About Equentis Wealth Advisory Services
Equentis Wealth Advisory Services is a Financial Services company based in Mumbai (India) founded in 2015 by Gaurav Goel, Manish Goel, and Arun Handa. Investment advisory and research platform. Equentis Wealth Advisory Services has raised $10.65 million across 11 funding rounds from investors including Lead Angels, Vipul Singh and Pradeep Tewari. Equentis Wealth Advisory Services was last valued at $162.6 million in March 2024. Its website equentis.com draws about 276 thousand monthly visits. Its focus areas include Asset Management and Financial Advisors. Its legal entity in India is Equentis Edutech Limited (U85490MH2024PLC432104). Its competitors include Prudent, Reliance Capital and Auctus Advisors; 1 of its 3 listed competitors has raised funding.
Company details
Equentis Wealth Advisory Services was founded in 2015 in Mumbai, India. An investment advisory and research platform is maintained, focusing on the financial services sector. Operations center on an AI-driven system that supports wealth creation through systematic investments in diversified portfolios of high-growth stocks. Services provided include personalized portfolios, real-time buy-hold-sell alerts, stock rebalancing, and access to AI algorithms for investment recommendations.
- Headquarters Mumbai, India
- Founders Gaurav Goel, Manish Goel, Arun Handa
- Stage Minicorn
- SectorsFinancial Services
- Website category Finance · Investing
- Email••••••••
- Phone•••• ••••
- Website equentis.com
- Social LinkedIn X Facebook Instagram YouTube
- Legal Name Equentis Edutech Limited
- Date of Incorporation 10 Sep, 2024
- Jurisdiction Mumbai, Maharashtra, India
- Total Equity Funding$10.65M (USD)
in 11 rounds
- Latest Funding Round$4.67M (USD), Angel Round
Mar 2024
- InvestorsLead Angels
& 134 more
Associated legal entities of Equentis Wealth Advisory Services
Equentis Wealth Advisory Services is associated with 2 registered companies on The Company Check; the primary company is Equentis Edutech Limited. Each company page carries the filings, financials, charges and directors of that entity.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Equentis Edutech Limited CIN U85490MH2024PLC432104 | Active | 10 Sep 2024 | Mumbai, Maharashtra | 3 | View details | ||
| Equentis Wealth Advisory Services Limited CIN U74999MH2015PLC262812 | Active | 19 Mar 2015 | Mumbai, Maharashtra | ₹77.8 Cr | 348 | 8 | View details |
Apps and channels of Equentis Wealth Advisory Services
its YouTube channel Equentis has 456K subscribers and 30 videos.
Videos from Equentis Wealth Advisory Services
The most watched videos on Equentis Wealth Advisory Services's YouTube channel, Equentis (456K subscribers). Click a video to play it here.
More on Equentis .
Funding Insights of Equentis Wealth Advisory Services
Equentis Wealth Advisory Services has successfully raised a total of $10.65M across 11 strategic funding rounds. The most recent funding activity was a Angel Round of $4.67 million completed in March 2024. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $10.65M
- Total Rounds 11
- Last Round Angel Round — $4.67M
- First Round $59,567
(Mar 2016)
- Investors Count 135
Latest 10 of 11 funding rounds of Equentis Wealth Advisory Services with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Mar 2024 | $4.67M | Angel Round | $162.6M | Vipul Singh, Pradeep Tewari | |
| Nov 2022 | $951,100 | Seed | $108.78M | Lead Angels, Infinity Smart Service | – |
| Apr 2022 | $477,500 | Angel Round | $••••• | Prashant Shah, Rupanki Shah | |
| Sep 2021 | $311,551 | Angel Round | $••••• | Deepak Goel | |
| Mar 2021 | $109,967 | Angel Round | $••••• | – | |
| Jan 2021 | $206,637 | Angel Round | $••••• | Shafiquel Islam | |
| Jan 2020 | $827,659 | Angel Round | $••••• | Nityha Madhuvairy | |
| Mar 2019 | $1.6M | Angel Round | $••••• | Mukund Gajanan Korde | |
| Jan 2018 | $708,656 | Seed | $••••• | Mukund Gajanan Korde | |
| May 2017 | $731,800 | Seed | $••••• | Naresh Kumar Jivraj Shah, Naresh Shah |
| Date | Valuation | Stage |
|---|---|---|
| Mar 2024 | $162.6M | •••••••• |
| Nov 2022 | $108.78M | •••••••• |
| Apr 2022 | $••••• | •••••••• |
| Sep 2021 | $••••• | •••••••• |
| Mar 2021 | $••••• | •••••••• |
| Jan 2021 | $••••• | •••••••• |
| Jan 2020 | $••••• | •••••••• |
| Mar 2019 | $••••• | •••••••• |
Full valuation and stage history of Equentis Wealth Advisory Services
Every valuation point, the growth-stage changes (minicorn, soonicorn, unicorn) and the dates behind them require an active premium plan.
