equityedgeinv@gmail.com
Mumbai

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9029132746

HELPING YOU TO GROW YOUR WEALTH

EquityEdge Investments the financial hub is a one-stop financial solutions provider. We understand your financial objectives and make appropriate plans to ace them. We believe in creating long-term wealth for the investor with a range of financial services like Mutual Fund, Equity, Commodity, Currency, Debt instruments, Fixed Deposit, Gold Investment and Alternate Asset Products.

“WHEN YOU ASK , YOU’LL LEARN THAT WE’RE ALL ABOUT YOU”

HOW IT WORKS?

Here are the 3 working steps on success.

COLLECT DATA

Your risk profile, past investments, your prefernces and concerns – all are considered here.

PORTFOLIO BUILDING

Based on the data collected, schemes in the portfolio are decided. Asset allocation principle is also considered.

PORTFOLIO REVIEW

Depending on nature of portfolio, review frequency and date is decided. Re-balancing of portfolio can happen here, if necessary.

Strategic Planning Process

We can be your ideal investment partner on your path to become rich.

Create Wealth

Accumulation of assets over a long period of time. A major example of wealth creation is a retirement plan.

Meet Goals

To help you get started on your financial goals through budgeting, saving and building your credit.

Save Tax

Learn more about Different Tax Saving schemes and Investments to reduce the Taxable Income in India.

Be Rich

The key to growing your wealth is to start early and make regular investments and be rich

Service We Offer

Investment Planning

Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.

Retirement Plan

It is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as, travelling, pursuing a hobby.

Fix Deposits

 This is best suited for conservative investors who don’t want to take any sort of risk and are happy with moderate returns only

Mutual Fund

A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.

Children’s Future

As a parent, you have always tried to give the best of everything to your child. Then why should you compromise on your child’s future.

Goal Planning

Finance goals can help you find effective ways to spend and save money, both at work and in your personal life.

Abhishek Salvi
    Abhishek Salvi

    Manager at SBI Bank

    I’m really happy with the help I got from EquityEdge Investments for my mutual fund investments. Huge thanks to Nikhil for guiding me every step of the way and making the investment process super easy for me. Nikhil’s expertise and focus on customer satisfaction made the whole investment process smooth & stress free.

    Nisha Rai
      Nisha Rai

      Change Manager at ITC Infotech

      Few days back I was planning to do some investments in order to save my taxes and got in touch with EquityEdge Investments.They not only helped me invest but also explained the best mutual fund options based on my goals. I highly suggest EquityEdge for anyone interested in mutual fund investments.

      Shubham Talegaonkar
        Shubham Talegaonkar

        Quality Analyst at QualityKiosk Technologies

        EquityEdge Investments provided great support and guidance in choosing the right mutual fund from so many available options and helped me to start my SIP journey.

        Laxmi Ramakrishnan
          Laxmi Ramakrishnan

          CEO at DigiTech

          Me and my husband are using the services of EquityEdge Investments for our investment purpose. We are delighted with the promptness of service and the guidance to direct our valuable money the right way. We are extremely satisfied with their methodology and would recommend their name. Go for EquityEdge for your future investments, today.

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