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Equentis Wealth Advisory Services Limited

Equentis Wealth Advisory Services Limited

Principal Advisor: Manish Goel

SEBI RIA REG NO: INA000014836

Mumbai, Maharashtra

Equentis Wealth Advisory Services Limited is a leading institutional investment advisory firm with decades of experience in managing large portfolios and alternative investments.

Institutional InvestingPortfolio ManagementAlternative Investments
Meet Equentis Wealth Advisory Services Limited

Institutional-grade investment advisory for discerning investors

Services Offered

Institutional Portfolio Management

Professional portfolio management services for large investment portfolios.

Alternative Investment Advisory

Guidance on private equity, venture capital, and other alternative investments.

Risk Management Solutions

Comprehensive risk management strategies for institutional portfolios.

Investment Research & Analysis

In-depth research and analysis for informed investment decisions.

About Equentis Wealth Advisory Services Limited

We provide institutional-grade investment advisory services to high-net-worth individuals and institutional clients. Our expertise spans traditional and alternative investments with a focus on risk-adjusted returns.

Client Testimonials

Manish's institutional approach has transformed our investment strategy.

Rajesh Agarwal

Family Office

Excellent alternative investment opportunities and professional management.

Priya Kapoor

Ultra HNI

Their research capabilities and market insights are world-class.

Vikram Singh

Institutional Investor

Frequently Asked Questions

What is the minimum investment for institutional services?

Our institutional services typically require a minimum portfolio size of ₹10 crores or equivalent.

How do you handle alternative investments?

We provide access to carefully vetted alternative investment opportunities with thorough due diligence.

What risk management strategies do you employ?

We use sophisticated risk models, diversification strategies, and regular portfolio stress testing.

Our vision is to help bring about a world that confidently makes smart financial decisions.
Office Address: 5th Floor, MIT TBI, Kashyap Building, MIT WPU Campus, Rambaug Colony, Kothrud, Pune, Maharashtra 411038
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