- All valuation points
- Stage changes
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Verified entity values are shown only after access is granted.
Last known valuation $162.6M (Mar 2024). 135 investors in total: 5 institutional and 130 angel.
Investors in Equentis Wealth Advisory Services
Equentis Wealth Advisory Services has secured backing from 135 investors, including angel, venture fund, and institutional investors. Prominent investors backing the company include Lead Angels, Vipul Singh and Pradeep Tewari.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investment in high-growth startups and angel funding services in India. | 2014 | leadangels.in | Mumbai, India | |
Offers investment sales, client education, secure payments, and lead generation services. | 2021 | infinitysmartservice.com | Mumbai, India | |
Provides a suite of IT services to support business operations and technology needs. | 2001 | epacific.vn | Ho Chi Minh City, Vietnam | |
VS Vipul Singh | Co-founder of Aarogya Tech, active angel investor in healthtech and AI startups | unknown_bfbfe1d515db46afb | ||
PT Pradeep Tewari | unknown_b488f8483d5548579 | |||
NK Niranjan Kumar Seelam | unknown_53a70e4eb37a45049 | |||
SR Sandeep Rajendrakumar Jain | unknown_dc851dcdfd9b4f9e8 | |||
VP Vivek Poddar | unknown_aff04b55159c4a739 | |||
ND Nikhil Dinesh Jain | unknown_3b6ec006f48f4a448 |
Investor details for Equentis Wealth Advisory Services
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
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Verified entity values are shown only after access is granted.
Board of directors of Equentis Edutech Limited (Equentis Wealth Advisory Services)
Equentis Edutech Limited is the primary company behind Equentis Wealth Advisory Services. The boards of the 2 registered companies of Equentis Wealth Advisory Services currently have 6 directors; the longest-serving is Sanjeev Kumar Anand, appointed in 2022. 14 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Sanjeev Kumar Anand DIN 07973140 | Director | 01 Apr 2022 | 4 yrs 7 mo | Equentis Wealth Advisory Services Limited |
| Monam Kapoor DIN 09278005 | Director | 22 Dec 2023 | 2 yrs 10 mo | Equentis Wealth Advisory Services Limited |
| Swati Jain DIN 09436199 | Director | 22 Dec 2023 | 2 yrs 10 mo | Equentis Wealth Advisory Services Limited |
| Manish Goel DIN 02808279 | Director | 10 Sep 2024 | 2 yrs 1 mo | Equentis Edutech Limited, Equentis Wealth Advisory Services Limited |
| Soniya Manish Goel DIN 07088801 | Director | 10 Sep 2024 | 2 yrs 1 mo | Equentis Edutech Limited, Equentis Wealth Advisory Services Limited |
| Jeetendra Unnikrishnan Nair DIN 00181278 | Director | 10 Sep 2024 | 2 yrs 1 mo | Equentis Edutech Limited, Equentis Wealth Advisory Services Limited |
People of Equentis Wealth Advisory Services
3 people are tracked at Equentis Wealth Advisory Services (3 in leadership).
| Name | Role | Group |
|---|---|---|
Gaurav Goel | Co-Founder | Leadership |
| Co-Founder & Managing Director | Leadership | |
Arun Handa | Co-Founder | Leadership |
Complete people profiles for Equentis Wealth Advisory Services
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
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Verified entity values are shown only after access is granted.
