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.
Rahul Roy Chowdhury
Business Head
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
Area Director
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 branches in Delhi as the Branch Head.
Rakesh Agarwal
Area Director
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
Head- Products & Research
Amit Vyas
Head- Products & Research
Amit is Head of 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.
Dipen Wahi
Area Director
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.
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.
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.