About EquityEdge Investments
Your one-stop financial partner in Mumbai, helping 500+ families grow and protect their wealth.
Spreading financial awareness, one family at a time
EquityEdge Investments is a one-stop provider of financial solutions. We follow our passion, backed by expertise and experience. From the start, our journey has been about spreading financial awareness at every level of society, and making our clients' lives safe, secure and wealthy.
Over the years, we have expanded our range of services with our clients' needs and benefits in mind. Extensive, unbiased research before we recommend any product, and best-in-class after-sales service, are the pillars of everything we do.
We are an AMFI-registered Mutual Fund Distributor, serving more than 500 satisfied clients in India and abroad. We have established ourselves as a dependable, expert team for investments and insurance.
We offer personalised financial planning and wealth management, because we believe your financial needs and aspirations are as unique as you are, and deserve to be addressed properly. Design, implementation and review are at the heart of every service we offer.
To us, every client relationship is long-term. Forever. We consider our clients our extended family.
Your portfolio, at your fingertips
As we have grown, we have focused on technology and making our services easy to access, right at your fingertips.
Every client gets an individual login to view their portfolio dashboard anytime, anywhere. We keep you updated throughout, without fail. We help you understand the reports and analysis of your investments and insurance, and guide you on what to do next.
We stay transparent throughout. Our most valuable asset is you, and your faith in us. We value that above everything.
Why clients choose us
Quality
“People forget how fast you did a job, but they remember how well you did it.”
Responsibility
“To say you have no choice is to relieve yourself of responsibility.”
Honesty
“It is better to suffer for truth than to prosper by falsehood.”
Reliability
“I believe fundamental honesty is the keystone of business.”
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