About Equira Wealth

We are a distinguished financial planning and investment advisory firm dedicated to helping our clients achieve their financial goals. With an established reputation for excellence, we currently manage investments for 32 families, three corporate entities, and over 150 retail investors from across India. Our total assets under management exceed Rs. 55 crores, spanning Mutual Funds and Direct Equities, reflecting our client's trust and our proven ability to manage wealth effectively.

With over 20+ years of unparalleled industry experience, the Equira Wealth team has a distinguished track record, having successfully led wealth planning initiatives for Private Indian Banks, MNC Banks, and other prominent wealth management firms across the country. Our founders are highly regarded in the field of personal finance and have always been strong advocates for continuous learning, ensuring that both our team and clients are equipped with the latest financial knowledge to make informed decisions.

Our Commitment to Financial Education and Client-Centric Approach

At the heart of Equira Wealth lies a commitment to financial education. We believe that financial literacy is the foundation upon which every individual can build their wealth with confidence. Our primary goal is to empower our clients by helping them understand their finances, enabling them to make informed, educated decisions for their financial future.

We take a holistic approach to wealth management, starting with identifying, defining, and prioritizing our clients' financial goals over the course of their lives. From there, we design a customized game plan to help achieve those goals. Whether it's building wealth, saving for education, retirement, or other key milestones, our solutions are tailored to meet the unique needs of each client.

Our Core Values: Ethics and Competence

The foundation of Equira Wealth is built on two key pillars: ethics and competence. We firmly believe that the client’s best interest should always come first. We are driven by a sense of responsibility to ensure that our client’s financial well-being is always prioritized above all else. There is no substitute for knowledge, which is why our advisory services are not incentivized by commissions or external pressures but are instead based on delivering true value to our clients.

We are passionate advocates of Financial Planning as the core strategy for delivering sound, long-term financial advice. As endorsed by the Financial Planning Standards Board (FPSB) India, which is affiliated with the FPSB, Denver USA, we follow global best practices in financial planning. This ensures that our clients receive advice that is not only reliable but also in line with the latest industry standards.

At Equira Wealth, we aim to foster lasting relationships with our clients based on trust, integrity, and a shared commitment to achieving their financial goals. Through personalized advice, continuous education, and a deep understanding of our clients' needs, we strive to make a meaningful impact in their financial lives.

By choosing Equira Wealth, you're not just securing a financial advisor – you're partnering with a team committed to helping you navigate the complexities of personal finance, so you can focus on what truly matters: living life with financial peace of mind.