Equentis

Executive Summary

Equentis Wealth Advisory Services Limited is a pioneering equity advisory firm dedicated to transforming financial literacy and wealth creation in India. Founded in 2009 by Manish Goel, a seasoned finance professional with extensive international experience, Equentis has emerged as a trusted advisor for retail and high-net-worth investors. The firm leverages a proprietary Quant Engine with over 300 smart algorithms to deliver research-based stock advice and personalized investment strategies. With a strong emphasis on education, relationship-building, and long-term wealth creation, Equentis serves over 12 lac registered users and has a 4.6 Google rating.

Snapshot

Fund SizeN/A USD
Stages FocusSeed, Series A, Series B
Sectors FocusDeepTech/Hard Science, Enterprise, AI / ML, Sector Agnostic, Deep Tech, Hard Science
Portfolio Size1 companies

Investment Thesis

Equentis' investment thesis is centered around data-driven stock market advisory, combining technical indicators, company-level fundamentals, and sector analysis to generate actionable ideas for retail investors. The firm emphasizes education and relationship-building, providing IPO guidance, sector screens, financial tables, and regular stock picks. Equentis focuses on sectors like AI/ML, DeepTech/Hard Science, and Enterprise, and has invested in companies like Sharpsell, Noto, and 3EV.

Team & Activity

Active team contains 12 members (0 partners, 2 founders).

Frequently Asked Questions

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