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10 lac+Registered Users

Years of Investment Expertise

20+Years of Investment Expertise

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EquentisRegistered investment advisor

  • Assurance & protection of investors' interests
  • Legally authorized entity
  • Credible research-based recommendations
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Google Ratings

Registered investment advisor

4.6

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Offerings – Strategic Investment Solutions

Explore our tailored services designed to meet diverse investment needs

Research & Ranking

Personalized portfolios for long-term wealth creation, ideal for investments ranging from ₹3 Lakhs to ₹1 Crore

Equentis Private Wealth

Customized wealth management for Investors with investments above ₹1 Crore, focusing on comprehensive financial planning

MultiplyRR

A DIY platform allowing you to start your investment journey with as little as ₹25,000, featuring curated stock baskets aligned with your financial goals.

Portfolio Management Services (PMS)

A bespoke approach to investing that combines deep market insights with personalized strategies for wealth creation

Smart Tools to Invest Right

The right tools can mean the difference between missing out and cashing in!

Stocks Screener

Stocks Screener

Are you picking the next breakout stock?

Understand how much tax you would pay based on your income.

Plan your retirement with precision.

See how your money performs across different assets

Analyze and assess your investment portfolio for diversification and risk alignment.

Know how your investments perform year after year.

Take a closer look at your earnings, spending, and investing habits.

Calculate your SIP returns with our easy-to-use SIP calculator. Get insights into your investment growth over time.

Find out the future value of your investment.

Get a clear picture of your stock’s average cost.

Quickly estimate the profitability of your investments with ROI calculations.

See how it impacts your spending power over time.

Discover how compounding can make your wealth grow exponentially.

Keep tabs on stock performance to stay on track.

Technology at Equentis

Pioneering Transformation, Innovation, & Future-Ready Solutions.

At Equentis, technology isn’t just infrastructure—it’s our strategic engine. From digital transformation to forward-looking innovation, we deliver future-ready solutions that keep you ahead. Managing equity is at your fingertips.

Manish Goel
Founder & Managing Director

Manish Goel

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

Visionary Leaders Driving Financial Growth

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Jeetendra Nair

DIRECTOR

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Soniya Goel

DIRECTOR

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Sanjeev Anand

DIRECTOR

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Arun Handa

CO-FOUNDER

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Alok Arya

CHIEF MARKETING OFFICER

Elite Club

2023

Rise-up Reimagining India excel in uncertain periods

Novotel, Mumbai

The 7th Elite Club Conclave featured guest speakers for the first time- Anirudh Naha, Nilesh Shah and Vineet Saraiwala. The conclave highlighted the Big Picture share market investors must look at when creating wealth. The keynote speakers also discussed the growth strategy and AI's role in Fintech services and participated in an insightful panel discussion. We also unveiled The Indian Investor Kundli – an investor behavior report, the first of its kind at the event.

Speakers :

Manish Goel , Jaspreet Singh Arora, Parvati Rai, Kimberly Paes, Sham Srinivas, Aniruddha Naha, Khitij Anand, Vineet Saraiwala | Host: Sham Srinivas, Somya Seth

2022

India 2032

Holiday Inn, Mumbai

The India @2032 conclave took place two years after the last conclave. This conclave focused on the opportunities awaiting elite share market investors in 2032. The keynote speakers shared their insights on the stock market performance in FY22, the impact of global geo-political issues, and more.

Speakers :

Manish Goel Jaspreet Singh Arora, Lisa Fernandes, Mayuri Yadav, Sanjeev Anand, Merlyn Susana, Raj Mehta | Hosts: Merlyn & Raj

2020

The Bulls are Back

Holiday Inn, Mumbai

2020 saw the Bulls back in action, and the conclave highlighted that most investors earn profits, but not all become successful investors creating wealth. The keynote speakers discussed the reasons behind the boom, the revival trend, opportunities for share market investors, technological progress, upcoming opportunities, and what a $5 trillion GDP could mean for India.

Speakers :

Manish Goel, Jaspreet Singh Arora, Gaurav Goel, Jitendra Nair, Mayuri Yadav, Shailraj Brahmbhatt

2019

The Connect Between 5 & Investing 2019

Novotel Bengaluru Outer Ring Road, Bengaluru

The number 5 is significant in investing, as it symbolizes dynamic changes every 5 years, impacting portfolios. The conclave focused on powerful strategies that have multiplied wealth more than 5 times in 5 years. Experts highlighted how macroeconomic indicators, political power, and business cycles are crucial in shaping investment outcomes. These tried and tested methods aim to create sustainable long-term wealth for share market investors.

Speakers :

Manish Goel Kunal Dalal Gaurav Goel Jitendra Nair Mayuri Yadav

2019

Change is the only Constant, What’s Next?

