Equirus Wealth Launches Wealth-Tech Platform, Targeting New-Age Investors

Equirus Wealth, a wealth management firm, has launched a new wealthtech platform that brings together investment tracking, real-time data and expert advice in one place.

The platform is designed for high-net-worth individuals (HNIs) and people with growing wealth. It gives users a full view of their investments, offers detailed reports and allows easy communication with their advisors.

This launch comes as Equirus crosses Rs 18,000 crore in assets under management (AUM). The company also acquired Credence Family Office to expand its services. By 2028, Equirus aims to reach Rs 50,000 crore in AUM.

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The platform blends digital tools with expert human support—offering what the company calls a "phygital" experience (physical + digital). Equirus believes this mix will change the way wealth is managed in India.

With over 35 research analysts tracking 270+ listed companies, the platform provides smart and useful insights. It will soon introduce a new tool powered by AI (called a ‘What-if’ simulator), which lets advisors show different financial scenarios in real time. Equirus says this feature is a first in India’s wealth management space.

Users can track their total wealth across mutual funds, direct stocks, PMS, AIFs, provident funds and bank accounts—everything in real time. The platform also supports multiple currencies and has custom tracking features.

Ajit Deshmukh, Managing Director of Equirus Group, said, "Investors today seek more than just dashboards. They want clarity, insights, and control. This platform responds to that need and reflects our belief that the future of wealth management lies in the seamless blend of personal advisory and smart technology. It is built on years of institutional experience, shaped by the voices of our clients, and powered by technology that is both secure and scalable." 

Sunder Nookala, Head of Tech and Digital at Equirus Wealth, said, "Technology should make wealth advice more personal. Our goal was to move beyond basic aggregation to build a secure, intelligent ecosystem tailored to the investor's journey."

Equirus offers tailor-made investment products like Smallcap PMS and exclusive venture funds focused on tech, fintech and deep tech sectors—especially for HNIs and ultra-HNIs.

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