Research and Ranking Review: Charges, Services, Trial, Complaints

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Established in the year 2016, Research & Ranking is a SEBI registered equity advisory which aims to aid equity investors in wealth building through long-term investing. The firm offers a robust technology-enabled platform backed by detailed research that helps in wealth creation by generating personalized portfolios as per investors financial goals.

Research & Ranking is a part of Equentis Group, established in the year 2009. Over the years, the advisory built a team of  professionals across Mumbai, Thane, Delhi and Bengaluru, while the company’s registered office is based in Mumbai.

Over the next 2-3 years, Research & Ranking plans to get listed as well as go overseas and serve international investors by mirroring their technology-based investment advisory model’s success in developed markets including the UK, the USA and Middle-east.

research and ranking review

Research and Ranking (Equentis Wealth Advisory Services Private Limited) Details

SEBI registration numberINA000003874
Date of Incorporation11 August 2016
Free trialNo
Mobile appYes
ComplaintsYes
Service across segmentsYes
Intraday servicesNo
Research and Rankings charges (subscription fees)Moderate

Research and Ranking Review: Services

Research and Ranking services primarily focus on long-term investing and has built its investment schemes accordingly.

5 in 5 Wealth Creation Strategy: It is designed to help investors to invest in a personalized and competently diversified portfolio of 20-25 stocks with the potential to generate 4-5 times returns in 5-6 years.

MisPriced Opportunities (MPO): This service helps investors to profit from market fluctuations by investing in stocks trading below their underlying value, thereby having the potential to generate 25-50% returns in 6-12 months.

Research & Ranking service named Dhanwaan and EWA Exclusive are their two premium offering for HNI and Ultra-HNI clients who wish to create massive wealth by investing in high growth businesses with the potential to grow at a rapid rate with India’s growth trajectory, thus compounding investor wealth at a CAGR rate of 25-35%.

Dhanwaan – A Premium Non-Discretionary Portfolio Management Service: Invest in a highly personalized and concentrated portfolio of 20-25 stocks with the strong past track record of 4-5 times returns in 5-6 years.

Informed InvestoRR: It helps investors to by giving regular relevant information which thus impact your investment as an investor. Research and Ranking is collecting all the quality information on stocks and market and is providing it on a single platform.

Research and Ranking Charges

Research and Ranking charges for its services on yearly basis, with the plans for one and five years and the paying cycle being in every 6 months. Please note that GST charges of 18% are imposed separately in addition to the prices shown below:

Duration5 in 5 (INR)MPO (INR)Combo (INR)Dhanwan (INR)  Informed InvestoRR (INR)
1 Year28,00028,00040,00060,000*
1,00,000**
7,000
5 Year1,25,0001,25,0001,80,0002,50,000*
4,00,000**
35,000
* For AUM ranging from INR25 lakh to INR49.99 lakh
** For AUM above INR50 lakh

As seen above, Research and Rankings charges goes from moderate to high. Customers can choose subscription plans according to their needs and service required, as the plans seem to cater to small as well as large & HNI investors.

Read also: Upcoming IPOs in 2022

Research and Ranking Customer Service and Complain

Research and Rankings reviews have been quite positive according to their customers for the services they got, and its registered complaints on the site portal has been also very low. Most of the business websites have rated it with good ratings with moderate customer complaints. Research and Ranking customer service seem to be quite nice according to its long-term users.

Research and Ranking Review: Pros and Cons

Pros:

  • Good customer service
  • Variety of services

Cons:

  • Long-term investments only
  • No free trial

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Summary

Research and Ranking has been in the market for a quite long time, and its long-term investment services made its customers good chunk of profit by providing quality information. The advisory has successfully handled the needs of small as well as HNI investors, it has some minor drawbacks which could be fixed for further growth of company.

3.5

Disclaimer – The objective behind Research and Ranking review is to offer an unbiased view of the company’s service offerings and cost of subscription services. This review of Research and Ranking service offerings is only for information purpose and is not a recommendation for investors

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