SEBI registered advisor
Investor Alert
Fraudsters are impersonating Equentis by misusing our brand name and SEBI registration details, falsely collecting money through WhatsApp and Instagram. Please do not conduct any transactions with such unauthorized individuals or entities. Equentis has no association with them.
verify us only through these official channels
Do not share your personal, financial, or banking information with unknown persons.
Get your portfolio
12 lac+Registered Users
20Years of Investment experience
AlgorithmBacked
EquentisRegistered investment advisor
- Assurance & protection of investors' interests
- Legally authorized entity
- Credible, research-based investment advice
Offerings – Strategic Investment Solutions
Explore our tailored services designed to meet diverse investment needs
Investment Advisory
Personalized portfolios for long-term wealth creation, ideal for investments ranging from ₹3 Lakhs to ₹1 Crore
Equentis Investech
From exclusive unlisted stocks to tailored wealth management, empowering your path to financial freedom
Informed InvestoRR
An edu-tech platform offering insights into investing practices and stock market developments.
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.
Equentis Angel Fund (AIF)
A platform that brings investors and startups together for exciting investing opportunities.
Portfolio Management Services (PMS)
A bespoke approach to investing that combines deep market insights with personalized strategies for wealth creation
Our philosophy
There's only one way to create wealth - LONG TERM.
Clarity
Offering clear insights & strategies.
Consistency
Following the investment plan despite market fluctuations.
Our value system
A prolonged promise
Equal existence
We believe wealth creation must be everyone's right, ensuring that it is not a privilege limited to a few but a possibility for every individual.
Innovation
Guided by a forward-looking approach, our in-house Quant Engine leverages 300+ smart algorithms to produce research-based stock advice for our customers.
Humility
We believe in becoming better each day. We value the feedback from our precious customers, competitors, & the market to evolve.
Honesty
We prioritize transparency, integrity, & truthfulness in all our interactions with customers, stakeholders, & the public.
Thinking big
We dream beyond the conventional, & embrace innovation & change.
Collaboration
Our customer’s success is our success! We recognize the value of working with others to achieve common objectives, enhance capabilities, & create mutually beneficial outcomes.
Impact
We aspire to make a difference in the industry & investor community, becoming a driving force for positive change.
Integrity
We are dedicated to always being honest, transparent, & ethical in everything we do
Founder & Managing Director
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
Jeetendra Nair
DIRECTOR
Soniya Goel
DIRECTOR
Sanjeev Anand
DIRECTOR
Arun Handa
CO-FOUNDER
Alok Arya
CHIEF MARKETING OFFICER
Elite Club
2025
Blueprint for BHARAT RESET READINESS
Novotel, Mumbai
The 8th Elite Club Conclave brought together visionaries and industry leaders to decode the Blueprint for BHARAT RESET READINESS. The event explored the evolving financial landscape of Bharat—India beyond the metros—and how investors can align with this transformative shift. From emerging market strategies to digital inclusion, the conclave shed light on actionable insights for tomorrow’s growth. A power-packed panel discussion and keynote sessions delved into the next chapter of India's economic journey.
Speakers :
Manish Goel, Sanjeev Anand, Mr Kirtan Shah, Jaspreet Singh, Arora, Apurva Panchal, Mr Sandeep Patil, Mr Varun Sheth, Mr Hanuman Kamma, Mr Jeetendra Nair. Host - Somya Seth & Sham Srinivas
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
Tailored to align with your financial goals
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.
Testimonials
Our subscribers love us
Related Blogs
View All
Read our latest blogs to know what's happening in the markets & more
Jul 17, 2026 | Reading Time 4 mins
US Iran Conflict: Crude, Rupee Impact on Indian Markets Explained
Jul 17, 2026 | Reading Time 4 mins
Polycab Q1 Beats Estimates; Citi, Jefferies Turn Bullish: What It Means for Investors
Jul 17, 2026 | Reading Time 4 mins
BHEL Shares Up 51% in 2026: Should You Book Profits or Stay Invested?
Jun 01, 2026 | Reading Time 7 mins
Will ATM-Based PF Withdrawals Affect Your Pension Benefits?
Jun 01, 2026 | Reading Time 5 mins
Indian Railways Cuts Diesel Consumption 63%: How Electrification Is Transforming India’s Rail Network
Video Corner & Brand Films
Gain insights from our video content featuring market trends and investment strategies.
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.