Equentis Wealth Advisory Services Limited
Overview
Equentis Wealth Advisory Services Limited is a SEBI-registered investment advisor and portfolio manager based in Mumbai, India. The firm offers a range of services, including personalized investment advisory, portfolio management, and alternative investment funds, catering to both retail and high-net-worth individuals. Their investment advisory services are designed for long-term wealth creation, with portfolios typically comprising 20 to 25 stocks, and they provide timely buy and sell insights through a user-friendly web and app interface. Additionally, Equentis Investech, a part of the Equentis Group, offers exclusive access to unlisted stocks, pre-IPO shares, and tailored wealth management solutions, aiming to empower clients' financial futures with expert guidance and diverse investment options. The firm is committed to protecting investors' interests and is legally authorized to provide credible, research-based investment advice. They have a strong presence in the Indian market.
Investment Focus
- Encouraged to deploy at least ₹50 lakh over the next 24 months to build an angel fund portfolio
Portfolio Companies
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Frequently asked questions about Equentis Wealth Advisory Services Limited
What sectors does Equentis Wealth Advisory Services Limited invest in?
Equentis Wealth Advisory Services Limited invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Maharashtra, India. Equentis Wealth Advisory Services Limited is listed as a venture capital in the ConnectSafely investor database.
What stage does Equentis Wealth Advisory Services Limited invest at?
Equentis Wealth Advisory Services Limited backs companies at Pre-Seed, Seed, Early Stage, Series A, Series B and Growth, writing cheques of 5M - 10M.
Which regions does Equentis Wealth Advisory Services Limited invest in?
Equentis Wealth Advisory Services Limited invests across India.
What companies has Equentis Wealth Advisory Services Limited invested in?
Equentis Wealth Advisory Services Limited's portfolio includes Sharpsell.ai, TAN90 Thermal Solutions Private Limited, GOAT Robotics Private Limited, Rak Fitness Consumer Private Limited and Navanc Data Sciences Private Limited.
Last updated · Source: ConnectSafely investor database
