Equirus Wealth, a leading player in India's financial advisory space, has launched its next-generation wealth-tech platform, signaling a strategic push to attract and empower high-net-worth individuals (HNIs) and emerging affluent investors.
The launch comes as Equirus Wealth crosses a significant milestone of ₹18,000 crore in assets under management (AUM). It also follows the firm’s acquisition of Credence Family Office, enhancing its services in the ultra-HNI and family office domains.
Key Features of the Platform
- Comprehensive Portfolio Management: Investors can now track their net worth in real time across a wide array of asset classes, including mutual funds, PMS, AIFs, direct equities, provident fund balances, and bank accounts.
- Advanced Analytics & Custom Benchmarks: The platform supports multi-currency performance tracking and deep-dive analytics, enabling better decision-making through personalized insights.
- Integrated Proprietary Research: Backed by over 35 in-house analysts covering 270+ listed companies, the platform delivers curated research to support informed investing.
- Innovative 'What-if' Simulator: Set to launch soon, this NLP-powered tool will allow wealth managers to model financial scenarios and hold real-time conversations with clients.
- Robust Security Framework: Built on an OTP-based account aggregator infrastructure, ensuring both data security and seamless user experience.
Leadership Vision
Ajit Deshmukh, Managing Director of Equirus Group, stated that the platform aims to provide investors with greater clarity, control, and actionable insights, blending personal advisory with modern digital interfaces.
Sunder Nookala, Head of Tech and Digital at Equirus Wealth, emphasized the creation of a secure and intelligent ecosystem that evolves with the investor’s financial journey.
Long-Term Ambitions
With this platform, Equirus Wealth aims to scale its AUM to ₹50,000 crore by 2028, reinforcing its commitment to delivering a "phygital" (physical + digital) wealth management experience tailored for India’s evolving investor base.
Our Opinion on the News
Equirus Wealth’s tech-forward approach underlines a broader industry shift towards digitization, personalization, and transparency in wealth management. The integration of proprietary research, scenario-based simulations, and secure data aggregation marks a significant value addition for new-age investors seeking a comprehensive and intelligent platform. If effectively executed, this initiative could not only boost customer retention but also set a new standard for tech-enabled private wealth services in India.