Not many know they need a 'Stock Investment Advisor' to create wealth. So what is the need for a stock advisor? A stock advisor offers advice on choosing investments that align with an investor's goals. The expert will provide resources and guidance to help investors make well-informed decisions on investment opportunities, explain the associated risks, and instill the discipline of long-term investing.

Furthermore, India's economic growth story is compelling, but navigating the complexities of the equity market to realize its potential remains a challenge. Over the years, obstacles such as reliance on friends and family for advice, fear of losses and greed, limited market options, too much or too little information for investors, especially novices, and a tendency to settle for alternative assets have hindered progress.

Equentis – Research & Ranking stands apart with its scientific approach towards stock selection. It harnesses the power of tech and research and has developed a 3C Framework that not only shapes but also enhances the investor journey.

Equentis Wealth Advisory is led by Manish Goel, Founder & Managing Director with a vision to establish direct equity as the preferred asset class for long-term wealth creation for every Indian Investor. Today, it is on a mission to educate & empower people to create wealth by establishing trusted relationships with Clarity, Consistency, and Compounding (3C Framework).

One of the most significant challenges in India's investment arena has been the inescapable belief that equity investing is a privilege reserved for the financially elite or the astute. Equentis seeks to dismiss this myth and usher in a new era. Its primary goal is to democratize wealth creation in the stock market, making it accessible to every Indian, irrespective of their socioeconomic background or financial expertise. The company firmly believes that economic well-being is not an exclusive club but rather a universal entitlement, and it is committed to making it accessible to one and all.

Manish Goel, Founder and Director highlights, “Indians must move from a savings to a wealth creation mindset. This shift in mindset towards wealth creation through equity investing will inspire and motivate individuals to take a more proactive approach to their finances. Today, there are 148 million Demat accounts. We can see the trend of increased participation but this still accounts for merely 5 percent of the population as compared to US 55 percent, China 13 percent and UK 33 percent. We want to de-jargonize the thought that equity investing is complex and make equity easy".

He further adds, “India is emerging as an economic powerhouse, further reinforced by forward-looking government policies and rising corporate profits. Moreover, India’s debt is controlled relative to the GDP. The banking sector is witnessing healthy lending with minimal bad loans. As robust government spending continues, potential interest rate cuts may further boost economic growth".

Speaking on the sectors that should be the focus this year, Manish shares that the government's strong emphasis on infrastructure development promises to create significant opportunities for companies that provide industrial consumables and capital goods. Railways and defense, with added government support, make these sectors even more attractive. Additionally, Manish also states, “The Production-Linked Incentive (PLI) scheme and Aatmanirbhar Bharat fuel domestic manufacturing, making it a promising investment sector. Consumption-led sectors, too, are poised for solid growth. Rising disposable incomes will drive spending on discretionary items, benefiting restaurants, fashion brands, and entertainment. This combination of government initiatives and evolving consumer behavior presents a vibrant investment landscape across diverse sectors, unlocking lucrative opportunities for investors and businesses".

Equentis' product line-up caters to individuals across all financial categories, including MultiplyRR - Paving the Way for Financial Inclusion (Aspirers), the 5 in 5 Wealth Creation Strategy - Bridging the Gap, Dhanwaan - Nurturing High Net Worth Individuals (HNIs), the Ten Trillion Opportunity - Empowering Ultra-High Net Worth Individuals (UHNIs), Informed Investor – an Ed-tech initiative that helps in making informed investment decisions.

Equentis' product line-up caters to individuals across all financial categories focusing on long-term wealth creation for every Indian Investor

Manish Goel, Founder & Director

Fin-engineering Powerhouse

Equentis is a tech powerhouse. At its core is Alphabet, its cutting-edge tool meticulously crafted with over 300+ algorithms spanning 25 technologies. Alphabet is the backbone of the advisory process, conducting comprehensive research to deliver precise insights. This advanced tool analysis is combined with expert Human Intelligence to make recommendations.

Another in-house tool, TrackeRR, was developed to make the customer onboarding journey seamless. Upgrading it has helped them improve synchronization between departments, eliminate redundancies, and send transactional communique to its customers.

Portfolio Builder lets the company execute thorough risk profiling and build a portfolio for various customers. Equentis will launch Equeconnect, a CRM to make lead and customer lifecycle management seamless.

Success Story

Equentis has 47,000+ subscribers across the country with Maharashtra, Gujarat, UP, Delhi NCR, West Bengal, and Tamilnadu leading in participation. It is a mix of new, moderate, and seasoned risk-takers every month, demonstrating its ability to provide services for different investor needs. The excellent performance shows Equentis’ commitment to customers, who’ve reciprocated their loyalty to exceptional services, with over 70 percent renewing their subscriptions.

Its focus on excellence has led to a remarkable growth in revenue in the last three years, where the revenue grew 6x. Furthermore, Equentis has firmly established itself as a flourishing digital-first business with an innovative and reliable model. These accomplishments result from the untiring enthusiasm of their 400+ team across five offices in Mumbai, Noida, Bangalore, Thane, and Pune in India.

The firm’s 88 percent customer satisfaction rate shows its commitment to offer excellent service. Also to note, Equentis has tailored its solutions to meet diverse needs and build meaningful subscriber relationships, allowing it to make informed financial decisions confidently.

Leading from the front - AdvisorZarurihai

Indians are reluctant to pay for advice as a service. So, the company launched an investor education initiative, 'AdvisorZarurihai', to address this need. Through this campaign, Equentis highlights the varied types of investors with unrealistic expectations, faith in tips for quick gains, and more, establishing why investors need an advisor.

Future Roadmap

Equentis aims to reach 100,000 subscribers in FY25, expand corporate partnerships, and become a unicorn. To stay ahead, it has been continuously working on strengthening its research expertise, digitization, and product innovation.