Equirus Wealth

What is Equirus Wealth?

Equirus Wealth offers complete financial planning and investment management solutions to individuals, families, and businesses, focused on achieving their goals.

Equirus Wealth is a holistic Wealth Management platform founded in 2018 by a passionate group of seasoned professionals. It was formed with the objective of providing Client Centric, Comprehensive, and Transparent Wealth Management services for Individuals, Families, and Corporates.

In 2023, Equirus Wealth recognized as “Best Wealth Manager Experience Award” by The Asset Triple A Private Capital.

Firm ranked 21st & 24th in Net Sales across 1000+ MF distributors in the country in FY21 & FY20 respectively (AMFI data).

The firm has a strategic tie-up with Federal Bank to provide Wealth Management services in 1250+ branches across the country & offshore. It has a similar tie-up with DCB Bank across their 300+ branches in the country.

Equirus Wealth is present in Mumbai, Delhi NCR, Bengaluru, Pune, Kolkata, Chennai, Kochi, Thiruvananthapuram, Kozhikode and Kottayam.

Equirus Wealth is a subsidiary of Equirus Capital, which is India’s leading full-service investment bank for mid-market corporates.

Equirus Wealth currently scores 57/100 in the Investment Management category. This is based on press buzz (27/100), and other relevant information on Equirus Wealth gathered from around the web.

The score for this software has stayed the same over the past month. What is this?
  • Equirus Wealth
  • Equirus Wealth
  • Equirus Wealth

Equirus Wealth Product Overview

Languages Supported: English

Equirus Wealth Features

  • 2-Factor Authentication
  • API
  • Balance Sheet
  • Batch Permissions & Access
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • Contact Management
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Document Comparison
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Scheduling
  • Tax Management
  • BitCoin
  • PayPal
  • Stripe
Equirus Wealth Alternatives

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