
We Make Sure That We Plan Ahead So That You Get To Spend Quality Time With Your Loved Ones

We Constantly Give You Updates Because We Know You May Have A Thousand Other Things To Do

Worry Less, Leave All The Work On Us All You Need To Do Is Enjoy The Benefits.

We Offer You Suitable Solutions To Meet Your Financial Needs And Growth Objectives
Ekvity
Philosophy
Our Business Philosophy states its Culture, which is used by the team both for internal and external interactions.
“ The longer I go on, the more I am aware of the power of finance ”
Justin Welby
Services
Wealth Management
As a Trusted Investment Advisor (Ekvity Investment Advisors) & wealth manager, we understand our customers financial goals and aid them in managing, protecting & growing their wealth with our broad wealth management service plans. We have a wide range of investment services that are designed to meet clients financial and investment needs. We believe in not only providing wisdom in terms of investment management but also deliver their vital business needs on a platform of product innovation and performance.
The wealth management services offered include:
Pre IPO
We take pride in providing assets which create long term value. We have developed a niche of providing shares of companies in the process of hitting the Indian Capital Markets. Initial Public Offering or IPO is the first sale of shares by a private company to the public.
We strive to help our clients to stay ahead by informing them of the upcoming IPO stocks and also give them an opportunity to get an early entry into the company by bringing them the opportunity to buy Pre-IPO shares.
We completely understand that investors, at times, find it difficult to go through the documents and understand the implications of the data mentioned therein. To remove this pain point, we provide our clients with the essential data of the forthcoming IPOs along with an overview drafted by our team of experts.
Current Offerings
We currently deal in the following companies
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Preview Offerings
The shares of the following companies are available only on request.
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Past Offerings
Sr. No | 1 | 2 | 3 | 4 |
---|---|---|---|---|
Company Name | HDFC Standard Life Insurance Company Ltd. | Ratnakar Bank Ltd. | ICICI Prudential Life Insurance Company Ltd. | Avenue Supermarts Ltd. |
Our First Deal Date | Apr 29, 16 | Jun 21, 16 | Jul 8, 16 | Feb 22, 17 |
First Deal Price (in Rs.) | 180 | 235 | 305 | 350 |
Our Last Deal Date | Oct 27, 17 | Jun 24, 16 | Jul 8, 16 | Feb 23, 17 |
Last Deal Price (in Rs.) | 330 | 250 | 305 | 350 |
Listing Date | Nov 17, 17 | Aug 31, 16 | Sep 29, 16 | Mar 21, 17 |
IPO price-band | Rs 275 - Rs 290 | Rs 224 - Rs 225 | Rs 300 - Rs 334 | Rs 295 - Rs 299 |
Listing Price (in Rs.) | 313 | 274 | 330 | 600 |
Returns between First Deal Price & IPO Price (in %) | 61.11 | -4.26 | 9.51 | -14.57 |
Returns between Last Deal Price & IPO Price (in %) | -12.12 | -10.00 | 9.51 | -14.57 |
CMP as on 20 / 08 / 18 (in Rs.) |
462.15 | 591.15 | 388.15 | 1616.35 |
Returns between First Deal Price & CMP (in %) | 156.75 | 151.55 | 27.26 | 361.81 |
Returns between Last Deal Price & CMP (in %) | 40.05 | 136.46 | 27.26 | 361.81 |
*We have considered the price on upper band as IPO Price.
Fixed Income
Fixed income is an asset class that returns an amount to you on a regular schedule. The most common are pensions, bonds, and loans. Fixed income as an asset also includes certificates of deposit, savings accounts, money market funds, and annuities which are generally short-term in nature. You can also invest in fixed income securities with bond mutual funds, exchange-traded funds, and fixed income derivatives.
Government bonds, Corporate Bonds, Debentures (NCDs), Tax free & Taxable bonds, Interest Rate Futures and Corporate Fixed Deposits are few types of fixed income securities which an investor can purchase or sell through primary as well as secondary market.
Benefits of Fixed Income
It ensures a fixed return or income and balances risk involvement and protects the capital to the extent invested in debt instruments.
It reduces the overall risk of an asset allocation or investment strategy weighted heavily in the stock market.
Fixed income securities are more stable than pure equity holdings
It provides investors with a steady stream of income generated from a portfolio's balance. Bonds, preferred stocks and CDs all pay steady dividend and interest payments to investors, creating a consistent cash inflow to investors.
Reduces tax expense by investing in tax free bonds.
Insurance Planning
Insurance Planing, is a foundation stone to Financial Planning universally. Insurance Planning, hedges various risks and threats that materialise on the triggering of the risks.
An insurance plan is not just pivotal for a business or its key-man but also for individuals and families for protection of the current lifestyle in an event of an unfortunate turmoil.
Amongst an array of available insurance plans, Ekvity understands the requirement of its clients and pictures down a comprehensive coverage analysis, with a mix of existing & required coverage to overcome untimely exigencies.
We understand personal as well as business risk and charter a plan to help clients feel secured from the most likely threats.
Our insurance selling is need based and not return based.