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Frequently asked questions
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Our singular focus has been “Wealth Creation” through long-term equity investments.
Our platform executes over 300 algorithms to analyze Risk Tolerance, Stock Selection, Portfolio Diversification, and Stock Allocation, and then create a Personalized Portfolio of 20-25 Fundamentally solid stocks for you.
The model also tracks the investor’s portfolio companies annually, offering rebalancing as required.
As part of Equentis group, we have had the advantage of being full-time in the world of investments, primarily focusing on equity markets in India since 2015. Our initial focus was only on HNI clientele; however, we realized that our “Wealth Creation” strategy could be equally effective for retail investors. So we launched Research and Ranking (www.researchandranking.com), the investment advisory platform in 2016 for retail investors.
We have close to 8.2 Lacs+ registered users and 33,000+ Happy Customers.
If you are planning a lump sum investment, you may start as small as INR. 3 lac capital for investment. Generally, we recommend a staggered approach while buying stocks.
So, once you’ve subscribed, you can invest in the R&R recommended Personalized Portfolio in a staggered manner based on the allocation strategy recommended.
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 lakhs, we recommend you call us to know more.
The time you stay invested works in favor of wealth creation rather than Timing the markets. To avoid timing the market, we recommend buying per our allocation strategy. Also, if the company fundamentals are moving in the right direction, the stock price may have a stronger probability of moving higher no matter when you enter the market.
A common saying says, “Don’t judge a book by its cover.” Similarly, “Don’t judge a stock by its share price. “ Investors often make the mistake of looking only at stock price because it is often the most visibly quoted number in the news.
However, the actual price of a stock means very little unless many other factors are considered. Only the certainty and quality of the earnings growth profile will determine the upside potential of a stock, irrespective of the levels at which it is currently trading.
A Rs 300 scrip may swell and be a Rs. 5000 scrip, whereas a Rs. 50 scrip may slide to trade to 5 Rupees. To conclude –
Irrespective of the current market price, the fair value of a stock is a function of its earnings growth potential and valuation multiple, thereby determining the corresponding upside/downside.
E.g., Welspun Corp, from a 52-week high of Rs. 344.90, is down and now trading at Rs. 321.80, whereas Eicher Motors, from Rs. 1749, has catapulted to over Rs. 3321 over the last few years. Reliance Communications, from Rs. 734, is down to Rs. 1.25 today, whereas Maruti, from Rs.3621 in March 2016, has catapulted to over Rs. 9431 in August 2023.
So, the stock price should be independent of your stock-picking skills. The ability to understand businesses and their potential and what would be a fair valuation multiple, amongst many other qualitative factors, would help you understand the upside potential of a stock.
Portfolio changes are primarily done when the business/earnings growth has lost momentum. So, as soon as the research team feels that the fundamentals of any stock from our recommended portfolio have deteriorated, We asks you to EXIT from that stock. Then we replace the exited stock with a better opportunity meeting our investment criteria.
Ideally, we would love to see every stock grow 5 times over the next 5 years. However, this may not always be possible due to uncertainty in the equity markets. But, the composition of the stock picks is such that the portfolio is expected to grow in a few years. Investments in securities are subject to market risks. Read all the documents carefully before investing.
Our Wealth Creation strategy is Market-Cap and Sector Agnostic. The portfolio is carefully constructed after screening through a vast investment universe of over 5000 listed stocks, typically covering all known and unknown companies. Our stock selection criteria for Wealth Creation heavily focuses on businesses that exhibit the following–
Businesses in sectors that can grow higher than India’s Real GDP growth rate with a fair degree of consolidation. E.g., If we believe India’s real GDP will grow at 7% p.a., then we would like to focus on sectors that have the potential to grow at 12-16% p.a.
Businesses that have strong business moats and minimal regulatory policy-related risks.
Businesses with solid and sustainable competitive strengths derived from Market Leadership/Customer Relationships/JV Partnerships/ Cost Leadership / First Mover advantage / Brand Pull etc.
Businesses that do not require recurring and significant capital requirements, i.e., working and fixed capital, to fund growth.
Businesses run by exceptional management with the ability to scale up successfully.
Businesses that generate free cash flows with a supreme focus on balance sheet management.
The result from the above screener is further shortlisted based on liquidity, beta/volatility, and risk-return potential. We firmly believe that a healthy CAGR on a large, growing, market-leading company with robust financials and a healthy balance sheet is far superior to a 50% return on a relatively unknown company that will have many moving parts adding to the uncertainty in the expected returns.
Equentis - Research & Ranking is always looking to invest in sound businesses (unknown and known companies) run by high-quality management available at compelling valuations.
We are a SEBI-registered investment advisor and cannot offer any assurances or guarantees on portfolio gains. However, we closely track portfolio growth every quarter and rebalance the portfolio if required to ensure we capture yearly growth with long-term growth in the business.
Google reviews
Not every client of ours is Wealthy at this moment, but we believe they have the potential to be & we ensure it happens
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.
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