Equirus Wealth announces launch of its next-gen wealthtech platform, targeting new-age investors

Wealth management firm Equirus Wealth today announced the launch of its next-generation Wealth-Tech platform that combines portfolio insights, real-time analytics, and advisory tools in one place.

The platform is aimed at transforming the way wealth is managed for India's growing base of high-net-worth individuals (HNIs) and emerging affluent investors. It offers a complete portfolio view of your investments, detailed analytics, smart research reports, and smooth interactions between advisors and clients.

Rs 18,000 crore in AUM

This launch comes as Equirus Wealth crosses Rs 18,000 crore in assets under management and further strengthens its position with the acquisition of Credence Family Office. The platform blends the power of digital tools with the advisory model Equirus is known for, delivering a "phygital" (physical + digital) experience to clients.

The firm said that this blended approach of tech plus human expertise is what Equirus believes will redefine wealth management services in India.

It also aims to achieve Rs 50,000 crore in AUM by 2028. The firm aims to empower investors—ranging from emerging affluent individuals to ultra-high-net-worth clients—with a smarter, more connected way to manage and grow their wealth.

Leadership comments

Ajit Deshmukh, Managing Director of Equirus Group, said, "Investors today seek more than just dashboards. They want clarity, insights, and control. This platform responds to that need and reflects our belief that the future of wealth management lies in the seamless blend of personal advisory and smart technology. It is built on years of institutional experience, shaped by the voices of our clients, and powered by technology that is both secure and scalable." 

Sunder Nookala, Head of Tech and Digital at Equirus Wealth, added, "Technology should make wealth advice more personal. Our goal was to move beyond basic aggregation to build a secure, intelligent ecosystem tailored to the investor's journey."

Providing actionable insights

With over 35 in-house research analysts tracking more than 270 listed companies, the platform integrates proprietary research to ensure clients receive actionable insights. 

The platform's standout feature is the soon-to-be-launched NLP-powered 'What-if' simulator, which will allow wealth managers to engage in real-time, scenario-based conversations with clients. Equirus claims this is a first in the Indian wealth industry, positioning the platform at the forefront of advisory engagement. 

Designed with modern investors in mind, the platform allows users to track their total net worth across asset classes—including mutual funds, PMS, AIFs, direct equity, provident fund balances, and bank accounts—in real time.

Built on OTP-based account aggregator infrastructure, it offers advanced analytics, multi-currency performance tracking, and custom benchmarks.

Equirus Wealth specializes in personalized investment solutions for High-Net-Worth Individuals (HNIs) and Ultra HNIs. The firm offers a diverse range of innovative products, including customized equity strategies, Smallcap Portfolio Management Services (PMS), and exclusive venture funds focused on technology, fintech, and deep tech sectors.