth in the long term.
This strategy by our stock market advisory is suitable for long term investors who wish to create wealth by investing in a tailor-made portfolio consisting of 20-25 fundamentally sound businesses.
- Personalized portfolio of 20-25 stocks.
- Complete handholding.Build Your Portfolio
Get access to a portfolio of fundamentally sound stocks where the intrinsic/real value is more than the current share price due to inevitable temporary hiccups.
- Invest in 10-12 fundamentally sound stocks in a year.
- Invest small on a monthly basis.Start Investing
An offline investment advisory service with personal interaction to create wealth creation portfolio that suits your requirement.
- Investors who want quality advice for direct equities & portfolio administration while making own investment decisions.
- Minimum investible surplus: INR 25 lacs and above.
- Suitable for HNI, UHNI & family offices.Multiply Your Wealth
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Equentis Private Wealth
We are a preferred stock market advisory company for 38,000 investors worldwide, who trust us when it comes to creating wealth by investing in equities. We work relentlessly to offer you an unrivalled investing experience and fulfill your goals.
Using a unique wealth creation methodology, we curate a portfolio that is designed to suit your risk profile and goals.
Human Intelligence & Technology
Let the best of human minds and technology do all the research to identify high-growth stocks for you.
All In One
Experience 3 in 1, i.e. Constant support, easy & secure payment options and economical pricing.
Always By Your
We monitor your portfolio, issue alerts & guide you on rebalancing, so you can live a stress-free life.
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Everything we do, we are driven by a passion to help investors create wealth in the most effective, transparent, hassle-free & cost-effective fashion. And while doing this, wealth creation is just the by-product of this process.
The data provided above is sourced from NSE
* The performance represented on this page is historical. Please note that past performance is not a reliable indicator of future performance. Equity investments are subject to market risks. Read all terms & documents carefully. The content on the Research and Ranking platform (other than that on the paid customer’s dashboard) is intended to be used for informational purposes only. User must independently research and verify all the information before investing.
Our selection criteria are stringent, but the philosophy of our share market advisory is simple: Help you create wealth and achieve your goals by investing in fundamentally sound businesses.
We conduct a rigorous fundamental analysis of each stock based on a host of qualitative
and quantitative parameters.
We've helped thousands of stock market investors invest better and take the first step towards a secured tomorrow.
Here is what our customers have to say about our wealth creation solutions.Read More Success Stories
How To Invest In Share Market? A Detailed Guide To Invest In Share Market For Beginners
One of the best ways to create sustainable wealth is to invest in the share market. Yet according to popular estimates, even today, only a tiny proportion of people in India invest in the share market.Read More
How Many Stocks Should You Own?
If you have built a portfolio which is optimally diversified, then the chances of success in the stock market increases manifold. But what is optimal diversification and how would you ensure your portfolio is not under or over diversified?Read More
Step-By-Step Guide To Help You Invest In The Indian Stock Market.
Are you planning to invest in the stock market? Here is a step-by-step guide to help you get started, build a portfolio and create wealth by avoiding the mistakes and embracing a holistic way of investing in the stock market.Read More
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An investment advisory advises investors on buying and selling securities in exchange for a fee. An investment advisor can advise in two ways, offer advisory services directly to clients or issue investment advisory reports, videos, and other publications on specific securities. In a few cases, the investment advisory firm may use both options to offer advice as R&R does.
According to Investment Advisors Regulation 2013, an investment advisory or investment advisory firm must be SEBI registered to carry out advisory activities. Therefore, unless an individual or firm has a valid registration with the Securities Exchange Board of India, they cannot act as investment advisors. BSE Administration and Supervision Limited (‘BASL’) is supervisory body that supervises the working of RIAs.
Investment advisors offer investment advice on when to buy, sell, hold or deal in securities, investment products, and investment portfolios. The investment advisory can share advice via written, oral formats or other means of communication for the client's benefit, which can include financial planning.
SEBI Registered Investment Advisory refers to professionals who have registered with the Securities and Exchange Board of India (SEBI) under the SEBI (Investment Advisers) Regulations, 2013. These advisors provide investment advisory services to clients, including individuals and institutions based on a defined fee structure.
According to these regulations of SEBI, investment advisors are required to meet the specific eligibility criteria and the guidelines in providing investment advice to their clients.
SEBI maintains a list of registered intermediaries, including investment advisors, on its website, and it is recommended to verify the credentials of any financial advisor on SEBI's site before engaging them. If you are looking for investment advice, it is advisable to seek the services of a SEBI Registered Advisory to ensure that you receive professional and reliable advice.
Yes, Research & Ranking is a fintech platform built by Equentis Wealth Advisory Services Limited which is India's leading SEBI Registered Investment Advisory Services Company with Registration No.: INA000003874. We have specialized in stock advisory services since 2015
When you plan to invest in equities but need to figure out the process, seeking advice is the right way. But whom should you seek advice from, as plenty of investment advisors offer advice? However, you are still determining if their best long-term stock advice will help you fulfill your goals. So, getting advice from a professional investment advisor, chiefly a SEBI registered investment advisor, can help in investing in stock market.
Here are a few benefits if you are wondering why you must consider a SEBI Registered Investment Advisor.
A stock market advisory firm in India acts as an investment advisor, providing advice on stock market investing. Such investment advisors offer advice for a fee; however, they do not help you buy or sell equity and other securities. The decision to buy or sell in the Indian stock market lies with you.
However, your stock market advisory firm will help you understand the nuances of the stock market and share potential high return stock recommendations with you. Often these recommendations are based on thorough research and study of the companies.
An investment advisor can also help you monitor your portfolio and recommend adjustments needed to ensure you can make the most of the market changes.
No, financial advisory and wealth management are not the same. The financial advisory provides investors with advice about buying and selling individual stocks. In contrast, wealth management is a broader term that includes a range of services such as portfolio management, estate planning, tax planning, and other financial services. Investment Advisory provides tailored advice based on your risk profile and appetite to help you make informed decisions when investing in stocks. Our experienced team of advisors will provide the guidance you need to reach your financial objectives.
A financial advisory takes care of the present needs of an investor. They help investors decide on investments, build a portfolio and provide general advice about buying and selling stocks. A financial planner looks after the future needs of the investor. They analyze more complex portfolios, plan for retirement and estate planning, and offer comprehensive advice regarding investment decisions. Investment Advisory can provide both services in one - giving tailored stock recommendations to help you achieve your desired outcome.
It's never too early to talk to a financial advisory. The best time to start talking to a financial advisory is once you have identified your financial goals. An experienced investment advisor can help you develop a sound strategy based on your risk profile and investment goals, considering tax implications and market conditions. With their expertise, an advisor can help you achieve your goals promptly and efficiently. They can guide how to best manage your portfolio, which stocks are worth investing in, and advise when it might be beneficial to make changes.
Moreover, it depends on your circumstances, but investing can be a great way to build long-term wealth, make investment decisions, track the basics, and provide tailored advice that meets your risk profile and investment objectives. Talking to a financial advisory sooner rather than later can help you get more out of your investments. They can also guide you on when to enter or exit specific investments and markets.