Mumbai: Equentis is a forward-thinking company redefining the future of finance, technology, and business management. We provide cutting-edge solutions that empower businesses and individuals to optimize financial strategies, maximize efficiency, and make informed decisions.
With a team of seasoned experts across industries, we leverage deep expertise and advanced technologies to offer tailored services, including financial consulting, investment strategies, digital transformation, data analytics, and automation.
Understanding the complexities of the modern business landscape, we help clients navigate challenges and seize emerging opportunities. Our collaborative, results-driven approach fosters trusted partnerships, driving sustainable growth and long-term success.
Whether you’re a startup, a growing enterprise, or a large corporation, Equentis is your partner in unlocking potential and shaping the future of business and finance.
In a career driven by passion across Piramal’s, Google, Future Group & Tata’s, and now Equentis, Alok has driven growth strategies to help purpose driven brands bring big ideas to life and believes in marrying the practice of digital strategy with marketing creative & has acquired an in-depth understanding of the Indian, global & the “glocal” consumer.
Alok plays a pivotal role in shaping the company’s marketing strategy and driving brand growth. With a robust background in marketing and business development, has honed his expertise across various sectors, including financial services and technology. He holds a degree in Business Administration and has accumulated extensive experience in strategic marketing, digital transformation, and customer engagement.
Alok is known for his innovative approach to marketing, leveraging data analytics and market insights to enhance customer experiences and optimize marketing campaigns. His leadership style emphasizes creativity, strategic thinking, and a customer-centric focus, making him a valuable asset to Equentis.
MadeInMedia.in’s Kalpana Ravi in an email interaction with Alok Arya, CMO, Equentis Wealth Advisory Services on the company’s rebranding, on their recent campaign and much more……
What motivated Equentis to rebrand as “Equentis – Research & Ranking,” and how has this transformation impacted the company’s market positioning?
The decision to evolve into Equentis – Research & Ranking wasn’t just about changing a name or a logo—it was about embracing who we are and what we stand for in a way that truly resonates with our customers. Over the years, we’ve grown alongside our investors, constantly innovating to provide more value, better insights, and a seamless experience in equity investing. The rebrand reflects this journey.
At its core, the name Equentis is a blend of “Equal” and “Existence”, representing our belief that wealth creation should be accessible to everyone, not just a select few. This philosophy is deeply embedded in everything we do—from our advisory services to the way we educate and empower investors.
Visually, our new identity speaks volumes. The bull symbol represents strength and optimism, echoing our specialization in equity advisory. The color blue signifies trust, a fundamental pillar in wealth management, while the gold highlights prosperity and long-term wealth creation. More than just a rebrand, it’s a reaffirmation of our commitment to making equity investments easier, more transparent, and more inclusive.
We are in the midst of a shift where investors are becoming more informed, proactive, and digitally savvy. The rebranding is our way of aligning with this transformation—ensuring that our approach, services, and brand identity truly reflect the evolving needs of today’s wealth creators.
Could you share the inspiration behind the “Har Ghar Lakshmi” campaign and its reception among your target audience?
Diwali is a time when families come together to celebrate prosperity, and the festival is deeply associated with Lakshmi Puja, where people seek the goddess Lakshmi’s blessings for wealth and success. But at Equentis, we wanted to take this tradition a step further—by celebrating the real Lakshmi of every home: the women who play an integral role in financial decision-making.
Over the years, we’ve seen a steady rise in women actively investing in the stock market and taking charge of their financial futures. The Har Ghar Lakshmi campaign was a tribute to this transformation. It wasn’t just about acknowledging their contributions but about encouraging more women to step forward, embrace financial independence, and shape their own wealth journeys.
The response has been overwhelming. The campaign resonated deeply, sparking conversations about women’s financial empowerment and the importance of recognizing them as key financial decision-makers. Seeing the conversations and engagement it has driven has been incredibly fulfilling for us, and it reaffirms our belief that financial independence is an essential part of empowerment.
Beyond the campaign, what initiatives is Equentis undertaking to promote financial literacy and independence among women?
