10 lac+ Registered Users
20+ Years of Investment Expertise
Algorithm Backed
Our businesses
Research & Ranking
Suitable for an investment surplus of ₹3 Lacs to ₹1 Cr. An investment plan for 5-6 years
Equentis Private Wealth
Suitable for an investment surplus of ₹1 Cr & above. An investment plan for 8 - 10 years
Informed InvestoRR
An edu-tech platform that offers insights on investing practices & stock market developments
MultiplyRR
For an investment journey starting with as low as ₹25K. A DIY platform to multiply your savings
Founder & Managing Director
Mr Manish Goel is the visionary Founder and Director of Equentis Wealth Advisory Ltd., an equity advisory firm dedicated to transforming the landscape of financial literacy and wealth creation in India.
A qualified Company Secretary, Law Graduate, and Master of International Trade and Finance from the UK, Manish has carved a niche as a trusted advisor and thought leader in the industry. With his fervent passion for the financial markets and relentless commitment to empowering investors, he has carved a niche as a thought leader in the industry.
Having honed his expertise as a Finance Director across Europe and the UK, Manish identified a profound gap in financial literacy and investment opportunities upon returning to India. Driven by the belief that wealth creation through the stock market should not be the privilege of a select few but a democratic right accessible to all, he embarked on a mission to bridge this gap by setting up Equentis in 2009.
Under his leadership, Equentis Wealth Advisory Ltd. has emerged as a beacon of hope for countless investors, providing them with the knowledge, tools, and strategies needed to navigate the complexities of the financial markets. His unwavering perseverance and dedication to fostering financial inclusion have been instrumental in transforming the lives of many, helping them achieve their financial goals and secure their futures.
Meet our leaders
Board members & management team
Our value system
The foundation of our success
Equal existence
We believe wealth creation must be everyone's right, ensuring that it is not a privilege limited to a few but a possibility for every individual.
Innovation
We believe in moving ahead of time, so we’ve built an in-house Quant Engine using 300+ Smart Algorithms that help us arrive at the right stock recommendations for our customers.
Humility
We believe in becoming better each day. We value the feedback from our precious customers, competitors, and the market to evolve.
Honesty
We prioritize transparency, integrity, and truthfulness in all our interactions with customers, stakeholders, and the public.
Thinking big
We dream beyond the conventional, and embrace innovation and change.
Collaboration
Our customer’s success is our success! We recognize the value of working with others to achieve common objectives, enhance capabilities, and create mutually beneficial outcomes.
Impact
We aspire to make a difference in the industry and investor community, becoming a driving force for positive change.
Integrity
We are dedicated to always being honest, transparent, and ethical in everything we do
Our philosophy
There's only one way to create wealth - LONG TERM.
Clarity
Offering clear insights & strategies
Consistency
Helping investors stay on course despite market fluctuations.
Awards & recognition
Winning moments and award-worthy highlights
DMA Asia
Pioneering change & setting benchmarks in purpose-driven excellence
DMA Sparkies
Best promotional email marketing campaign for #HarGharLakshmi
Quantic
Best technology implementation for business growth (investment advisory)
Testimonial
Elite Club
Anirban Basu
Investor
7 reviews
I am using R&R for the last 3 years, they are pretty good on their recommendations.. specifically in Missed price section. Out of my 36 calls 7 were in loss and rest all are at target or on track. It's a pretty decent strike rate. I recommend R&R to everyone.
Clients speak
Our subscribers love us!
Frequently asked questions
Investment advisory involves professional guidance to help individuals and organizations make informed investment decisions. Advisory firms provide insights on asset allocation, portfolio management, and market trends.
Investment advisor services encompass a range of offerings, including personalized investment strategies, financial planning, risk assessment, and ongoing portfolio management, tailored to meet individual client goals.
When choosing an investment advisory firm, consider factors like the firm’s track record, expertise, client reviews, fee structure, and whether their investment philosophy aligns with your financial goals.
Benefits of investment advisory services include expert market insights, personalized investment strategies, risk management, and the ability to navigate complex financial markets, ultimately aiming to enhance returns.
To find a reliable investment advisor near you, search online directories, check for local advisory firms, and read client reviews. Personal recommendations from friends or family can also be valuable.
Expect personalized investment strategies, regular portfolio reviews, detailed market analysis, and transparent communication about performance and fees when using an investment advisory service.
Yes, investment advisory services are suitable for beginners. They provide valuable education, tailored strategies, and guidance to help novice investors understand the market and make informed decisions.
Investment advisors typically charge through fees based on a percentage of assets under management, hourly rates, or flat fees. Always clarify the fee structure before engaging their services.
An investment advisor should have relevant qualifications, such as a degree in finance or economics, certifications like CFA (Chartered Financial Analyst), and experience in investment management.
Yes, investment advisory services are crucial for retirement planning. Advisors help create personalized retirement strategies, considering factors like risk tolerance, income needs, and investment timelines.
It’s recommended to meet with your investment advisor at least quarterly to review your portfolio and discuss any changes in your financial goals or market conditions.
A financial advisor offers broader financial planning services, including budgeting and estate planning, while an investment advisor focuses specifically on managing and optimizing investment portfolios.
Yes, online investment advisory services provide access to professional investment guidance via digital platforms, often with lower fees and the convenience of managing your portfolio online.
A fiduciary investment advisor is legally obligated to act in their clients' best interests, prioritizing transparency and ethical practices in managing investments and advising clients.
Investment advisory services aid in wealth management by offering tailored investment strategies, tax optimization, risk assessment, and long-term financial planning to grow and protect your wealth.
Yes, investment advisory services can be worth the cost if they provide valuable insights, personalized strategies, and professional management that enhance your investment outcomes and align with your financial goals.
Individuals, families, businesses, and institutions seeking personalized investment strategies, expert advice, and assistance with portfolio management can all benefit from investment advisory services.
Investment advisory firms ensure portfolio diversification by analyzing client goals, risk tolerance, and market conditions, then recommending a mix of asset classes and securities to reduce risk and enhance returns.
During market volatility, investment advisors provide guidance, assess portfolio risks, and may suggest adjustments to strategies, helping clients navigate uncertainty and maintain long-term goals.
To get started with an investment advisory firm, research potential firms, schedule an initial consultation, discuss your financial goals, and review their services and fee structures to find the best fit for you.