Research & Ranking, an equity investment advisory brand and a part of Equentis Wealth Advisory Services Private Limited, has announced the launch of its new business unit Equentis Private Wealth (EPW), further committing to expanding access to multi-asset advisory for Indian Investors HNIs/UHNIs and NRI investors. To support the growth of EPW, Research & Ranking has hired Susmit Misra as Chief Business Officer to head the business unit.
Equentis Private Wealth will broadly advise on seven areas of Wealth Creation and Management – Financial Planning, Wealth Creation, Wealth Preservation, Asset Financing, Legacy Planning, Residency & Citizenship, and Philanthropy. Over the next few years, it will operate as a Phygital franchise.
Speaking on the development, Manish Goel, Founder & Director of Research & Ranking, said, “Susmit brings in over two decades of experience in the wealth management space, and we are delighted to have him onboard. We aim to build EPW as the preferred wealth-tech advisor for high-net-worth individuals with sizeable aspirations and discerning choices. We are keen to offer them distinct offerings and premium services. Given the scale of our ambition and the opportunity in the dynamic Indian market, we are very optimistic. We are confident that Susmit will play a key role in the continued growth of the business, further strengthen our market position, and help create long-term value for all stakeholders.”
Speaking on his appointment, Susmit Misra, Chief Business Officer, Equentis Private Wealth, said, “The Wealth Management industry has experienced tremendous growth over the past decade and is expected to increase further given that the IMF projects that India’s GDP will rank third in the world by 2030. With changing times, investor behavior has also evolved, there is a growing appetite, and they appreciate multi-asset and alternative investment solutions.”
He added, “The vision for EPW is that of a Financial Concierge; we will follow the same ideologies of an unbiased, holistic wealth-tech advisory. We want to ensure clients have the right advice rather than motivated advice. I look forward to exciting times ahead.”
Misra has over two decades of experience in the financial services sector. Before joining Research & Ranking, he was associated with Prudent Private Wealth as Country Director for three years. Over the course of his career, he has worked with renowned organizations such as DBS Bank, Reliance Group (MF, Capital, and Securities), ICICI Bank, and Global Trust Bank in various positions.
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