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20+Years of Investment Expertise

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EquentisInvestment advisory services

  • Assurance & protection of investors' interests
  • Legally authorized entity
  • Credible research-based recommendations
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Investment advisory offerings

5 in 5 Wealth Creation Strategy

Suitable for an investment surplus from ₹ 3L - 25L. An investment for 5-6 years.

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Personalized portfolio of 20-25 high growth stocks

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Timely buy-hold-sell alerts

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Proactive stock rebalancing

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User-friendly web & app interface

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Know the upside potential for every recommendation

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300+ AI algorithms

Meet our leaders

Board members & management team of our stock market advisory

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Manish Goel

Founder & MD

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Jeetendra Nair

Director

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Soniya Goel

Director

Testimonial
Elite Club
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Anirban Basu

Investor

7 reviews

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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.

    Our business of investment advisory services

    Building trusted relationships

    What’s in it for you

    Discover cool features of our share market advisory services

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    Partner to help you invest

    • We help you select stocks based on your risk profile & goals, analyze, rebalance, buy, hold, and exit.
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    Research is on Us

    • We research stocks for you, share reports, buying range, allocate your corpus, understand upside potential, & more
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    300 + AI-based algorithms

    • Our secret tool - over 300 algorithms work the magic to optimize your smart investments
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    Timely stock alerts

    • You will get buy, exit, or rebalancing alerts via SMS, email, whatsapp and dashboard notifications
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    June 6, 2023 | 5 min read

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    FAQs on stock investment advisory

    Get answers to the most pertinent questions on the stock market

    An investment advisory offers personalized advice on managing your investments. Partnering with an investment advisory helps ensure that your financial goals align with market trends, offering peace of mind and strategic growth.

    Yes, Equentis Research & Ranking, a fintech platform, is a part of Equentis Wealth Advisory Services Limited. It is a SEBI-registered Investment Advisory Services Company with Registration No.: INA000003874. We provide specialized stock advisory services, offering professional advice and guidance for investing in the Indian stock market.

    A SEBI-registered investment advisor is a smart choice if you plan to invest in the stock market and need reliable advice. With so many investment advisors out there, it can take time to find the reliable long-term stocks. However, SEBI-registered investment advisors prioritize your financial well-being above all else. They offer unbiased investment guidance and adhere to SEBI regulations, ensuring transparency and accountability, which help you to trust them with your investments.

    A share market advisor provides guidance on buying and selling stocks based on market data. A reliable share market advisor ensures that your investments align with current market trends for maximum returns.

    No, they are not the same. Investment advisory focuses on advising about buying and selling stocks. On the other hand, wealth management is more comprehensive, covering various financial services such as portfolio management, estate planning, and tax planning. An investment advisor like Equentis Research & Ranking helps you to make smart investment decisions in the stock market, considering your long-term financial objectives. Our experienced team of advisors will provide the guidance you need to reach your financial objectives.

    It is essential to understand the distinction between financial advisory and financial planning. While the terms are often used interchangeably, they have different meanings. A financial advisor is a broad category that includes professional investment advisors who offer advice on stock market investing. On the other hand, a financial planner is a professional who helps individuals and organizations create a strategy to meet their long-term financial goals. This includes budgeting, saving, investing, and retirement planning. It's worth noting that all financial planners are financial advisors, but not all financial advisors are financial planners. With so many financial advisors and planners, it's important to do your homework and find the right investment advisor to guide you. By understanding the differences between financial advisory and financial planning, you'll be better equipped to make an informed decision.

    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 manage your portfolio best, 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.

    Financial planning involves thoroughly evaluating one’s income, spending, debt, savings, and expectations for the future. You can create a plan independently or with the help of a certified financial planner. It may also involve investment advisory services to help individuals understand how to invest and create wealth.

    Investors can benefit significantly from financial planning, enabling them to set clear short-term and long-term financial goals. With a financial plan, investors can make smart investments to achieve their objectives. A well-crafted financial advisory plan can help investors prioritize crucial immediate steps, such as reducing debt, building an emergency fund, and creating wealth.

    An Investment Advisor plays a pivotal role in the Financial Planning process by providing professional guidance on your investment management. They analyze market trends, evaluate risk tolerance, and develop investment strategies tailored to align with your financial goals. By leveraging their expertise in Indian stock market trends and smart investment practices, they offer personalized investment advisory services. This ensures you receive well-informed recommendations for the long-term stocks, including potential high-growth stock recommendations. This collaborative approach empowers you to make informed decisions and achieve financial objectives.

