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Start A Good Plan

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Grow Your Business

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Our Services

Financial Planning

Equista helps you manage your money to achieve your goals. We offer personalized and professional financial planning services for all your needs. We create and update a realistic, comprehensive, flexible, and consistent financial plan that matches your risk and values. With Equista, you can enjoy financial literacy and wellness.

Wealth Management

Equista helps you handle your money to achieve your goals. We provide personalized and professional investment management services for all your needs. We select and monitor a portfolio of assets that match your risk and values. With Equista, you can grow your wealth and enjoy financial literacy and wellness.

Portfolio Management Services

At Equista, we offer you personalized and professional PMS that cater to your specific needs. We have a range of PMS strategies that cover different market segments, themes, and styles. Our PMS are backed by a robust research team and seasoned portfolio managers who ensure optimal performance of your portfolio.

Loan Against Securities

Need money without selling your securities? Get a loan against securities from equista. Pledge your assets and get funds for any use. Enjoy low interest rates, overdraft facility, and prepayment option. Apply online and get instant approval. Unlock the potential of your securities with equista.

Bank Auctions

Bank auction properties offer a cost-effective and transparent way to homeownership. Priced lower than market rate, these repossessed properties present a great investment opportunity with a variety of residential to commercial options available. However, due diligence is crucial as these properties are sold ‘as-is’ and may come with certain liabilities.

Alternative Investment Funds

Explore the power of diversification with our AIF services. We provide access to a wide range of non-traditional assets, expert management of complex investments, and transparent operations and reporting. Remember, while higher returns are possible, they come with higher risks. Always consult a financial advisor.

We are help you to grow your business

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  • Years Experience
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