Equentis Private Wealth
Company

Equentis Private Wealth

Financial Services Mumbai, In 16 employees
Employees
16

Equentis Private Wealth Overview

Headquarters
Mumbai, In
Industry
Financial Services
Employees
16
Founded
2015
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Equentis Private Wealth

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

Equentis Private Wealth Contact Details

People in AeroLeads
4

Equentis Private Wealth Org Chart

Sample employees and titles
Name Title Contact
Amit Ashdhir Wealth Advisor at Equentis Wealth
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Sonu Chaudhary Assistant Manager Sales
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Mohd Sajid Sales Manager at Equentis Wealth
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Md Sajid Actively Looking Out for New
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Employees by Management Level

Manager 2 profiles
Individual contributor 2 profiles

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