100+
Wealth Experts
250+
Stocks under coverage
$1000+MN
Wealth AUM
17+
Years of experience
150,000+
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.
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.