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VerifiedFinancial Services· Founded 2015

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: 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 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 - Maharashtra Tel / | Fax :+91-22-26449019-22 / 40459019-22 E-mail: sebi@sebi.gov.in | Toll-Free Investor Helpline: 1800 22 7575

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HeadquartersMumbai, IndiaEmployees21(201 to 500)Founded year2015Websiteresearchandranking.comLinkedIn profileLinkedIn

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3 distinct titles indexed · top 3 shown.

  • 1asst manager - private wealth financial planning
  • 1investment advisor
  • 1sr manager financial & estate planning

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