EquiDet Infolio Wealth Pvt. Ltd. is an AMFI registered Mutual Fund Distributor. ARN No : ARN-270866.
As India's Youngest Wealth Manager, our aim is to help investors create the highest possible risk-adjusted returns over the long term by building differentiated ACTIVE investment portfolio strategies that investors cannot generally execute by themselves.
EquiDet InFolio Wealth is a Private Limited company incorporated in May 2023 with an aim to provide complete Wealth Management Services for Individual, Family, Small Business & Corporate. Our wide range of financial products and services provides you a digital platform for investment under one umbrella. When it comes to servicing our clients, we ensure that we go beyond the limit and resolve customer queries on high priority with Zero unsatisfied customers till date. We believe, managing investment is a long-term commitment & a responsible job including next-generation wealth transfer and hence we maintain the trust & Faith of customers by regular engagement in understanding the requirements of all investors onboard.
Vision:
To Restructure the Model of Financial planning and become most Trusted Financial services company in the world by providing Ethical, Unbiased and Need based Financial Solutions to every Segment of the Investors.
• To transform every Earner as an Investor, which in turn will contribute towards the financial economy of our Nation.
• Right platform to learn, develop skills in effective work culture & maintain work-life balance with good career growth.
Mission:
Extend our reach to every family in their financial journey of Accumulation, Growth and Protection phase with the help of our wide range of financial product basket and proficient guidance.
Company Details
- Employees
- 4
- Founded
- -
- Address
- Kolkata, West Bengal, In
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.equidet.com
- Keywords
- Wealth Management, Financial Planning, Portfolio Management, Retirement Plannig, Debt Planning and Management, Equity Investment, Mutual Funds, Insurance Planning, Bonds, Alternate Investment, Loans.
- HQ
- Kolkata, West Bengal
Equidet Questions
Equidet's website is http://www.equidet.com
Equidet's LinkedIn profile is https://in.linkedin.com/company/equidetin
Equidet has
4 employees.
View email and phone details for 4
employees at Equidet.
Equidet's industry is
Financial Services
Equidet's top competitors are
Fundsindiapartner,
Aarya Consultants,
Capsage,
Ace Financial Services,
Prism It Global,
Aaa Rating Consultants And Advisors,
Wealthapp,
Rakhecha Finserv,
Gtf - A Stock Market Institute,
Perfect Finserv Llp.
Equidet's categories are Financial Services
Equidet's founding year is 2023
