Equirus Wealth Information

Equirus Wealth is a holistic wealth management platform founded in 2018 and ranks among India’s top 10 independent wealth-management firms, managing ₹35,000+ crore in Assets Under Management (AUM). Built on the pillars of client centricity, transparency, and comprehensive advisory, the firm provides bespoke wealth solutions to Individuals, Families, and Corporates. The platform offers a complete suite of investment and advisory services, including Wealth Management, Family Office solutions, Portfolio Management Services (PMS), Direct Equity, Alternate Investments, Mutual Funds, Estate Planning, Tax Planning, and Depository Services - delivering an integrated approach to wealth creation and preservation. Equirus Wealth has a strong presence across major Indian financial centers, including Mumbai, Delhi, Bengaluru, Pune, Kolkata, Chennai, Kochi, Thiruvananthapuram, Kozhikode, and Kottayam, enhancing its regional reach and servicing capabilities across PAN India. As a subsidiary of Equirus Capital, one of India’s leading full-service investment banks, the firm benefits from robust research expertise, strong governance practices, and institutional-grade infrastructure. Equirus Wealth remains focused on enabling long-term, purpose-driven financial outcomes and setting new benchmarks in client-centric wealth advisory. Regulatory disclosures: Equirus Wealth Private Limited (SEBI Depository Participant: IN-DP-741-2023 | SEBI Registered Broker: INZ000309137 | SEBI Portfolio Manager: INP000007076 | AMFI Registered Distributor: ARN-148616 | DPID: 97700 | IRDA Corporate Agent (Composite): CA1020 | APMI Registered Distributor: APRN-00843| SEBI AIF Registration No.: IN/AIF1/23-24/1398). https://www.equirus.com/wealth/empanelment-list For more information, please visit: www.equiruswealth.com