Who are we?
Equimonk Private Limited is a prominent financial services firm, specializing in providing a spectrum of businesses to corporations, financial institutions, high net-worth individuals and retail investors. Known for diverse product base such as Mutual Funds, Health Insurance, Life Insurance, PMS, Corporate Fixed Deposits, etc., we assist our clients in making the optimal investments in a variety of equity and debt schemes.
100+ CR
Total AUM
100+
Clients
10+ Years
Experience
Our Vision
Our vision is to be recognized by clients as the trusted partner. To be a niche player among financial services firms by serving the spectrum of businesses to corporations, financial institutions, high net-worth individuals and retail investors. We also envisage ourselves to be the leading financial products distribution firm in India, providing innovative products and services that empower our customers to achieve their financial goals.
Our Mission
Our mission is to make financial products more accessible and affordable to all Indians, enabling them to build secure financial futures. We strive to provide superior customer service, innovative products, and innovative solutions that make access to financial products easier and more efficient. We are committed to empowering our customers to make informed decisions and to become financially secure.
Our Services
Our investment planning procedure combines all facets of your financial life—liabilities, insurance, investments, financial planning, and taxes—into a single, all-inclusive plan that takes care of every aspect of your particular wealth management needs.
Mutual Funds
We as mutual funds distributors are devoted to giving clients reliable financial advice and services. We have the expertise and understanding to assist you in achieving your financial objectives through offering you access to a broad selection of mutual funds.
Health Insurance
We have been working with various Health Insurance Companies for last few years and have established ourselves as one of the most reliable and trusted distributors in the market.
Life Insurance
We understand the importance of life insurance and want to make sure you have the right coverage. Life insurance is a type of insurance that provides financial coverage to the insured's family in the event of the insured's death.
Portfolio Management Schemes (PMS)
Portfolio Management Schemes (PMS) in India offer investors a wide range of investment services and strategies tailored to meet their unique financial goals. PMS is a type of mutual fund that is managed by a professional portfolio manager.
Corporate Fixed Deposits
Corporate fixed deposits in India offer an attractive way to invest money and earn a high rate of return. Corporate FDs are provided by companies and are considered to be a safe and secure form of investment.
Value Added Services
We understand that your financial needs are unique. That’s why we provide a range of services to meet your specific requirements. Our value-added services are designed to help you make informed decisions about your finances and achieve your financial goals.
Start Investment Planning in 4 easy Steps
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1
Fill in the Form
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2
Hit the Submit Button
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3
Our Official will connect with you
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Sit Back and Enjoy
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Testimonials
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Anil Sharma
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Customer
I have been a customer of Equimonk for nearly 2 years and I am extremely pleased with the level of service and attention I have received from their team. They are always willing to answer my questions, provide advice, and help me make informed decisions about my financial future. I have found their services to be reliable, trustworthy, and extremely helpful in helping me reach my financial goals. I highly recommend Equimonk to anyone looking for financial guidance and assistance.
Diksha Vyas
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Customer
The financial services I received from this Equimonk were top notch. They offered superior advice and guidance every step of the way. They truly went above and beyond to ensure that my financial goals were met. I couldn't be more pleased with the services provided, and I highly recommend this firm to anyone looking for quality financial services!
Anita Sharma
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Customer
I've been receiving the services from Equimonk for over a year and I can honestly say that they have made my life so much easier. They provide an excellent range of services, from retirement planning to investment advice, and they always make sure I'm getting the best possible advice. The owner is knowledgeable, friendly, and always willing to answer any questions I have. I highly recommend this firm to anyone looking for a financial services provider.
Urmila Hebalkar
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Customer
I have been using the financial services of this firm for several years and have been consistently pleased with their services. They have provided me with sound advice, been prompt in responding to my inquiries, and have always been willing to go the extra mile to ensure my complete satisfaction. I highly recommend their services to anyone in need of reliable and trustworthy financial advice.
Angad Kumar Sharma
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Investor
I've been using the financial services offered by this firm for last one year, and I'm truly impressed with their commitment to my financial wellbeing. They take the time to understand my goals, and they help me develop strategies to reach them. I've seen my investments grow significantly, and I'm confident that I'm in good hands with this firm.
Chandadevi Sharma
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Investor
I've been a client of Equimonk for over a year now and I've always been very pleased with the level of service and expertise that I've received. The owner is always very helpful and knowledgeable and they've provided me with the best advice and guidance so that I can make the most of my investments. I highly recommend them to anyone needing financial guidance.
We take Data Security very seriously
None of your collected data is shared with any third parties without your consent and hence you can trust us with your data. We even don’t collect any of your data using cookies or anything else, while you’re using our website.
Our AMC Partners
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Our Insurance Partners
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