and institutions seeking to grow their wealth while managing risk.
18 YEARS OF QUALITY
SERVICE IN INVESTMENT
We have been deep into the hearts of financial ocean and have swim into the stormy tides to make sure we provide you the best financial solution depending on your condition and needs through Different product bucket investments including mutual funds, Stocks, PMS, fixed deposits, bonds, and more.
Our Services
At EquityNest, we help you define your financial goals, time horizon, and risk appetite. Based on these, we customise the right investment avenues for you.
EquityNest offers you personal interactions, a wide array of financial products, and a robust online platform. We evaluate investments based on a variety of factors: safety, liquidity, returns, convenience, ticket size, taxability of earnings, etc. We offer a wide range of products to help you diversify your portfolio.
Mutual Funds
It is widely acknowledged that investing in Mutual Funds is one of the most effective ways to deploy your capital in pursuit of achieving your financial life goals.
PMS / AIF / FOF
Access professional Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Fund of Funds (FOF) offerings through EquityNest Asset Services to diversify and enhance your investment portfolio.
Corporate FDs & Bonds
Diversify your portfolio with Corporate Fixed Deposits and Bonds, offering higher returns compared to traditional FDs, along with flexible investment tenures.
Taxes Planning
Tax planning is an essential tool to optimize your financial well-being by reducing your tax liabilities and increasing your disposable income.
Direct stocks
"Simplify your stock market journey with EquityNest, your trusted intermediary for secure investments."
Darshit Patel
Founder
EquityNest
Who We Are
At EquityNest, we are dedicated to helping you achieve your financial goals through personalized wealth management strategies.With over 18 years of exemplary experience in the financial services industry, he has mastered the intricacies of equity markets, investor psychology, and behavioral finance.
A trusted advisor and strategist, he has played an instrumental role in enabling countless clients to surpass their financial objectives. At EquityNest, he is dedicated to shaping a dynamic and forward-thinking culture, underpinned by his innovative philosophy in wealth management.
WHY CHOOSE US
Client-Centric Approach
We believe in a client-centric approach to wealth management. This means that your needs and aspirations are at the forefront of everything we do. We take the time to understand your financial situation, allowing us to create personalized strategies that align with your objectives. Our commitment to your success drives us to go beyond traditional wealth management services.
dedicated team
Our dedicated team of financial experts is committed to your success. With extensive experience in the financial services sector, we work collaboratively to develop customized solutions tailored to your unique needs and goals. You can trust that our professionals are focused on your best interests.
24/7 supports
At EquityNest, we understand that financial decisions can arise at any time. That’s why we offer 24/7 support to address your inquiries and provide assistance whenever you need it. Our team is always available to guide you through your financial journey.
