# Equentis Wealth Advisory Services

Equentis Wealth Advisory Services is a Bank / Wealth / Trust based in Mumbai, India.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Mumbai, India
- **Region:** Asia
- **Address:** Mumbai, India
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** researchandranking.com
- **LinkedIn:** https://linkedin.com/company/equentis-wealth-advisory-services-private-limited

## Regulatory record

- **Reports private funds:** No

## About

India's trusted stock market advisory. Get research-backed share market advisory and personalized portfolios from our SEBI-registered experts. Start today!

## Sectors

- Financial Services

## Questions

### Does Equentis manage client funds directly, or do clients retain control?

Equentis operates an advisory model, not a discretionary fund management model. Clients receive stock-specific recommendations and portfolio construction guidance, but execute trades in their own brokerage accounts and retain beneficial ownership of all securities in their demat accounts. This differs from a portfolio management service (PMS) where the manager holds trading authority, and from alternative investment funds (AIFs) where capital is pooled.

### What methodology does Equentis use to select stocks?

The firm employs a proprietary framework called the Q-Score system, which ranks Indian-listed companies across growth, quality, and valuation factors. Stocks with favorable composite scores are eligible for inclusion in model portfolios, which are structured by risk profile and investment horizon. The research process is quantitative and model-driven, rather than relying primarily on fundamental discretionary analysis.

### Is Equentis compensated through commissions on product sales?

Equentis operates a subscription-based advisory model, charging clients a fee for ongoing access to its research and portfolio recommendations. This fee structure is distinct from commission-based models common among Indian distributors of mutual funds and insurance products, where compensation depends on product sales volume rather than advisory services rendered.

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Last updated: 2026-06-03T20:00:00.000Z

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