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.


Wealth Experts


Stocks under coverage


Wealth AUM


Years of experience




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


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.

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 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 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

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 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 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.

Putting clients first

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.

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.

Solutions beyond investments

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.



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.
Track, Invest & Plan Wealth
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.

Digital Wealth Solutions

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.

Track, Invest & Plan Wealth

Complete wealth solutions at your Fingertips

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