EquiDet Information

EquiDet Infolio Wealth Pvt. Ltd. is an AMFI registered Mutual Fund Distributor. ARN No : ARN-270866. We help investors to Save, Invest and Grow their Money with Financial Planning and Investment Management through various Equity and Debt instruments. VISION: • To Restructure the Model of Financial planning and become most Trusted Financial services company in the world by providing Ethical, Unbiased and Need based Financial Solutions to every Segment of the Investors. • To transform every Earner as an Investor, which in turn will contribute towards the financial economy of our Nation • Right platform to learn, develop skills in effective work culture & maintain work-life balance with good career growth. MISSION: Extend our reach to every family in their financial journey of Accumulation, Growth and Protection phase with the help of our wide range of financial product basket and proficient guidance. Our 1st priority is to” Know Our Customer” from Investor Point of View, understand their Risk Appetite, Financial situation, short-term, long-term goal and financial requirements. We focus in recommending products comprises of risk adjusted return portfolios with consistent performance. While managing equity portfolio is common in the industry, we ensure managing investors Debt portfolio as well for better diversification. We believe investing money is not enough, it is equally important to review it and rebalance the portfolio when needed. We count on principle of Wealth creation with Capital Protection. While investing, we ensure to give credence to liquidity requirement which refer to the cash or asset that can be quickly converted into cash without significant loss of value. While we consider taxation as important aspect during recommending investment but ensure we are not ignoring asset allocation just to save tax, which can leave to an unbalanced portfolio. As asset allocation determines the risk and return profile of investor. Thanks