frequently asked questions

Our singular focus right from inception has been “Wealth Creation” through long term equity investments.

The platform executes over 300 algorithms to analyze Risk Tolerance, Selection of the Stocks, Diversification of the Portfolio, as well as Portfolio Allocation of each Stock and then create a Personalized Portfolio of 15-20 Fundamentally Sound Stocks for you.

The model also keeps a 24×7 track of the investor’s portfolio companies throughout the year and provides rebalancing as required.

As part of Equentis group, we have had the advantage of being full time into the world of investments, with primary focus on equity markets in India since 2009. Our initial focus was only HNI clientele; however we realized that our “Wealth Creation” strategy can be equally effective for retail investors as well. This is when we opened Research and Ranking (www.researchandranking.com) platform about 13 years ago for retail investors.

We have close to 8.2 Lacs+ registered users and 33,000+ Happy Customers.

If you are planning for a lump sum investment, then you may start as small as INR. 2 – 3 lac capital for investment. Generally we recommend SIP while buying stocks. So, after enrolling for our subscription you may start an SIP in the R&R recommended Personalized Portfolio. We recommend our Online Personalized Portfolio service if your investible surplus is up to 25 lakhs. If you have an investible surplus greater than or equal to 25 lakh we recommend you to call us to know more about our Offline service for Ultra HNI clients.

We believe that the Time you stay invested for works in favor of wealth creation rather than Timing the markets. To avoid timing the market, we recommend buying stocks in SIP manner in our recommended portfolio. Also we believe that if the company fundamentals are moving in the right direction, the stock price has a stronger probability of moving higher no matter when you enter the market.