SEBI Registration no. INA300011991
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About

Equity Wealth

Equity Wealth is meant for all the passionate retail investors. Investing requires top level professionalism, incisive analytical abilities, sharp decision making & quick implementation. Our passion, understanding, and over 20 years of cumulative experience of the markets and investment opportunities gives us the belief and confidence to say that we are amongst the best of our kind capable of advising you on how to invest your money in these businesses. Our goal is to help our clients achieve above-average returns from the markets and create wealth for themselves and their families. Safety and reliability of our systems are formulated with a unifocal objective -You! Utlimately, it’s the satisfaction of our members which makes our day.

Our Interviews

About Founders

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    Arun Mukherjee

    Partner

    A college dropout by choice who entered markets at age of 14. Had his maiden management meet of Rain calcining (Rain Industries) prior to his college day. He says it was an easy decision to quit the moment the professor started teaching about management levels.

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  • Soumya Malani

    Partner

    A die-hard stock picker. He has completed his Masters in Accounting and Finance from the world renowned, London School of Economics and Political Science (LSE) but this is only a miniscule part of his academic achievements. He secured All-India Ranks in CA and CS too..

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Our Services

EQUITY ADVISORY

We will be providing multibagger investment ideas through this service. Equity advisory is mostly meant for investors who are proficient enough to take care of their portfolios but are inclined towards good stock ideas with detailed research reports.

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    Focus on Small & Mid-Cap Companies
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    Scuttlebutt Approach –
    Knowing Ground Reality
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    Management Meet Notes (Wherever Possible – Complimentary)
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    8-12 Ideas Per Year
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    Suited to Long Term Investors
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    Model Portfolio with Allocation Details
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    Average Holding Period : 1-3 years
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    Detailed Research Reports
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    Insightful Regular Updates

PORTFOLIO ADVISORY

Portfolio advisory is a personalized customized service provided by us. It is meant to maximize our client’s wealth.We will take care of your entire portfolio and the same would be closely monitored from our end. We will take the responsibility of your entire portfolio.

  • Portfolio Level Monitoring
  • Highly Customized based on Investment Objectives
  • More Personalised Communication
  • Strategic Portfolio based on Risk Profile
  • Fixed Fee based Service
  • Peace of Mind - Execution at your end
  • Suited to Long Term Investors
  • Insightful Regular Updates

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