Equentis Private Wealth is a part of Equentis Wealth Advisory Services Pvt. Ltd. based in Mumbai (India). We are an independent Research & Equity Advisory firm offering multi-asset Advisory for Indian investors, HNIs, UHNIs, and NRI investors.
We specialise in seven areas of Wealth Creation and Management – Financial Planning, Wealth Creation, Wealth Preservation, Asset Financing, Legacy Planning, Residency & Citizenship, and Philanthropy.
We are a passionate team of investment professionals with significant experience in financial markets and equity research, which allows us to understand investor needs and businesses in depth.
Our research team is dedicated to uncovering equity investment opportunities to help our HNI and UHNI investors create the substantial wealth legacy they envision.
SEBI Registered Investment Advisor Details:
Registered Name: Equentis Wealth Advisory Services Private Limited
Type of registration: Non-Individual
Registration No.: INA000003874
Validity: Dec 08, 2015 – Perpetual
Address: Equentis Wealth Advisory Services Private Limited, Marathon Futurex, A-603 6th Floor, Mafatlal Mills Compound, N M Joshi Marg, Lower Parel East, Mumbai 400013
Telephone: +91 22 61013800/18 | Email: support@researchandranking.com | © Copyright 2020 Equentis Wealth Advisory Services Pvt. Ltd. All Rights Reserved. | GSTIN : 27AADCE9006E1ZV
Principal Officer: Manish Goel, Email: manish@equentis.com, +91 22 61013800
SEBI Office Details:
SEBI Bhavan BKC
Address: Plot No.C4-A, 'G' Block Bandra-Kurla Complex, Bandra (East), Mumbai - 400051, Maharashtra
Tel : +91-22-26449000 / 40459000 | Fax : +91-22-26449019-22 / 40459019-22
E-mail: sebi@sebi.gov.in | Toll-Free Investor Helpline: 1800 22 7575
Company Details
- Employees
- 16
- Founded
- -
- Address
- Mumbai, In
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Financial Planning, Wealth Creation, Wealth Preservation, Asset Financing, Legacy Planning, Residency & Citizenship, Philanthropy.
- HQ
- Mumbai
Equentis Private Wealth Questions
Equentis Private Wealth's website is https://www.researchandranking.com/
Equentis Private Wealth's LinkedIn profile is https://in.linkedin.com/company/equentis-private-wealth
Equentis Private Wealth has
16 employees.
View email and phone details for 16
employees at Equentis Private Wealth.
Equentis Private Wealth's industry is
Financial Services
Equentis Private Wealth's top competitors are
Batlivala & Karani Group,
Marcellus Investment Managers,
Equintis,
Equentis,
Incred Premier,
Equirus,
Purnartha Pms,
Equentis Wealth Advisory Services Private Limited,
Mfa,
Motilal Oswal Financial Services Ltd.
Equentis Private Wealth's categories are Financial Services
Equentis Private Wealth's founding year is 2015