Courtyard Marriott, Mumbai

Look around, and you will find things changing right before our eyes. And it’s happening rapidly. For share market investors, the dynamic investing landscape is throwing up more challenges, which means only a few can make profits, and an even smaller ratio successfully creates wealth and sustain it. So, what makes these successful investors different from the rest? Are they doing something different? The conference featured keynote speakers who discussed upcoming opportunities in India and advised investors on identifying them. They also shared lessons from corporate mistakes, emphasized key traits of successful investors, and warned against temptations like greed and fear in achieving long-term financial stability.

Speakers :

Manish Goel, Gaurav Goel, Jitendra Nair, Mayuri Yadav, Sanjeev Anand, Shailraj Brahmbhatt

2018

How to Invest Like a Pro 2018 | Grand Hyatt, Mumbai

Grand Hyatt, Mumbai

Unlocking the secrets of investing, our June '18 conclave addressed key questions: How to propel India to a $5 trillion economy? What sets successful investors apart? It provided clarity on fueling economic growth and avoiding emotional investment pitfalls. The event yielded powerful insights into the Indian economy and investor behavior, a valuable by-product of the conclave.

Speakers :

Manish Goel, Jitendra Nair, Mayuri Yadav, Mohit Srivastva, Gaurav Goel

2018

Disrupt or Get Ready to be Disrupted

The Leela, Mumbai

Share market investors gained insights into redefining investment strategies amid rapid technological advancements. Speakers at the event emphasized embracing high-speed technology for new-age investing, ensuring smart decisions for the era of 'Technological Disruption'.

Speakers :

Manish Goel, Gaurav Goel, Mayuri Yadav, Jigna Shah, Harsh Ashar

What's in It for You?

Explore our comprehensive benefits that set us apart in the world of alternative investments.

Personalized Investment Solutions

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On-point Insights

Access to seasoned professionals and market analysts.

Innovative Tools

Utilize advanced technology for informed decision-making.

Educational Resources

Enhance your financial literacy with our platforms.

Benefits

Testimonial

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.

Sushovan Ghorai

Local Guide 40 reviews

Hi, I am Sushovan. I am writing this review after 1 Year usage of Research and Ranking services. Initially was not sure if the stock recommendations were good and I took small qty only to avoid any risk and gradually I kept increasing my position size in new recommendation. I am making good returns from their recommendation and hope that they are going to continue this for the future as well. I highly recommend R&R if someone wants to get good stock recommendation with perfect Research.

Abhay Patil

Investor 1 reviews

Proper learning and guidance that is given is very good. I am very happy and satisfied with their service and guidance. Accuracy of research team is about 90 to 95 %, staff is very co operative and ready to solve all your problems, timely portfolio review is also taken from time to time with additions & deletions suggested with proper explanation. For the first time in last 4 to 5 years my portfolio is in green, Thanks to R & R research team.

Joyjit Mukhopadhyay

Local Guide 69 reviews

Been using R&R for about a year now. 1. Their email, WhatsApp, and phone updates are prompt and their support team is fantastic. They keep checking in to see if everything is going well and ask for feedback. 2. Their recommendations are the only ones I trust at this point as they are well researched and so far, all the stocks they've recommended have given me returns. 3. The app is also easy to use and navigate through & keep a track of all recommendations.

Nayan Sadhu

Investor 3 reviews

It has been immensely pleasurable to be a part of R & R community. My experience so far is very good and earning lots in short time frame but my goal is long lasting to be invested. Great services offered time to time and all the best in future. Thank You.

Ashish Patidar

Local Guide 13 reviews

I am the Life time member of Research and Ranking for the last 2 years and satisfied with their recommendations for purchase up till now, Already seeing good returns, much better than market rally. Portfolio is kind of robust, mix of different sectors and doesn't affect much when market crashes or goes down.

Arpit Aggarwal

Investor 25 reviews

Best Services provided, if you don't have time & knowledge to study the market then you can go ahead with Research & Ranking I am a 2-year-old member. I am fully satisfied with their services and make good returns on my investment.

Khalyann P

Investor 6 reviews

Liked their detailed analysis on each stock recommendation. Mispriced Opportunity is worth investing for beginners who are unaware of stock market investing. Thank you R&R Equentis.

Achyut Ranjan Mukherjee

Local Guide 25 reviews

Overall a satisfactory experience!!! Jhansi Rani has been really good at communicating the key result areas the company focuses for continuous improvement.

Vinayak Upadhya

Investor 2 reviews

So far I have good experience. My investments are becoming positive which are suggested by R and R team. I am impressed with R&R team followup and advise. Looking forward more support from team. Thanks for all support.

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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.