Financial literacy is about feeling confident and empowered to make financial decisions. That’s why, beyond campaigns like Har Ghar Lakshmi, we’ve been actively working on multiple initiatives to support women in this journey.
● Financial Education Workshops: We conduct sessions designed to break down investment concepts in an approachable and relatable way. Whether it’s understanding stock markets, risk management, or long-term wealth building, we focus on making financial knowledge practical and actionable.
● Informed InvestoRR Platform: A dedicated platform for financial insights featuring simplified content, explainer videos, and easy-to-follow guides—all aimed at making investing less intimidating and more accessible.
● Community Support: Building a network of women investors who can learn from each other, share their experiences, and grow together.
At the end of the day, we believe in Equal Existence—that every individual, be it a man or a woman, should have the knowledge, tools, and opportunities to take charge of their financial future.
How does Equentis address common apprehensions about equity investments, and what strategies are employed to build lasting trust with clients?
Like I’ve mentioned earlier, we already have platforms like Informed InvestoRR, financial literacy webinars, and AI-driven mentorship programs that equip investors with the right knowledge. But beyond education, trust in equity investments is built through a combination of transparency, personalized strategies, and continuous engagement.
● Personalized Investment Strategies: Every investor is unique, and so are their financial goals. Instead of a one-size-fits-all approach, we curate customized portfolios with high-growth potential stocks, ensuring alignment with long-term wealth-building objectives.
● Proactive Communication & Transparency: Trust is built on consistent and transparent communication. We keep our investors updated with regular insights, market trends, and performance reports so they always feel in control of their financial decisions.
● SEBI-Registered Credibility: As a SEBI-registered advisory firm, we follow the highest regulatory standards, ensuring that every piece of advice we offer is backed by integrity, expertise, and a commitment to investor protection.
● Long-Term Wealth Creation Focus: We actively educate clients about the importance of staying invested for the long run, helping them confidently navigate market cycles.
At the heart of it, we don’t just want to help people invest—we want to help them invest wisely, with the right knowledge to make informed decisions.
Could you discuss Equentis’s collaboration with Atypical Advantage and how it aligns with the company’s value of ‘Equal Existence’?
At Equentis, Equal Existence isn’t just a philosophy—it’s the very foundation on which our brand is built. The name itself comes from the combination of “Equal” and “Existence”, reflecting our deep belief that wealth creation should be accessible to all.
This commitment to inclusivity isn’t just about investments—it extends to our hiring practices as well. That’s why we partnered with Atypical Advantage, an organization dedicated to helping individuals with disabilities find meaningful employment. Through this collaboration, we’ve actively recruited professionals with disabilities into our workforce, particularly in our sales team.
As Manish Goel (our Founder & MD) often says, wealth creation starts with opportunity, and inclusivity in the workplace is the first step in building a truly equal society. When we empower individuals with disabilities by giving them a platform to showcase their skills, we are not just transforming their lives—we’re enriching our own culture and company as well.
For us, this is more than just a hiring initiative. It’s a statement of intent—a commitment to breaking barriers, fostering inclusion, and ensuring that everyone, regardless of their background or abilities, has a fair chance at success.
In the current economic climate, what challenges does Equentis face in the wealth advisory sector, and how is the marketing team addressing these obstacles?
When SEBI imposed restrictions on financial influencers, many brands saw it as a major setback. But for us, it was an opportunity—an opportunity to redefine trust. That’s how IAmEquentis was born.
Rather than relying on influencers, we turned inward. Who better to advocate for expert-led investing than the people who live and breathe wealth advisory every day? We put our CXOs and employees at the forefront, ensuring that every message investors received was rooted in knowledge, experience, and credibility.
In an industry where trust is fragile and misinformation is rampant, this campaign has been a game-changer. It has allowed us to build direct relationships with investors, strengthen our brand credibility, and reinforce the importance of advisory-led investing over influencer-driven hype.
We see IAmEquentis as more than a campaign—it’s a mindset shift in the industry. And the response so far only proves that when you lead with authenticity, investors take notice.