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Wealth Management

Expert guidance for managing your wealth and achieving
your financial goals.

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Services Covered
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Our wealth management services cover a broad range of areas, including Micro Family Office, Investment Advisory Service, Financial Planning Service, Tax Planning Service, Debt Investment Advisory, Cashflow Management Service

Micro Family Office

Assisting the Elite in Wealth Creation, Conservation & Succession Planning.

Networth > $1 Mln.

Investment Advisory Service

Stock, Mutual Fund, Insurance & Portfolio Based Investment Advisory.

Stocks | Mutual Funds | PMS | AIF

Financial Planning Service

Goal Based Financial
Planning & Retirement
Annuity Planning.

All Asset Classes Min. AUM: 35 Lacs

Tax Planning Service

Tax Structuring to reduce Overall Tax Liability.

Debt Investment Advisory

Using Debt Instruments & Insurance to conserve capital

Life Insurance Health Insurance Fixed Income.

Cashflow Management Service

Short-Term & Long-Term Cashflow Management of Corporates

Mid-Market MSME

Experience hassle-free investing and diversify your portfolio with our comprehensive mutual fund services. Access a wide range of professionally managed funds tailored to your financial goals.
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Mutual Fund, is an important tool for investment and we strongly recommend our clients to diversify into certain Mutual Fund, which compliment our Direct Equity plans.
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We make our clients invest in Direct Plans only and thus reach epitome transparency. We believe in creating wealth and then sharing, hence we work on a recovery model where investors is required to only pay each quarter on the average AUM.
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Out of a universe of more than 1,000 Open Ended Mutual Fund schemes, team Ekvity, microscopically analyses the best MF schemes for investors of various cadres.

The Three-Prolong process consists of

Understanding clients existing MF portfolio and drawing out a distribution of funds, basis the inherent fund asset class and simultaneously match it with client risk profile.

1

Stock SIP is a Systematic tool for Direct Investment in Equity Markets. Like Mutual Fund SIP, Stock SIP aims at creating Long-Term Wealth through Periodic Installment based investment directly in a basket of stocks. So SSIP!

Our Plans

Get in touch with us for more information.

Experience hassle-free investing and diversify your portfolio with our comprehensive mutual fund services. Access a wide range of professionally managed funds tailored to your financial goals.
Transparency

“Trust Creation Leads to Wealth Creation”

  • Personalized Demat Account.
  • Registration of client KYC
  • Funds only Mapped to client A/C.
Integrity

“Honesty prevents a mistake from turning in a failure”

  • Regular Updates by SMS.
  • Real time Portfolio update.
Accountability

“Accountability breeds Response Ability”

  • Fee accrual only on crossing Hurdle Rate.
  • Minimal sharing to aid better, in hand returns.
  • Operational Charge only once in Life.

Samvat Performance

Sr. No Name Samvat 2069 Samvat 2070 Samvat 2071 Samvat 2072 Samvat 2073 Samvat 2074 Samvat 2075 Samvat 2076 Samvat 2077 Samvat 2078 Samvat 2079 CAGR (Pre Covid*) CAGR (Post Covid~)
1 Samvat 60.00% 112.00% 36.00% 8.50% 46.00% -13.50% -1.21% 4.24% 66.00% 5.98% 25.75% 29.90% 30.30%
Post Fees 54.00% 100.80% 32.40% 8.50% 26.57% -13.50% -1.21% 4.24% 59.40% 5.98% 21.19% 27.13% 26.98%
2 MF
SBI BlueChip (G) Fund 6.22% 52.81% 5.00% 8.20% 29.11% -0.17% -0.17% 12.24% 33.12% 8.34% 16.81% 14.65% 20.09%
HDFC Top 100 (G) Fund 3.34% 54.92% -6.63% 8.43% 30.51% 3.03% 3.03% 2.18% 35.27% 14.49% 22.86% 12.87% 24.45%
Birla Sunlife Top 100 (G) Fun 9.30% 46.47% -1.87% 9.59% -2.59% 0.27% 11.49% 12.49% 33.08% 11.37% 20.87% 12.97% 18.62%
3 Index
Sensex 8.25% -8.17% 36.00% 2.31% 5.02% 24.81% 13.83% 17.40% 30.52% 9.76% 11.39% 9.76% 19.26%
Nifty 5.91% 37.46% -7.10% 3.50% 5.02% 24.82% 10.20% 9.50% 30.93% 10.58% 12.61% 10.58% 19.31%
4 Index
Gold MCX -18.69% 2.84% 5.72% 6.24% 2.53% 5.99% 8.65% 18.46% 27.67% -0.97% 29.97% 0.97% 18.09%