EQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED

EQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED

Wealth Management
51-200 employees

Overview

Equentis Wealth Advisory Services Private Limited is an Indian financial services company offering wealth management, investment advisory, and financial planning services. They provide personalized solutions tailored to individual client needs, focusing on long-term financial goals. Their services include portfolio management, retirement planning, tax optimization, and estate planning. Equentis caters to high-net-worth individuals, families, and institutions.

About Us

EQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED is a company based out of 1206, 'B'? Wing, Dalamal Tower Plot No. 211, Nariman Point, Mumbai, Maharashtra, India.

Vision

To be a leading wealth advisory firm recognized for its client-centric approach, integrity, and commitment to delivering exceptional financial outcomes.

Mission

To empower clients to achieve their financial goals through personalized wealth management solutions and expert financial advice.

Headquarters

Mumbai, Maharashtra

Specialties & Industries

Wealth ManagementInvestment AdvisoryFinancial PlanningPortfolio ManagementRetirement PlanningTax OptimizationEstate PlanningHigh-Net-Worth IndividualsFamily OfficesInstitutional Clients.Financial ServicesInvestment ManagementConsultingPrivate Company