Dedicated Wealth Managers
We understand that high net-worth individuals have unique wealth management needs and require a customized approach to achieve their financial goals.
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Features
Dedicated RM solutions
Trusted by 800+ HNI & UHNI clients across 100+ cities in India and 10+ countries
Personalized Attention
Your DRM will serve as your single point of contact, providing you with personalized attention and expert guidance to meet your financial goals.
Comprehensive Wealth Management
Your DRM will provide comprehensive wealth management services, including investment strategy, portfolio management, and financial planning.
Expert Knowledge
Your DRM is a proven seasoned professional with expertise in wealth management, who will work closely with you to identify opportunities and manage risk.
Maximum Availability
Your dedicated RM is just a call away and you get in touch with them anytime you want to get your queries addressed.
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Reasons to choose us
Experience the Benefits of 15+ Years of Expertise and Professionalism
Expertise
25+ years of combined average expertise
Trusted by Clients
Zero customers left us since the inception
Proven Track Record
Handling over 800+ HNI & UHNI clients
Trusted by Experts
The Asset Triple A Award – Best Wealth Manager Experience’ in 2022
Digital Platform
State-of-the-art technology & digital security
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Frequently asked questions
What is Dedicated Relationship Management?
DRM is a personalized wealth management service that provides you with a personal wealth management expert who will work closely with you to understand your financial situation and develop a customized investment strategy.
Who are Dedicated Relationship Managers?
DRM is a seasoned professional with expertise in wealth management, who provides personalized attention and expert guidance to help high-net-worth individuals achieve their financial goals.
What services do Dedicated Relationship Managers provide?
DRM provides comprehensive wealth management services, including investment strategy, portfolio management, and financial planning.
What is your team size?
We are over 230+ seasoned professionals across 100+ cities to help you in wealth management. At Equirus, our team of dedicated relationship managers is committed to providing high-net-worth individuals with the personalized attention and expert guidance they need to achieve their financial goals.
Complete wealth solutions at your fingertips!
