Our Team

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OUR TEAM

Darshit Patel

FOUNDER

Darshit Patel is an accomplished financial professional and the founder of EquityNest, a trusted name in Investment Distribution and Wealth Management. With over a decade of experience, he is known for delivering insightful, reliable, and client-centric financial solutions.
Guided by a strong commitment to integrity and excellence, Darshit believes in putting clients first—offering transparent and result-oriented strategies to help them achieve their financial goals.
Under his leadership, EquityNest has become synonymous with personalized wealth management, where every investment strategy is thoughtfully aligned with clients’ long-term aspirations.
“Our journey is built on trust, guided by expertise, and driven by the belief that financial success is achievable for all.”

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Abhigna Patel

Partner

Abhigna Patel is a finance professional with over 4 years of experience in the investment industry. As a Partner at EquityNest, she specializes in customer relationship building, ensuring strong client engagement and long-term trust.
She is known for her client-first approach, clear communication, and ability to understand individual financial needs, helping clients stay aligned with their investment journey. Her focus remains on building lasting relationships while contributing to consistent and sustainable growth for clients.

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Rasik Patel

Partner

With over 30 years of diverse experience spanning education and investments, Rasik Patel brings a rare blend of knowledge and practical insight. He has consistently played a pivotal role as a mentor, guiding and nurturing businesses with a long-term vision. His strength lies in developing people, shaping strategies, and fostering sustainable growth through disciplined and value-driven leadership.

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Smita Patel

Partner

Smita Patel is a Partner in the firm, contributing to its growth with a strong sense of commitment and professionalism. She plays a key role in supporting business operations and strengthening client relationships, ensuring a seamless and trustworthy experience. Her approach is rooted in reliability, attention to detail, and long-term association building.

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Yanshi Agrawal

OperationsManager

Yanshi Agrawal is a dedicated operations professional with over 3 years of experience in the investment industry. She plays a key role in ensuring smooth execution of processes, client servicing, and operational efficiency.
With a strong understanding of investment workflows and compliance, Yanshi brings accuracy, discipline, and reliability to daily operations, contributing significantly to delivering a seamless client experience.

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