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Equentis -PMS

At Equentis, our portfolio management services offer a bespoke approach to investing. They combine deep market insights with personalized strategies With PMS, our professionals actively manage your portfolio, tracking market trends, identifying opportunities, and making informed decisions to maximize your returns.

Sebi registered | 20+ Years of Investment Experience

The smart compass for your investments

Guiding your portfolio toward sustainable growth

Bespoke portfolio

Bespoke portfolio

Tailored to match your financial goals & life ambitions

Robust research & analysis

Robust research & analysis

In-depth market analysis to uncover high-potential investment opportunities

No lock-in

No lock-in

Decide when to exit. However, exit charges may apply for early exits

Timely updates

Timely updates

Get regular updates, performance reports, & more

Technological edge

Technological edge

Leverage our proprietary quant engine 'Alphabet' to analyze the listed universe

Real-time access

Real-time access

Access your portfolio anytime, anywhere

3 Strategies, one focus: your wealth

Guard & grow

Equentis Multi-Cap Portfolio

Unbiased growth across all sectors and market caps with a bottom-up investment approach.

Time horizon

Time horizon

3+ years

Stocks

Stocks

25-30

Churn rate

Churn rate

20-30%

The Equentis edge

Solutions that match your ambitions

The Equentis edge

Expertise That Delivers

Armed with years of experience, we’re here to make your money grow.

Relationship management

Dedicated managers with regular updates

Dynamic Decision-Making

Our proactive approach helps you stay ahead of the curve in a fast-changing market.

Transparent pricing

Unlock your investment potential with PMS

Our portfolio management services are designed for investments of ₹60 lacs & above.

Management Fees

Management Fees

A fixed fee calculated on the value of your portfolio.

Profit Sharing

Profit Sharing

A percentage of the profits earned, ensuring our success is tied to yours.

Meet the team

The powerhouses behind your portfolio

Manish GoelLinkedIn

Founder & MD

Manish Goel, Founder and MD of Equentis Wealth Advisory Services Ltd., champions financial literacy and inclusive wealth creation. Leveraging global expertise, he drives innovative investment strategies and offers SEBI-regulated portfolio management and equity advisory services to empower Indian investors.

Before setting up Equentis, Mr. Goel was the Finance Director of ICCON Limited, a London-based company that advised clients on real estate investments in the UK and other European countries.

He is a qualified Company Secretary with a Master's in International Trade and Finance from the United Kingdom and a Law Graduate.

Explore our blogs

Read our articles for insights and more

dir

January 13, 2025 | 5 min read

A Balanced Look at Benefits Of PMS and Risks in India

dir

December 31, 2024 | 5 min read

Portfolio Management Services (PMS): A Beginner’s Guide

dir

January 1, 2021 | 5 min read

Why Even the Best PMS Failed to Deliver Returns in Last 1.5 Years?

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.

Frequently asked questions

Get answers to the most pertinent questions on your mind now.

PMS is ideal for individuals seeking professional portfolio management, especially if they find it challenging to monitor their investments daily.

A minimum investment of ₹60 lakh is required to access our portfolio management services

We offer our customers two fee payment structures.:
  • Fixed management fee as a percentage of your AUM
  • Fixed Management + Variable Performance Fees based on your AUM with a hurdle rate of 15%.

In discretionary PMS, we make decisions on your behalf. In non-discretionary PMS, you have control while we provide recommendations.

We provide detailed reports and updates about your portfolio’s progress.

A Demat account holds your investments electronically, ensuring seamless management and transactions.

A POA allows us to manage your portfolio efficiently, including buying and selling securities on your behalf.

We adhere to strict regulatory standards and implement robust security measures to protect your assets.