Timeline of Equentis Wealth Advisory Services
4 dated milestones of Equentis Wealth Advisory Services across 9 years, from founding to its latest funding, stage changes and deals.
- Founded Equentis Wealth Advisory Services is founded.
- Funding First funding round of $60K.
- Milestone Reaches Minicorn status.
- Funding Latest funding round, Angel Round, of $4.7M.
Competitors of Equentis Wealth Advisory Services
Equentis Wealth Advisory Services has 3 listed competitors in our database, 1 of them funded. They include Prudent, Reliance Capital and Auctus Advisors.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| prudentcorporate.com | 2000 | Ahmedabad, India | $138,131 | 677 | Provider of financial products and investment services | |
| reliancecapital.co.in | 1986 | Mumbai, India | 18,360 | Financial services including loans, insurance, and asset management are provided. | ||
| auctusadvisors.in | 2010 | Mumbai, India | 155 | Strategic consulting and advisory services for management decisions are provided. |
Detailed competitors of Equentis Wealth Advisory Services
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
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Verified entity values are shown only after access is granted.
Web traffic of Equentis Wealth Advisory Services
The website of Equentis Wealth Advisory Services (equentis.com) receives about 276.1K visits a month and ranks #214,664 among all websites worldwide, #2,293 in Investing.
- Monthly visits276.1K
▲ 37.9% vs previous month
- Unique visitors118.2K
per month
- Global rank#214,664
among all websites
- Category rank#2,293
Finance · Investing
- Bounce rate50%
- Pages per visit2.3
- Average visit1 min 21 sec
- DevicesDesktop 12% · Mobile 88%
Websites whose visitors overlap most with Equentis Wealth Advisory Services. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| univest.in | 100% | 188.6K | #230,009 | View details | |
screener.in | screener.in | 95% | #1,968 | – | |
| jarvisinvest.com | 94% | 14.4K | #1,777,033 | View details | |
| valueresearchstocks.com | 94% | #166,673 | View details | ||
| groww.in | 94% | 60M | #754 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Equentis Wealth Advisory Services
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- 40 similar websites
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Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Equentis Wealth Advisory Services (Asset Management) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | ||||
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India |
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Related news about Equentis Wealth Advisory Services
Complete news archive for Equentis Wealth Advisory Services
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Articles about Equentis Wealth Advisory Services on our blog
Frequently Asked Questions about Equentis Wealth Advisory Services
Equentis Wealth Advisory Services was founded in 2015 and raised its 1st funding round 1 year after it was founded.
Equentis Wealth Advisory Services is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
Equentis Wealth Advisory Services is a funded company, having raised a total of $10.65M across 11 funding rounds to date. The company's 1st funding round was a Seed of $731.8K, raised on Mar 2016.
Equentis Wealth Advisory Services was founded in 2015 in Mumbai, India. An investment advisory and research platform is maintained, focusing on the financial services sector. Operations center on an AI-driven system that supports wealth creation through systematic investments in diversified portfolios of high-growth stocks. Services provided include personalized portfolios, real-time buy-hold-sell alerts, stock rebalancing, and access to AI algorithms for investment recommendations.
Equentis Wealth Advisory Services's top competitors include Prudent, Reliance Capital and Auctus Advisors.
Equentis Wealth Advisory Services has 135 investors. Key investors include Lead Angels, Vipul Singh, Pradeep Tewari, Niranjan Kumar Seelam, and Sandeep Rajendrakumar Jain.
The valuation of Equentis Wealth Advisory Services is $162.6M as of Mar 2024.
Equentis Wealth Advisory Services is associated with 2 legal entities: Equentis Edutech Limited, Equentis Wealth Advisory Services Limited.
The legal entities of Equentis Wealth Advisory Services currently have 8 directors, including Manish Goel, Soniya Manish Goel, Jeetendra Unnikrishnan Nair and others.
The website of Equentis Wealth Advisory Services receives about 276 thousand visits a month and ranks #214,664 among all websites worldwide.