Equentis

What Equentis does

Equentis Wealth Advisory Services Limited is a Mumbai-headquartered, SEBI-registered investment advisory firm founded in 2009 (originally as Research & Ranking, rebranded to Equentis in 2023) and operating across India through offices in Mumbai and Bengaluru. The company serves retail investors with Rs. 2.5L-25L of investible surplus and high-net-worth individuals with Rs. 25L and above, delivering personalized equity investment advisory, portfolio management services (PMS), and alternative investment funds (AIFs). Its product stack comprises four advisory subscription tiers (5 in 5 Wealth Creation Strategy, Mispriced Opportunities, Combo, and Dhanwaan), Multi-Cap and Concentrated Portfolio PMS offerings, the Rs. 500 Crore-target Equentis Angel Fund (Category I AIF) for early-stage startups, and the Equentis Alternative Growth Fund (Category II AIF). Supporting lines include the MultiplyRR DIY platform for Rs. 25,000 minimum investments, Equentis Investech for pre-IPO and unlisted stock access, and Informed InvestoRR for investor education, collectively operating under wholly-owned subsidiaries Equentis Investech Ltd, Equentis Edutech Ltd, and Super Smart Magic Productions LLP.

The firm's technical backbone is the proprietary 'Alphabet' Quant Engine, which deploys 300+ algorithms to analyze millions of data points across historical trends, macroeconomic indicators, news sentiment, and social signals for stock selection, risk assessment, and portfolio optimization. A complementary Portfolio Builder engine automates portfolio construction, monitoring, and rebalancing based on individual risk profiles, while AI-driven financial mentors (Vasu and Vidya) extend personalized guidance to retail users. Distribution is a hybrid of digital self-serve (web, iOS, Android), SEO and content marketing, monthly newsletters, webinars, the Elite Club Conclave event series, and PR across major Indian financial media; Dhanwaan and PMS are sold through relationship officers. Revenue mechanics are entirely subscription- or fee-based (annual advisory fees, monthly MPO subscriptions, PMS management fees, and AIF management/performance fees), with 12 lac+ registered users and a 4.6 Google rating anchoring the customer base. Recent strategic emphasis has shifted toward the AIF platform, with the Angel Fund actively deploying capital across at least six disclosed portfolio companies between late 2024 and April 2026.

Name

Equentis

Legal name

Equentis Wealth Advisory Services Limited

Website

https://equentis.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

251–500 employees

Short description

Equentis is a SEBI-registered Indian investment advisory and wealth management firm offering subscription-based equity advisory, PMS, and AIF products to retail investors and HNIs, powered by its proprietary Alphabet Quant Engine with 300+ algorithms.

Ownership category

akta.pro rank

Product category

Investment Advisory and Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282), Services-Educational Services (8200)

akta.pro primary industry

Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)

akta.pro secondary industry

Financial Literacy, Budgeting & Personal Finance (EDAMAHAE)

Keywords

• Stock market advisory
• Portfolio management services
• Alternative investment fund
• Wealth management advisory
• SEBI registered advisor

Headquarters

HQ city

Mumbai

HQ country

India

HQ region

Asia

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Technology or R&D, Operations, Others

Revenue model

1. Investment Advisory Services: Subscription-based investment advisory services providing personalized stock recommendations, portfolio management, and buy-hold-sell alerts. Services include 5 in 5 Wealth Creation Strategy, MPO (Mispriced Opportunities), Combo, and Dhanwaan targeting different investor segments from ₹30K monthly to ₹1 Crore investment sizes.
2. Portfolio Management Services (PMS): Bespoke portfolio management for wealth creation combining deep market insights with personalized strategies. Includes Multi-Cap PMS and Concentrated Portfolio PMS for HNI investors.
3. Alternative Investment Fund (AIF): Angel Fund (AIF Cat 1) and Growth Fund (AIF Cat 2) providing startup investment opportunities. The Equentis Angel Fund aims to raise INR 500 Cr for early-stage Indian startups.
4. Equentis Investech: Platform for exclusive unlisted stock opportunities, pre-IPO investments, and tailored wealth management services.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels7 records

Core offering

Equentis is a SEBI-registered investment advisor that delivers personalized equity advisory subscriptions, bespoke Portfolio Management Services, and two SEBI-regulated Alternative Investment Funds (Angel Fund and Growth Fund) to retail investors and HNIs in India. The advisory is driven by a proprietary quant engine (Alphabet) using 300+ algorithms and supplemented by investor education and pre-IPO/unlisted stock opportunities via MultiplyRR and Equentis Investech platforms. Distribution combines a digital-first onboarding (web and mobile apps) with relationship officers for premium tiers.

Product overview

Equentis is a SEBI-registered investment advisory and wealth management firm operating as a multi-product, platform-based architecture. The core offering consists of four investment advisory products (5 in 5 Wealth Creation, MPO, Combo, and Dhanwaan) that provide personalized stock recommendations backed by the proprietary Alphabet Quant Engine with 300+ algorithms. Additional services include Portfolio Management Services (PMS) for bespoke portfolio management, two Alternative Investment Funds (Angel Fund and Alternative Growth Fund) for startup investments, and the MultiplyRR DIY platform for self-directed investors. Supporting platforms include Informed InvestoRR for investor education and Equentis Investech for pre-IPO opportunities. Technology infrastructure includes the Alphabet quant engine for stock selection and Portfolio Builder for automated portfolio management and rebalancing.

