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. We dived into the firm’s service offerings and here is Research and Ranking Review.
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 (Equentis Wealth Advisory Services Private Limited) Details
| SEBI registration number | INA000003874 |
| Date of Incorporation | 11 August 2016 |
| Free trial | No |
| Mobile app | Yes |
| Complaints | Yes |
| Service across segments | Yes |
| Intraday services | No |
| Research and Ranking 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:
| Duration | 5 in 5 (INR) | MPO (INR) | Combo (INR) | Dhanwan (INR) Â | Informed InvestoRR (INR) |
| 1 Year | 28,000 | 28,000 | 40,000 | 60,000* 1,00,000** | 7,000 |
| 5 Year | 1,25,000 | 1,25,000 | 1,80,000 | 2,50,000* 4,00,000** | 35,000 |
** 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.
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Research and Ranking Complaints and Customer Service
Research and Ranking 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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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
