Equirus Wealth offers complete financial planning and investment management solutions to individuals, families, and businesses, focused on achieving their goals.

Finance

Equirus Wealth

Ajay Garg

Krishna Chauhan

Ashwin Herle

Sandeep Gogia

Nirav Shah

Venkatraghavan S.

Ashish Agarwal

Bhavesh A. Shah

The Investment Analysis team at Equirus Wealth is responsible for conducting in-depth research and analysis of investment opportunities, market trends, and financial instruments. By leveraging their diverse expertise, including equity research and institutional analysis, the team provides valuable insights to guide investment strategies and optimize client portfolios, ensuring alignment with individual and institutional financial goals.

Investment Analysis

The Leadership Team at Equirus Wealth is responsible for setting strategic direction, ensuring operational excellence, and fostering a culture of innovation and collaboration. Comprising experienced managing directors and vice presidents, this team drives the company's vision of delivering tailored financial planning and investment management solutions to clients, while also overseeing team development and performance across various functions.

Leadership Team

The Sales and Marketing team at Equirus Wealth is responsible for driving growth and expanding the client base through strategic outreach and relationship-building. This team leverages institutional sales expertise, early-stage venture capital insights, and digital marketing strategies to promote Equirus' comprehensive financial planning and investment solutions, ensuring alignment with the unique goals of individuals, families, and businesses.

Sales and Marketing

The Finance and Compliance team at Equirus Wealth ensures the integrity and transparency of financial operations while adhering to all regulatory standards. They oversee financial planning, risk management, and compliance protocols to protect the company's assets and uphold the trust of clients. Additionally, they manage human resource policies to foster a compliant and ethical workplace environment.

Equirus Wealth

Org chart

Teams

Investment Analysis

Leadership Team

Sales and Marketing

Finance and Compliance

Offices

Equirus Wealth

Org chart

Teams

Investment Analysis

Leadership Team

Sales and Marketing

Finance and Compliance

Offices

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