Investment & Financial
Services
Embark on a journey with EquiZen where your financial aspirations become the blueprint of our expert investment management strategies. With a commitment to understanding your unique needs, we tailor solutions that not only aim to achieve your financial goals but also empower you with knowledge and confidence in your financial decisions.
Our Key Offerings
Customised Financial &
Investment Solutions
Your financial security is our priority. Our process of creating a customised investment & financial solutions starts with a comprehensive analysis of your current financial status, followed by a detailed discussion of your life goals. We delve into the essence of asset allocation, guiding you to the right mix of investments that align with your aspirations and life stages.
Holistic Financial Assessment
We thoroughly analyse your financial situation, aspirations, and risk appetite to create a bespoke financial solution.
Goal-driven Strategies
Our team designs tailored strategies aligned with your objectives: retirement planning & wealth accumulation.
Ongoing Support
We provide continuous guidance and adjustments to ensure your financial solution remain.
Our Key Offerings
Proactive Portfolio
Monitoring
Our dynamic engagement model ensures you stay informed and in control of your investment portfolio. Through our state-of-the-art monitoring software, you have real-time access to portfolio performance, analytics and transactions. This continuous engagement is facilitated by our intuitive app and platform, designed to offer a seamless review and management experience, hence enabling informed decisions every step of the way.
Real-time Tracking
Rely on our platform for decisive action as we monitor your portfolio's performance on a Half yearly/quarterly basis. Our expert team leverages this data to make informed decisions on your behalf, ensuring your investments are always positioned advantageously in line with your goals.. Trust our approach to portfolio management for optimal outcomes aligned with your financial goals.
Risk Management
Our dedicated team closely monitors market trends and suggests ways to mitigate risks. The initial asset allocation is crafted after considering your risk profile and the financial goals. Looking at the market, we may tweak the portfolio but will always look to meeting your financial goals over the long term.
Performance Evaluation
Experience the advantage of regular reviews and in-depth analysis conducted by our experts. By meticulously assessing your portfolio's performance against benchmarks and objectives, we continuously refine your investment strategy to achieve optimal results and long-term financial success.
How Does it Work?
Step 1: Comprehensive Financial Assessment
We perform a detailed evaluation of your financial status, goals, and risk tolerance to develop a tailored investment solution aligned with your objectives and preferences.
Step 2: Tailored Investment Solution Development
Crafting a custom investment strategy by assessing your financial situation and risk appetite, strategically allocating assets to match your objectives, and employing diversification tactics for risk mitigation and enhanced returns.
Step 3: Prudent Investment Execution
Employing a thoughtful and disciplined strategy in selecting diverse investment vehicles to meet your objectives, while prioritising cost efficiency and maintaining a patient approach amidst market volatility.
Step 4: Active Portfolio Management
We offer frequent monitoring and performance evaluation of your investment portfolio, ensuring alignment with your financial goals through proactive adjustments and optimisation.
Step 5: Rebalancing Investments
Receive personalised guidance and proactive communication to track your portfolio’s performance, adapt strategies through periodic reviews, and make informed decisions aligned with your financial goals and evolving needs.
Why Choose EquiZen?
EquiZen stands apart in the realm of investment management. Our holistic approach is centred on deeply understanding your financial situation, aspirations, and the nuances of your life’s journey. Unlike traditional advisories focused on product sales, our philosophy is grounded in building strategies that reflect your personal goals and dreams. Our commitment is to your success, fostering a partnership that transcends conventional product-focused advisories.
Our Investment Philosophy
Our investment philosophy is a testament to our belief in a balanced approach between strategic and tactical asset allocation. We understand that a well-considered life plan is crucial for informed investment decisions, guiding you towards achieving your objectives with confidence. Our commitment to diversification is unwavering, with a focus on major asset classes such as equity, fixed income, commodities, and real estate. Each plays a vital role in crafting a portfolio that is not only resilient but poised for growth, reflecting our dedication to your financial well-being.
Hear from the our customers themselves
As a newcomer to investing, I had very limited knowledge. Sanjay Parikh patiently explained to me the various avenues of SIP and Mutual funds that I can explore and invest in. The onboarding process was also extremely smooth. Their also lets me easily track and be up to date with information. Overall, the experience has been great, and I would surely recommend to others!
Anusha Kumar
Architect and Urban designer starting a fresh career journey
From my very first meeting with Sanjay, his professionalism and advice has been very engaging. There on, over all our conversations, he unfailingly takes the time to explain everything thoroughly. His in-depth knowledge and guidance in the process of wealth management serves as a constant education.
Cornelia D'Costa
Advertising Professional
I’ve known Sanjay for over two decades. I have relied on his continual advice on financial planning issues. As we worked together on analysing my specific monetary situation, he also helped me grasp basic financial planning terms and concepts. Sanjay has an excellent understanding of my investment, tax and retirement needs, and has created a strategy that assures me of financial security and growth, regardless of market dynamics. I have complete confidence in his advice that I know stems from extensive experience and a genuine desire to help people make the best possible financial decisions. His patient and trustworthy demeanour makes dealing with financial complexities a lot easier. I look forward to working with EquiZen over the next few decades to accomplish all my financial goals.
Dr. Niyatee Shinde
Independent Curator, Photo Historian, Archivist, Art Appraiser & Consultant, India
Schedule a consultation to explore how our expert investment management service can be tailored to your unique financial needs and align with your life goals.
Frequently Asked
Questions
Yes, we provide clients with access to a state-of-the-art online platform to track their investment portfolios, review performance, and initiate transactions securely and conveniently.
EquiZen conducts regular portfolio reviews and adjustments to ensure alignment with your evolving financial goals and market conditions, typically on a quarterly or half yearly basis.
Our experts create personalised investment solutions by thoroughly understanding your financial goals, risk tolerance, and time horizon through comprehensive consultations and analysis.