    Technology revolutionizes the Financial Planning experience by offering efficient solutions and timely insights. With advanced tools, investment advisory services become more accessible and transparent. User-friendly interfaces update you on the latest stock market trends and investment opportunities. Smart investment platforms enable real-time tracking and analysis, empowering investors to make swift decisions. By harnessing technology, investment advisors enhance the accuracy of stock market investing, ensuring you receive the best guidance for effective Financial Planning.

    Effective Financial Planning hinges on several key considerations. First, understanding your risk tolerance and financial goals is crucial. An investment advisor assesses these factors to provide tailored investment advisory services. Second, a firm grasp of Indian stock market trends is essential for informed decision-making. The investment advisory company leverages its expertise to offer potential high-growth stock recommendations and identify reliable long-term stocks. Finally, consistent monitoring and adjustments ensure your investments align with your objectives. By incorporating smart investment strategies, you can confidently navigate the stock market and achieve optimal results.

    A Stock market advisor analyzes market trends and offers advice tailored to your investment needs. Working with a stock market advisor can significantly improve your portfolio's performance by focusing on high-potential stocks.

    Share market advisory services offer in-depth analysis and recommendations for your stock investments. By using share market advisory services, you gain access to research-based insights that can help you make more informed investment decisions.

    Investment advisory services focus on providing tailored investment strategies, while investment advisor services are more focused on offering individual stock advice. Both investment advisory services and investment advisor services work to enhance your financial outcomes.

    A SEBI registered advisor follows strict regulations, ensuring transparency and ethical practices in their investment advisory services. Partnering with a SEBI registered advisor guarantees more trust and accountability in managing your investments.

    A stock advisory company offers research-based insights and stock recommendations that align with your financial goals. By partnering with the a stock advisory company, you ensure your portfolio benefits from the latest market trends.

    A registered investment advisor near me provides local expertise and personalized guidance for managing stock portfolios. Working with a registered investment advisor near me ensures that you receive tailored advice aligned with both local and global market conditions.

    When selecting stock advisory services, consider factors such as market expertise, past performance, and the firm’s reputation. Quality stock advisory services will help you make smarter investment decisions and optimize your stock portfolio.

    A stock advisory company is a professional firm that provides expert guidance on stock market investments. These companies offer stock market advisory services, helping investors identify profitable stocks, manage portfolios, and make informed decisions. With in-depth research-based recommendations, they aim to maximize returns while minimizing risk. Many investment advisory firms are legally registered and work to protect investors' interests by offering personalized advice tailored to financial goals and market trends.

    Yes, share market advisory services can be worth the money, especially for investors seeking expert guidance and research-driven insights. These services provide personalized advice on stock selection, portfolio management, and market trends, helping investors make informed decisions. With the support of a stock market advisory firm, you can potentially maximize returns while minimizing risks. The expertise and tailored strategies offered by investment advisory services are particularly valuable for those who may not have the time or resources to analyze the market independently.

    Opting for a SEBI-registered share market advisory company ensures that you receive trustworthy, professional guidance that adheres to strict regulatory standards. These firms are governed by SEBI, which means they must follow compliance guidelines designed to protect investors' interests. A SEBI-registered investment advisory provides personalized, research-backed recommendations tailored to your financial goals, ensuring that your investments are managed with transparency and expertise. Choosing a registered advisory firm enhances your confidence in making informed investment decisions while ensuring legal protection and credibility.

    When choosing a share market advisory company, it's crucial to consider several key factors. First, ensure the company is a SEBI-registered stock market advisory firm, as this ensures regulatory compliance and protection for your investments. Look for a strong track record of successful stock recommendations and positive client reviews to gauge the firm's credibility. A reliable stock market advisory should also offer research-based recommendations, providing data-driven insights to help you make informed decisions. Additionally, review the fee structure to ensure it offers value for the services provided. Lastly, prioritize firms that offer personalized strategies tailored to your financial goals and risk tolerance, ensuring you get advice suited to your unique investment needs.

    they provide valuable insights and guidance tailored to each investor's level of expertise. For beginners, these services offer easy-to-understand, research-based recommendations that help navigate the complexities of the stock market. A stock market advisory can simplify stock selection, portfolio management, and risk assessment, making it easier for new investors to make informed decisions. For experienced investors, a share market advisory adds value by offering advanced tools, deeper market analysis, and personalized strategies. Even seasoned investors benefit from expert advice to identify new opportunities, optimize their portfolios, and stay updated on market trends. The combination of professional insights and personalized strategies makes share market advisory services essential for achieving long-term financial goals, regardless of the investor's experience level.