Equira Wealth is a modern financial services firm that offers expertly curated mutual fund selections, insightful blogs, and educational content, with the highest level of data and client confidentiality. Our application and related data are securely hosted on AWS, one of the most trusted cloud platforms globally. We are committed to delivering a seamless, innovative financial experience that caters to the diverse needs of our clients.
At Equira Wealth, we understand that the distinction between success and failure lies in having an exceptional team. We are dedicated to fostering a world-class environment for our team members, as we believe that our achievements are a direct result of their unwavering commitment and dedication. Together, we strive for excellence in every aspect of wealth management.
Investing in mutual funds is a smart option to grow your wealth. Mutual funds pool money from various investors to buy a diversified portfolio of stocks, bonds, and other securities. This diversified approach reduces risk and allows you to benefit from professional fund management.
Mutual funds offer an easy entry point into the world of investing, making them an excellent choice for both beginners and experienced investors. With mutual funds, your money is managed by skilled fund managers who analyze the market and select the best investment opportunities.
Liquid Funds are short-term mutual fund investments that invest in money market instruments like treasury bills, commercial papers, and term deposits. They are ideal for investors looking to park their money for a short period with minimal risk, offering relatively better returns than traditional savings accounts.
These funds provide easy liquidity, making them a preferred choice for emergency funds and short-term goals.
Financial planning is the process of organizing your finances to achieve your financial goals. It involves creating a budget, setting financial goals, making investment decisions, and managing risk.
Financial planning is a strategic process that helps individuals and organizations manage their financial resources effectively to achieve their short- and long-term goals. It involves analyzing the current financial situation, identifying financial objectives, and creating a roadmap to meet these objectives by managing income, expenses, savings, and investments
Insurance policies help mitigate risks by providing financial compensation for losses arising from unforeseen events like accidents, illnesses, or natural calamities. These policies ensure that you or your loved ones are financially protected, allowing you to focus on recovery without the added burden of financial strain.
Equira Wealth offers a broad range of insurance solutions to meet all your protection needs, from safeguarding your health to securing your assets. With tailored insurance plans and expert guidance, we help you prepare for life’s uncertainties with confidence
Our loan offerings cater to a variety of financial needs, providing you with quick access to funds and favorable repayment terms. With competitive interest rates and transparent processes, we aim to simplify your borrowing experience.
A loan is a financial arrangement in which a lender provides money to a borrower with the expectation that the amount will be repaid, typically with interest, over a specified period.
We help investors to easily manage their investments and stay informed, especially for long-term or diversified portfolios.
Assess your risk tolerance and financial profile with these tools. Align your investments with your objectives and comfort level, ensuring your portfolio suits your unique financial needs.
Get all of the relevant links—SEBI, registrars, transaction partners, etc.—in one convenient place.
Evaluate your financial health using a questionnaire, gaining insights into your financial strengths and areas for improvement. This financial health checkup enhances your overall financial well-being.
Empowering you with insights for investment planning, retirement goals, and risk assessments. These tools facilitate informed decision-making.
Make premium payments online with ease, ensuring the continuous protection of your financial well-being. Ensure timely insurance premium payments, safeguarding your assets and loved ones.
Access essential forms online, including those for mutual funds, SIP, STP, and SWP. Streamline transactions, save time, and reduce paperwork efforts, ensuring a hassle-free financial experience.
Thank you Top Gear Financials for being an incredible partner & an amazing advisor over 15 years for myself and my family. We started with a small Rs 5000 investment SIP and when I check that particular SIP purchased with HDFC MF in Apr 2010, has compounded 90x over 15 years.
You introduced goal based investing to us and encouraged to open KIDs investment accounts as Guardian which now made their professional education a cake walk. You have constantly helped me manage the emotional / impulsive actions when markets fluctuates while putting things into perspective and reminding to stay focused for great future.
Rajeev personally an avid reader, a thorough professional and very knowledgeable because of which, he was able to give right advise at right time considering my circumstancesThank you for listening to my requirements and always making sure that we craft the perfect plan to keep Goals on track.
I would highly recommend Top Gear to my friends. Keep educating new investors about Investing & Compounding for a better future.
Mutual Funds
Liquid Funds
Financial Planning
Insurance
Loan
