Equinox Investment Advisors
We provide advisory services for wealth creation and fulfilment of life goals through investment in Equities, Mutual Funds and Debt instruments.
What we do
Investment Advisory
Financial planning varies a lot depending on many factors like life stage, investible surplus, risk appetite, ability to take financial risk, investment horizon, etc.
For example, financial plan for a young couple with low existing savings but ability to invest regularly every month would differ from the plan for a middle-aged household having higher existing corpus but lower ability to save every month. Similarly, exposure to higher yielding but volatile securities like equities would be dependent on individual risk appetite, ability to take financial risk, and investment horizon.
The first level of engagement with the client involves understanding the above parameters. A suitable investment plan is drafted accordingly. It is then discussed and an action plan is given to achieve the desired goals.
WHAT WE DO
Stock Advisory
For investors having existing equity exposure or wishing to create an equity portfolio, we provide stock advisory services based on fundamentals. The principal objective of this service is to generate wealth by investing in listed equities.
Our advice shall be in the form of an opinion and should be considered as such by the client to make his final decision. We are not liable for any loss whatsoever that the client may incur in accepting this opinion.
Investors desiring to take this service are requested to note that investment in equity markets is subject to high risk and no surety of return or accuracy of any kind is guaranteed.
Why Choose Us
Extensive Experience
25+ years experience
Professionally Qualified
Certified Finance Professionals
SEBI Registered
Regn. No. INA100017186
No Hidden Fee
100 % Transparency
Tailored For You
Personalized advice
Research Driven
Fundamental research
