200+
Wealth Experts
240+
Stocks under coverage
$645+MN
Wealth AUM
20+
Years of experience
100,000+
Customers
Onwards and Upwards! Over 2 decades of trust & performance.
We are driven by the best-in-class leadership pool guided by core values of client centricity, integrity & trust.
Abhijit Bhave
Managing Director and CEO
Abhijit Bhave
Managing Director and CEO
Abhijit Bhave, MD and CEO of Equirus Group’s wealth management arm, is a seasoned thought leader and speaker on private banking, wealth management, digital transformation, and WealthTech solutions. With over 25 years of experience, he has successfully established and scaled up wealth management ventures in India and abroad, including at Deutsche Bank, HSBC, ICICI Bank, and Karvy Private Wealth. Notably, he led Fisdom Private Wealth as CEO, expanding the business in emerging markets. Abhijit holds a Post-graduate Diploma in Marketing and Finance from IIM Lucknow.
Ankur Punj
Sales Head
Ankur Punj
Sales Head
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 branches in Delhi as the Branch Head.
Sunder Nookala
Head - Tech and Digital
Sunder Nookala
Head - Tech and Digital
Sunder Heads the Technology & Digital Business of Equirus Wealth. He has over 23+ years of experiences and worked previous with TCS. Sunder is an MBA from IIM Ahmedabad. He is passionate about building software products and platforms and successfully built, scaled, and exited Kwench, a leader in the employee recognition industry. He is an active angel investor in more than a dozen startups and is on the board of several companies. His reading interests are economics, cosmology, and philosophy.
Kena Shah
Company Secretary and Compliance Officer
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.
Sunny Arora
Vice President - Head of Marketing
Sunny Arora
Vice President - Head of Marketing
Sunny is a Growth & Revenue professional with 15+ years of experience in the field of SaaS/Platform marketing and holds a track record of building & scaling global revenue-driven organizations, experienced in P&L management.
In his previous assignment at Cvent, Sunny led the marketing initiatives for their Hospitality cloud product line (Marketplace), and being an early team member, he was responsible for a combination of critical functions.
Satish Upadhyay
Vice President - Head of Operations & Customer Service
Satish Upadhyay
Vice President - Head of Operations & Customer Service
Satish is the head of Operations and customer Service for Wealth Distribution and PMS business at EWPL. With over 13 years of experience, Satish have cultivated a profound expertise in orchestrating seamless business operations and elevating customer experiences. As a seasoned Head of Operations, his career has been defined by relentless pursuit of operational excellence improving productivity, efficiency and cost-reduction. He has done his Masters in Finance from ICFAI.
We understand what’s most important to you.
Understand you, your family and the people who are important to you.
Assess your tolerance for various risk levels and provide tailor-made solutions
Plan for your short, medium and long-term financial goals for securing your financial freedom.
Align with your vision of financial freedom, success & security.
We offer a wide range of comprehensive solutions to help achieve your financial goals, needs and long-term financial freedom.
Mutual Funds
We offer Mutual Fund products across different asset classes from 25+ Asset Management Companies based on the in-depth due diligence performed by our experienced product and research teams.
Portfolio Management Services (PMS)
Our benchmark, Equirus Long Horizon Fund (ELHF) is the most sought-after PMS in India. In addition to our own PMS, we also offer PMS offerings across Equity, Debt, Real Estate and Discretionary / Non Discretionary.
Primary/Secondary Debt
Basis our research view, we offer range of debt instruments across time duration and credit quality. Investment options include Corporate fixed deposits, Corporate Bonds, Non Convertible Debentures, Tax Free bonds and 54 EC bonds.
Alternate Investment Funds (AIFs)
Our AIF offerings are catered to meet your evolved investing needs. Investment options include Long Short Funds, Real Estate, Absolute Return Funds, Debt, IPO / Pre-IPO Funds, Private Equity and Venture Capital.
Market Linked Debentures (MLDs)
Our MLD offering encompasses both principal and non principal protected structures. Spectrum of structured ideas include Fixed Coupon, Auto Call/ Basket of stocks & Nifty / Index Linked.
Real Estate
Be it capital appreciation or earning rental yield, you can invest in 20+ cities in India and 10+ countries globally. In liaison with our partners, we provide end-to end transactional support with high levels of transparency.
Estate Planning
We value the legacy created by you and the importance of its preservation and succession planning. Benefit from our selected network of partners for advice on Wills, Trusts, and other tax-efficient ways to ensure your wealth is best structured for the beneficiaries and future generations.
Unlisted Securities
Unlisted securities are traded over-the-counter in private markets. We facilitate transactions of Delisted, Unlisted, Pre- IPO Indian Equities to sophisticated investors.
Taxation
Our wealth product solutions are complete with efficient Tax planning. In liaison with our partners, we oversee taxation in relation to transactions, compliances and structuring.
Make the most of your wealth with our easy-to-use digital solutions.
Track all your money
At one place be it expenses, bank balances and other assets and liabilities.
Tailor-made solutions
For your wealth needs across various asset classes.
Plan your financial goals
To align with your vision of financial freedom, success and safety.
Access portfolio insights
Anytime from anywhere at your fingertips and stay informed about your investments.
Stay informed financially
Get alerts & notifications about the latest info about the financial markets.
Secure your financial information
Secure your data through multi-factor authentication & face recognition.