EquiDet
@equidetin
Kolkata, West Bengal Financial ServicesOverview
About EquiDet
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.
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.