Differentiator

Problem solved

Functional benefit

Brands

• MultiplyRR: DIY investment platform allowing users to start investing with as little as ₹25,000, featuring curated stock baskets aligned with financial goals
• Angel Fund
• Informed InvestoRR
• Alphabet
• Equenovate

Products and services

• 5 in 5 Wealth Creation Strategy Personalized investment advisory subscription delivering a portfolio of 20-25 high-growth stocks with ideal buying ranges, timely buy-hold-sell alerts, and proactive rebalancing. Targeted at retail investors with ₹2.5L to ₹25L of investible surplus and a 5-6 year time horizon.
• MPO (Mispriced Opportunities) Monthly stock recommendation subscription delivering one undervalued high-growth stock per month with timely alerts. Designed for medium-term investors with ~₹30,000/month surplus targeting 6-12 month returns.
• Combo Combined investment advisory subscription that blends long-term wealth creation with medium-term return opportunities through a diversified portfolio. Targeted at investors with ₹5L to ₹25L surplus.
• Dhanwaan Premium HNI-focused investment advisory subscription with a dedicated relationship officer, 20-25 stock recommendations, proactive rebalancing, and AI algorithm-backed insights for investors with ₹25 Lakhs and above surplus.
• Portfolio Management Services (PMS) Bespoke portfolio management service combining deep market insights with personalized strategies for HNI wealth creation. Includes Multi-Cap PMS and Concentrated Portfolio PMS options under SEBI Portfolio Manager registration.
• Equentis Angel Fund (AIF Cat 1) Category I Alternative Investment Fund (Angel Fund) targeting ₹500 Crore for investments in early-stage Indian startups across Pre Series A, Series A, and Pre Series B rounds. Open to qualified investors for angel investing exposure.
• Equentis Alternative Growth Fund (AIF Cat 2) Category II Alternative Investment Fund providing growth-focused investment opportunities in Indian startups and growth-stage companies. Open to qualified investors under SEBI AIF Cat 2 registration.
• MultiplyRR DIY self-service investment platform allowing users to start investing with as little as ₹25,000, featuring curated stock baskets aligned to financial goals for self-directed retail investors.
• Equentis Investech Platform offering exclusive unlisted stock and pre-IPO investment opportunities with detailed research reports, allocation guidance, and dedicated customer support for HNI and qualified investors.

Quantifiable outcome

• 12 lac+ registered users on platform
• +2 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability7 records

Feature7 records

Scale indicators5 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Zerodha: India's largest discount broker serving retail investors with low-cost trading, an in-house education platform (Varsity), and smallcase-style products. Competes directly with Equentis for the same Indian retail equity-investor audience, but with an execution-first rather than advisory-first model.
• Groww: Mass-market Indian investment platform spanning equities, mutual funds, and IPOs, with a strong mobile-first UX. Targets the same retail-investor base as Equentis, including first-time investors, and has rapidly expanded into advisory-adjacent products.
• Upstox: India-focused retail trading and investing platform offering stocks, derivatives, mutual funds, and IPOs. Competes with Equentis on the Indian retail-investor mindshare, with a similar multi-product retail wealth trajectory.
• Angel One: Full-service Indian broker with discount pricing, offering trading, mutual funds, IPOs, and research-based advisory. Overlaps with Equentis on research-driven advisory for retail and emerging HNI segments.
• Smallcase: India-based thematic investing platform offering curated stock baskets (smallcases) and an investment-tech stack for advisors. Closest peer to Equentis' MultiplyRR DIY model and its 300-algorithm quant-driven stock-selection approach.
• INDmoney: Indian super-app aggregating mutual funds, stocks, fixed deposits, and US equities with personalized advisory. Competes with Equentis on retail wealth advisory and digital-first advisory experience.
• Kuvera: Direct-mutual-fund investment platform with goal-based planning tools, targeting Indian retail investors with a fee-only advisory model. Overlaps with Equentis' DIY/goal-based advisory offering and investor education positioning.
• 5paisa: Discount Indian broker and digital wealth platform offering trading, mutual funds, research, and advisory. Competes directly with Equentis on affordable retail investment-advisory subscriptions.

Broad incumbents

• Motilal Oswal Wealth Management: Established Indian financial services group offering broking, PMS, AIF, and wealth management. Competes with Equentis in PMS and HNI wealth advisory, but operates as a broad incumbent with institutional scale.
• Sharekhan: Long-standing Indian retail brokerage with research-driven advisory, trading, and wealth services. Overlaps with Equentis' subscription-style advisory products and serves a similar retail-and-emerging-HNI customer base.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/researchandrank
• YouTubeyoutube.com/channel/UC-U06u6qrxWfCTL3CT0_39w
• Facebookfacebook.com/equentiswealthadvisory
• LinkedInlinkedin.com/company/research-and-ranking
• Instagraminstagram.com/equentis

Compliance7 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments11 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Equentis