Trust and Performance

Equirus stands for “equities are us”. Over the last 20 years, Equirus Group has built impeccable credentials and market standing across domains with its ability to structure and deliver transactions in-line with client requirements. We closed over 200+ successful transactions across M&A, PE, IPOs, QIPs, Rights Issue and Structure Finance raising more than $7.8 billion in the process.

200+

Wealth Experts

240+

Stocks under coverage

$645+MN

Wealth AUM

20+

Years of experience

100,000+

Customers

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Industry best leadership team

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

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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

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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

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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

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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

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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.

Jude Pires

Vice President - Head of MIS

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Jude Pires is the Head of MIS, Data Analytics, and HNI Broking Backoffice Operations for Equirus Wealth. He has 13+ years of work experience across Wealth Management and Banking Operations. Prior to joining EWPL, he has worked with Citi Bank and J P Morgan. He is an alumnus of St. Xaviers, Mumbai.

Satish Upadhyay

Vice President - Head of Operations & Customer Service

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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.

Putting clients first

We understand what’s most important to you.

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Understand you, your family and the people who are important to you.

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Assess your tolerance for various risk levels and provide tailor-made solutions

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Plan for your short, medium and long-term financial goals for securing your financial freedom.

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Align with your vision of financial freedom, success & security.

Exceptional research team
Our commitment to providing unparalleled financial guidance extends to every facet of our service, including our research team. Our team is not only renowned for its deep industry knowledge but is also dedicated to delivering cutting-edge insights and analysis.
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Solutions beyond investments

We offer a wide range of comprehensive solutions to help achieve your financial goals, needs and long-term financial freedom.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

Dedicated wealth managers
Our relationship managers are just a WhatsApp call away to help you manage your money . Our wealth managers have been helping clients for many years and possess extensive experience in the industry along with a comprehensive understanding of the financial markets.
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Global solutions
Offshore funds offer you an access to international markets. Enhance portfolio diversification through exposure to global markets and different currencies as part of overall asset allocation.
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Digital Wealth Solutions

Make the most of your wealth with our easy-to-use digital solutions.

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Track all your money

At one place be it expenses, bank balances and other assets and liabilities.

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Tailor-made solutions

For your wealth needs across various asset classes.

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Plan your financial goals

To align with your vision of financial freedom, success and safety.

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Access portfolio insights

Anytime from anywhere at your fingertips and stay informed about your investments.

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Stay informed financially

Get alerts & notifications about the latest info about the financial markets.

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Secure your financial information

Secure your data through multi-factor authentication & face recognition.

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Complete wealth solutions at your Fingertips

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