Equirus Wealth Forays into HNI Broking to Provide Customized Investment Solutions
February 28th, 2023, Mumbai: Equirus Wealth, one of India’s leading distribution platforms for wealth products, has today announced its foray into the High-Net-Worth Individual (HNI) broking. The firm’s latest move is aimed at providing customized investment solutions for HNIs, a market segment that requires a unique investment approach and a more personalized experience.
Through its HNI broking platform, Equirus Wealth aims to provide a comprehensive suite of services that cater to the specific investment needs of HNIs. The platform will leverage the deep research capabilities within the group, expertise in equity markets, and extensive network to offer personalized and differentiated investment solutions.
Commenting on the launch, Mr. Ajit Deshmukh, Managing Director, Equirus, said, “Our foray into the HNI broking is a natural extension of our wealth product offerings. As a firm, we are committed to providing customized investment solutions that cater to the unique needs of our clients. With deep research capabilities within the group and expertise in equity markets, we are well-positioned to offer our clients a differentiated investment experience that is tailored to their investment goals. The last few years have seen us scale new heights – the Wealth and AMC business at Equirus Wealth now oversees an AUM close to Rs 5,000 crores. With the launch of the HNI Broking Platform, Equirus has added another feather to its cap”.
“We are excited to offer HNI clients a platform that is designed to meet their specific investment needs. Our platform combines cutting-edge technology with deep research insights and personalized services, providing clients with a seamless investment experience,” said Ms. Shilpa Gupta, Managing Director and Group Chief Operating Officer, Equirus.
Equirus Wealth’s HNI broking platform will offer a range of investment solutions in the equities space. The platform will also provide HNIs with access to the firm’s research reports, investment ideas, and insights on the equity markets.
