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Quality Services

Best In service, Timely market updates, unbaised investments

Valuable Ideas

We do Porfolio reviews Monthy & quaterly basis

Budget Friendly

We don’t charge from out clients. Best Service

Suport 24/7

Happy to Help 24*7.  Insurance Claim call or msg 8076074699

WHO WE ARE

Our Vision

To empower individuals and families to achieve financial independence through disciplined investing and smart financial planning.

Our Mission

To provide reliable financial guidance and help investors build long-term wealth through:

• Goal-based investing
• Proper asset allocation
• Risk management through insurance
• Long-term financial discipline

BRIJESH SINGH

Founder & CEO

OUR SERVICES

What we bring to you

Mutual Fund Investments

We help investors build diversified mutual fund portfolios aligned with their financial goals.

  • SIP & Mutual Funds

  • Goal-based portfolio creation

  • Portfolio review and monitoring

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Financial Consulting

We help clients structure their finances for long-term stability and growth.

  • Retirement planning

  • Child education planning

  • Wealth creation planning

  • Passive income strategies

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Trades & Stocks

We help Investors to buy & sale Stock though Demat Accounts.

  • stocks
  • PMS, AIF
  • NCD
  • Foreign Stocks

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Insurance advisory

We help clients protect their financial future through suitable insurance coverage.
Solutions include:

  • • Term life insurance
    • Health insurance
    • All general Insurance

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Fixed income Investment

For investors seeking stability and predictable income.

• Bank fixed deposits
• RBI bonds
• Primary & Secondary Bonds
• Debt mutual funds

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Ethics & compliance

As a mutual fund Distributor, we are totally transparent with Investment.

  • 100% insurance claim Ratio.
  • 100% client satisfaction.
  • All financial Instrument Under 1 roof
  • Long term relationship

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Our Projects

We are the leaders

Financial Report 2019
logo Contract Project: September 14, 2019

Financial Report 2019

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MO Insurance Finance
logo Contract Project: November 14, 2018

MO Insurance Finance

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Enterprise Loan 2016
logo Contract Project: May 24, 2016

Enterprise Loan 2016

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Business Growth Solutions
logo Contract Project: September 14, 2017

Business Growth Solutions

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Planning The Development
logo Contract Project: August 27, 2018

Planning The Development

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    What our clients says?

    Amit SharmaIT Professional Banglore

    “I always wanted to invest but was confused about where to start. Eqwealth helped me understand the importance of SIP and long-term investing. Today I have a structured portfolio and feel confident about my financial future.”

    Anil MehtaPSU retired Delhi

    “After retirement, I wanted stable and well-planned investments. Eqwealth helped me structure my investments properly so that I can generate regular income while keeping my capital safe.”

    Pooja BansalEntrepreneur chandigarh

    “Eqwealth helped me organize my finances and plan for my child’s education and my retirement. Their guidance is simple, clear and client focused.”

    Ritu Verma School Teacher DPS Noida

    “As a teacher, financial planning was never my priority earlier. Eqwealth guided me in starting small SIPs and also helped me choose the right health insurance. Now I feel more secure about my retirement.”

    Sanjay GuptaBusiness Owner Chandani chowk

    “I had most of my savings lying in bank accounts. Eqwealth helped me diversify my investments into mutual funds and other options. Their guidance is practical and easy to understand.”

    Rajeev SinghGovernment Employee

    “I wanted a safe and disciplined investment strategy for my family. Eqwealth created a clear financial plan including insurance and long-term investments. Their advice has been very transparent and trustworthy.”