Established in the year 2016, Research & Ranking is a SEBI-registered equity advisory that aims to assist equity investors in wealth building through long-term investing. The firm provides a robust technology-enabled platform supported by detailed research, facilitating wealth creation by generating personalized portfolios tailored to investors’ financial goals. Below is a Research and Ranking Review.
Research & Ranking is part of the Equentis Group, which was established in 2009. Over the years, the advisory has developed a team of professionals across Mumbai, Noida, and Bengaluru, with its registered office located in Mumbai.
In the next 2-3 years, Research & Ranking plans to become publicly listed and expand its services internationally, aiming to replicate the success of its technology-based investment advisory model in developed markets such as the UK, USA, and the Middle East.
Research and Ranking (Equentis Wealth Advisory Services Private Limited) Details
| SEBI registration number | INA000003874 |
| CIN | U74999MH2015PLC262812 |
| Date of Incorporation | 11 August 2016 |
| Free trial | No |
| Mobile app | Yes |
| Complaints | Yes |
| Service across segments | Yes |
| Intraday services | Yes |
| Research and Ranking charges (subscription fees) | Moderate |
Research and Ranking Review: Investment Advisory Services
Equentis provides several tailored investment strategies, each designed for specific financial goals and investment capacities:
Informed InvestoRR
- An edu-tech platform offering insights into stock market practices.
- Features educational content on market trends, historical contexts, and investment strategies.
- Accessible workshops and live Q&A sessions for all family members.
5 in 5 Wealth Creation Strategy
- Targets investors with a surplus of INR 3 lakhs to INR 25 lakhs.
- Focuses on a personalized portfolio of 20-25 high-growth stocks over a 5-6 year period.
- Provides timely buy-hold-sell alerts and proactive stock rebalancing.
Mispriced Opportunities (MPO)
- Designed for those with a monthly surplus of INR 30,000.
- Offers one new stock recommendation each month aimed at medium-term returns.
- Focuses on undervalued stocks with significant growth potential.
Combo
- Suitable for investments ranging from INR 5 lakhs to INR 25 lakhs.
- Aim for long-term wealth creation and medium-term returns through a diversified portfolio.
- Includes proactive stock rebalancing and timely alerts.
Dhanwaan
- Targets high-net-worth individuals (HNIs) with an investment surplus of INR 25 lakhs or more.
- Provides premium services including 20-25 stock recommendations and dedicated relationship management.
Private Wealth
- Designed for ultra-high-net-worth individuals (UHNIs) with investments starting at INR 1 crore.
- Offers in-depth fundamental analysis and access to pre-IPO investments.
Research and Ranking Charges
Research and Ranking charges for its services are structured on an annual basis, with options for one-year and five-year plans. Payments are made every six months. Please note that GST charges of 18% are applied separately in addition to the prices listed below:
| Feature | 5 in 5 | MPO | Combo | Dhanwaan | Private Wealth |
| Investment Surplus (INR) | 3L – 25L | 30K/month | 5L – 25L | 25 lakhs & above | 1 crore & above |
| Duration | 5-6 years | 6-12 months | Mid-to-long term | 5-6 years | 10+ years |
| Annual Subscription Fee (INR) | 28,000 | 32,000 | 36,000 | 1,00,000 | 80,000 |
| Stock Recommendations | 20-25 high growth stocks | 1 new stock/month | Diversified portfolio | 20-25 stock recommendations | 10-12 stock recommendations |
Research & Ranking offers subscription plans with charges ranging from moderate to high, designed to meet the diverse needs of investors. The plans cater to both small investors and high-net-worth individuals (HNIs), allowing customers to choose services that align with their investment goals.
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Research and Ranking Complaints and Customer Service
Reviews for Research & Ranking have been largely positive according to customer feedback regarding their services. The number of registered complaints on their portal is also very low. Most business websites have rated them positively with moderate customer complaints. Additionally, long-term users report satisfactory experiences with Research & Ranking’s customer service.
Research and Ranking Review: Pros and Cons
Pros:
- Good customer service
- Variety of services
Cons:
- Focus on long-term investments only
- No free trial available
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Disclaimer – The purpose of this review is to provide an unbiased perspective on the company’s service offerings and subscription costs. This review is intended solely for informational purposes and does not constitute a recommendation for investors.
