About Us

Pillars of Equirus Wealth Management

Equirus Wealth is built on 3 key pillars of People, Products and Platform

Team

A high-calibre team of Private Wealth Managers with years of industry experience. A team driven by passion for managing wealth and obsessed with curating tailor made financial solutions for clients.

Products

Our offering encompasses all asset classes from equity, fixed income & real estate to alternate investment products & unlisted securities. Experienced Research team to provide astute insights across markets and products on continuous basis.

Platform

Simplified investing and monitoring of your investments. Ease of investing with 24x7 transaction ability. One glance statement providing you with consolidated overview and analytical insights across your investment holdings.

Our Philosophy

We are committed to 3 core principles of Client Centricity, Transparency and Comprehensive product offering

Client Centric

We are committed to the maxim of ‘Client First - What is right for the client is right for us’. With your best interests in our mind, our wealth solutions will be tailor made for your financial goals.

Transparent

We believe in forging long-term partnerships which are based on transparency. Every team member shall always adhere to highest level of ethics and professional integrity in course of his/her engagement with you.

Comprehensive

We endeavor to provide you with comprehensive suite of best-in-class products. Besides providing you with wealth management solutions, we will also address your business needs by leveraging Equirus’ strengths in other group businesses.

Our Team

Our team has been advising clients for many years and possesses extensive experience in wealth management industry along with a comprehensive understanding of the financial markets.

Key personnel

Ankur Maheshwari

Ankur Maheshwari

Chief Executive Officer

Ankur has total work experience of 16 years, large part of which has been in the Consumer Banking & Wealth Management industry across Sales...

Ankur Maheshwari

Ankur Maheshwari

Chief Executive Officer

Ankur has total work experience of 16 years, large part of which has been in the Consumer Banking & Wealth Management industry across Sales, Products and Investment Advisory verticals. Prior to setting up Equirus Wealth, he was associated with Citibank for over a decade, where his last assignment was Senior VP and National Head – Investments Sales. He has also worked with JP Morgan, ICICI Bank & Asian Paints in past. He holds a degree in engineering and is an alumnus of IIM Calcutta. He has been recognized as one of the “Top 40 Investment Professionals in the country” in the year 2019 under the “40-under-40 program” conducted by AIWMI (Association of International Wealth Management of India) and IAAIF (Indian Association of Alternate Investments Funds) in partnership with Business World Magazine.

Rahul Roy Chowdhury

Rahul Roy Chowdhury

Director

Rahul heads Product vertical & also is co-head for Sales at EWPL. He has total work experience...

Rahul Roy Chowdhury

Rahul Roy Chowdhury

Director

Rahul heads Product vertical & also is co-head for Sales at EWPL. He has total work experience of 12+ years in Wealth Management field, where he has garnered extensive experience in Investments Sales & Advisory. Prior to joining EWPL, he was associated with Citibank as Vice President and Investment Sales Head for Citi @ Work segment. He has also worked with IndusInd Bank & HSBC Global Asset Management in past. He holds a degree in engineering and is an alumnus of IMT Ghaziabad.

Ankur Punj

Ankur Punj

Director

Ankur is the Area Director for North and East regions at EWPL. He has over 16 years of...

Ankur Punj

Ankur Punj

Director

Ankur is the Area Director for North and East regions at EWPL. He has over 16 years of experience across Banking, Wealth Management & Insurance industries. Over the last few years, he has been extensively involved in building & driving Consumer Banking and Wealth Management business for Citibank in NCR region across multiple roles. Prior to joining EWPL, he was heading one of the large Citibank Branch in Delhi as the Branch Head.

Amit Vyas

Amit Vyas

Vice President

Amit is the Area Director for Mumbai region at EWPL. He has 14+ years of work experience...

Amit Vyas

Amit Vyas

Vice President

Amit is the Area Director for Mumbai region at EWPL. He has 14+ years of work experience across Asset Management Companies, Wealth Management & Banking industry. Prior to joining EWPL, he has worked with HSBC Global Asset Management and was part of the Investment Counselor team of Citibank, advising ultra high net clients on their investment portfolio. He has done his Masters in Business Economics from School of Economics DAVV Indore.

Devang Kakkad

Devang Kakkad

Vice President

Devang heads Research & Advisory at EWPL. He has 10 years of work experience...

Devang Kakkad

Devang Kakkad

Vice President

Devang heads Research & Advisory at EWPL. He has 10 years of work experience across Retail Bank Client Segmentation Strategy, Wealth Management and Investment Banking. Prior to joining EWPL, he was associated with Citibank heading their Citigold Wealth Management proposition. He also has rich experience of executing G3 Currency Bond transactions during his stint with JPMorgan. He is an alumnus of Indian School of Business (ISB), Hyderabad.

Puneet Sarna

Puneet Sarna

Vice President

Puneet is the Area Director for Rest of Maharashtra and Gujarat regions at EWPL...

Puneet Sarna

Puneet Sarna

Vice President

Puneet is the Area Director for Rest of Maharashtra and Gujarat regions at EWPL. He has over 12 years of experience in Wealth management. Prior to joining EWPL, he was associated with Kotak Mahindra Bank as Associate Vice President managing wealth of high net worth customers and building substantial business. Puneet has done Masters in Business Management from Symbiosis Institute of Management Studies.

Rakesh Agarwal

Rakesh Agarwal

Vice President

Rakesh is the Area Director for South region at EWPL.He has over 10 years...

Rakesh Agarwal

Rakesh Agarwal

Vice President

Rakesh is the Area Director for South region at EWPL. He has over 10 years of experience across Wealth Management, Debt Syndication & Equity Research. Prior to joining EWPL, he was Investment Sales Head for Citi @ Work segment in Bangalore at Citibank. He has also worked with Goldman Sachs and HDFC Bank in past. He holds a degree in Business Management and MBA from Symbiosis, Pune.