Mumbai, Maharashtra, India, October 2025 – Equentis, a SEBI-registered investment advisory firm known for its AI-driven wealth-building strategies, has announced the appointment of Rakesh K as Chief Business Officer – PMS (Portfolio Management Services). In this leadership role, Rakesh will drive the growth of Equentis’s PMS vertical, focusing on strategic business expansion, client acquisition, and technology-enabled investment solutions tailored to long-term wealth creation.
Rakesh K brings over 25 years of experience in the financial services and wealth management industry, combining deep market insight with a proven track record in business leadership and client strategy.
Prior to joining Equentis, Rakesh served as Associate Director at Shriram Group of Companies, where he was instrumental in expanding the firm’s private wealth and investment portfolio, strengthening client relationships, and driving advisory excellence across key regions in India.
Before his tenure at Shriram, he held the position of Senior Vice President and Zonal Head – South at Fisdom Private Wealth, a technology-led wealth management firm. There, he led regional business operations, building a strong distribution network and promoting innovation in digital financial solutions.
Earlier, Rakesh was Associate Director at Anand Rathi Private Wealth Management, where he focused on strategic client acquisition and portfolio growth, and Regional Head – South Wealth Management at Aditya Birla Finance Limited, where he successfully led wealth management operations across southern India.
He also held key leadership positions at Religare Private Wealth, Motilal Oswal Financial Services, and JM Financial Services, leading business strategy, distribution sales, and primary market operations. Rakesh began his career at ICICI Prudential Life Insurance and Taylor Nelson Sofres, where he developed foundational expertise in financial markets, client relations, and data-driven decision-making.
About Equentis
Equentis is a SEBI-registered investment advisory firm that leverages research and technology to help investors build sustainable long-term wealth in the stock market. Its platform, Research & Ranking, combines over 300 AI-based algorithms with in-depth research to provide personalized investment recommendations aligned with each investor’s goals and risk profile.
Through a commitment to transparency, data-driven insights, and client-centric advisory, Equentis empowers individuals to make informed investment decisions and achieve financial independence.
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