About Us

Pillars of Equirus Wealth

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

Team

A high-caliber team of Relationship Manager with years of industry experience. A team driven by passion for overseeing 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 tracking 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 endeavour to provide you with comprehensive suite of best-in-class products. Besides providing you with wealth products, we will also address your business needs by leveraging Equirus' strengths in other group businesses.

Our Team

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

Key personnel

Rahul Roy Chowdhury

Rahul Roy Chowdhury

Business Head

Rahul is the Business Head at EWPL. He has total work experience...

Rahul Roy Chowdhury

Rahul Roy Chowdhury

Business Head

Rahul is the Business Head at EWPL. He has total work experience of 15+ 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

Area Director

Ankur is the Area Director for North, East and West regions at EWPL.He has over 17 years of...

Ankur Punj

Ankur Punj

Area Director

Ankur is the Area Director for North, East and West regions at EWPL.He has over 17 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.

Rakesh Agarwal

Rakesh Agarwal

Area Director

Rakesh is the Area Director
for EWPL in Kerala & UAE region....

Rakesh Agarwal

Rakesh Agarwal

Area Director

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

Amit Vyas

Amit Vyas

Head- Products & Research

Amit is Head of Products & Research. He has 16 years of work experience..

Amit Vyas

Amit Vyas

Head- Products & Research

Amit is Head of Head- Products & Research. He has 16 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.

DipenWahi

Dipen Wahi

Area Director

Dipen is the Area Director for Karnataka, Telangana, TN and AP at EWPL....

DipenWahi

Dipen Wahi

Area Director

Dipen is the Area Director for Karnataka, Telangana, TN and AP at EWPL. He has over 11 years of experience across Wealth Management, Banking & Broking industries. Prior to joining EWPL, he was heading the Wealth Team for Citibank @ Work segment, Bangalore. He has also worked with HDFC Bank and Religare Broking in the past. He has Cleared CFA (US) Level 2, holds a degree in Engineering and Masters in Business Administration.

Puneet Sarna

Kena Shah

Company Secretary and Compliance Officer

Kena is Company Secretary and Compliance Officer of Equirus Wealth Private Limited.

Puneet Sarna

Kena Shah

Company Secretary and Compliance Officer

Kena is Company Secretary and Compliance Officer of Equirus Wealth Private Limited. She is looking after secretarial and regulatory compliances at EWPL. She has more than 6 years of experience in the field of compliance. She has also done master’s in Business Law from L.A. Shah Law college – Gujarat University.