As India's Youngest Wealth Manager, our aim is to help investors create the highest possible risk-adjusted returns over the long term by building differentiated ACTIVE investment portfolio strategies that investors cannot generally execute by themselves. EquiDet InFolio Wealth is a Private Limited company incorporated in May 2023 with an aim to provide complete Wealth Management Services for Indiv
idual, Family, Small Business & Corporate. When it comes to servicing our clients, we ensure that we go beyond the limit and resolve customer queries on high priority with Zero unsatisfied customers till date. We believe, managing investment is a long-term commitment & a responsible job including next-generation wealth transfer and hence we maintain the trust & Faith of customers by regular engagement in understanding the requirements of all investors onboard. Vision: To Restructure the Model of Financial planning and become most Trusted Financial services company in the world by providing Ethical, Unbiased and Need based Financial Solutions to every Segment of the Investors.
• To transform every Earner as an Investor, which in turn will contribute towards the financial economy of our Nation.
• Right platform to learn, develop skills in effective work culture & maintain work-life balance with good career growth. Mission: Extend our reach to every family in their financial journey of Accumulation, Growth and Protection phase with the help of our wide range of financial product basket and proficient guidance. Nagendra Kumar- Founder:
Nagendra Kumar is Wealth Head of EquiDet. Post his graduation from Bangalore University, Nagendra did his PGDBRM from Manipal School of Banking, Bangalore and MBA in Finance from GlobalNxt university, Malaysia. His educational background, past experience, current skills along with multiple certifications including Award in International Wealth Management makes him eligible to perform as Wealth Manager for his investors by doing Goal based financial planning through various Equity and Debt investment products. Sathya Subramani - Co-Founder:
An ambitious, passionate entrepreneur is dynamic and flexible with a broad range of skills. Her diversified experience makes her typically responsible for shaping the vision, driving innovation, competitiveness, and long-term strategy of the company’s success. She is working with the team to set the overall direction, mission, and goals of the business, building strategic plans & ensuring that their vision aligns & company grows. She plays a crucial role in creating and executing strategies for branding, and product positioning. She set the tone for leadership, employee engagement, quality, compliance and a positive work environment, often creating the values and practices that define the company's identity.
