About Us
Your go-to partners for all-round financial expertise with our Investment,
financial and management consulting services—for individuals, companies
and institutions.
Our Story
With a foundation built on transparency and client-centricity, EquiZen transcends conventional financial advisories by offering holistic solutions tailored to each individual’s unique aspirations and goals. Our entrepreneurial story was started by Sanjay Parikh, a distinguished CA and CFA with over three decades of diverse experience across consulting, manufacturing, insurance and asset management. Sanjay’s vision of client focus, coupled with his extensive expertise, will shape EquiZen into a beacon of trust and excellence in the realm of financial consultancy.
Driven by a passion for empowering clients to make informed decisions, EquiZen stands apart by prioritising client suitability over product sales. From investment and financial solutions for individuals (enabling achievement of investment goals) to management consultancy and educational nuances for learners (grooming them for financial certifications like Mutual Funds, PMS and RIA). Our management consulting services will enable robust processes and strong corporate governance practices to build a sustainable business over the long term. Our expertise in financial and capital markets can help students learn about investment products and the financial industry and capitalise on them by obtaining NISM certifications.
SANJAY PARIKH
Sanjay’s journey began with a four-year tenure at Arthur Andersen’s tax division, where he honed his skills in Indian and international tax laws. Subsequently, he spent five years at the Aditya Birla Group HQ, working closely with various manufacturing sectors and service industries. Later, his role as head of Product Management at a life insurance company provided him with a deep understanding of insurance products. Over the next thirteen years, Sanjay served as CFO/COO at four different Asset Management Companies, focusing on mutual fund operations, finance and customer service. His most recent stint was with the largest Portfolio Management Services company, where he further solidified his expertise in financial services.
Our Mission
We are dedicated to helping people achieve their life goals through proper financial life planning. We lay the groundwork for your financial growth and efficiency by demystifying financial concepts and translating them into easy-to-understand steps.
Our Values
We are guided by unwavering ethics, integrity, a wealth of knowledge and experience, prioritising client centricity and transparent communication to empower your financial journey.
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