Making equity easy
Equentis Wealth Advisory Services Limited is an equity advisory firm dedicated to transforming the landscape of financial literacy and wealth creation in India. Set up in 2009, the firm offers SEBI-regulated portfolio management and equity advisory services to empower Indian investors.
Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.
EQUENTIS MULTI CAP PORTFOLIO
EQUENTIS CONCENTRATED PORTFOLIO
EQUENTIS WEALTH ADVISORY SERVICES LIMITED
On SEBI's register as on 1 Nov 2026. Check SEBI's register
Manish Goel
Founder & Managing Director
Company Secretary, Law Graduate, Master of International Trade and Finance (UK)
Mr Manish Goel is the visionary Founder and Director of Equentis Wealth Advisory Ltd., an equity advisory firm dedicated to transforming the landscape of financial literacy and wealth creation in India. A qualified Company Secretary, Law Graduate, and Master of International Trade and Finance from the UK, Manish has carved a niche as a trusted advisor and thought leader in the industry. Having honed his expertise as a Finance Director across Europe and the UK, Manish identified a profound gap in financial literacy and investment opportunities upon returning to India. Driven by the belief that wealth creation through the stock market should not be the privilege of a select few but a democratic right accessible to all, he embarked on a mission to bridge this gap by setting up Equentis in 2009. Under his leadership, Equentis Wealth Advisory Ltd. has emerged as a beacon of hope for countless investors, providing them with the knowledge, tools, and strategies needed to navigate the complexities of the financial markets.
Jeetendra Nair
Director
Soniya Goel
Director
Sanjeev Anand
Director
Arun Handa
Co-Founder
Alok Arya
Chief Marketing Officer
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Jaspreet Singh
Chief Investment Officer
Yukti Tulsyan
Senior Vice President - Technology
Nikita Choksi
Chief Financial Officer
Rakesh K
Chief Business Officer - PMS
Rakesh Gupta
Chief Operations & Compliance Officer
Sanjeev Jha
Head of Human Resources
© 2026 Wisefolio. Legal and disclaimers