Invest Smarter, Not Harder with Equiwiz
30Years
Consulting Experience
25KK+
Satisfied Customers
Discover the Benefits of Partnering with Equiwiz
Equiwiz is your trusted partner in financial growth, offering access to diverse investment options including stock market funds, fixed deposits, mutual funds, and private equity investments. With expertise in risk management and personal portfolio management, we aim to help you achieve financial stability and growth.
Explore MoreOur Expertise to Empower Your Financial Success
A wide variety of investment and trading opportunities are at your disposal, allowing you to choose the path that aligns with your financial goals. Explore options that cater to both beginners and seasoned traders alike.
Benefits We Offer
Elevate your financial journey with our customized solutions designed to maximize your returns and simplify investing.
High-Yield Returns
10M+
Trusted Investors
Advanced Tools
Diversified Assets
Expert Support
Services We Offer
Discover our comprehensive range of financial services designed to help you achieve your financial goals with ease and precision.
Portfolio Management
Tailored investment strategies for long-term growth and short-term gains, aligned with your financial goals.
Stock Market Trading
Access advanced platforms and expert insights for trading and investing in stocks for wealth creation.
Mutual Funds
Explore top-rated funds to achieve your financial goals with a diverse range of mutual fund options.
Insurance Solutions
Personalized insurance solutions for comprehensive coverage and long-term financial security.
Fixed Deposits
Secure your savings with AAA-rated corporate fixed deposits offering competitive interest rates.
Derivatives & Currency Trading
Amplify profit potential with high-leverage trading opportunities in derivatives and currency markets.
Financial Services Roadmap
Our financial services roadmap ensures that we deliver innovative and client-focused solutions. Each stage represents a step towards empowering our clients with secure, profitable, and transparent financial growth.
Financial Market Research
P1A deep dive into market trends and customer financial goals. Our research helps us design strategies tailored to enhance portfolio performance, mitigate risks, and identify high-potential investment opportunities.
Strategic Financial Planning
P2Comprehensive planning to align our services with client needs and industry regulations. This phase ensures seamless integration of financial tools, creating a roadmap for wealth generation and protection.
Innovative Product Design
P3Crafting financial products like mutual funds, SIPs, F&O trading solutions, and insurance plans tailored to meet diverse client objectives. Our focus remains on flexibility, security, and growth.
Seamless Implementation
P4Rolling out products and services with cutting-edge technology. Our implementation phase focuses on user-friendly interfaces, real-time updates, and hassle-free onboarding.
Client Onboarding & Support
P5Ensuring a seamless onboarding process backed by 24/7 support. Our dedicated advisors assist clients in navigating their financial journey and optimizing their portfolios.
Growth & Expansion
P6Expanding our services and solutions to cater to a broader client base. By leveraging technology and market insights, we ensure sustainable growth for our clients and our firm.
Meet Our Official Partner
We are proud to collaborate with Motilal Oswal, a leader in financial services, to bring you top-notch trading and investment solutions.
Motilal Oswal
Motilal Oswal is renowned for its excellence in equity trading, portfolio management, mutual funds, and wealth creation. Together, we aim to provide unmatched investment and financial growth opportunities for our clients.
connect with our Clients
We love connecting with our clients to hear about their experiences and how we can improve.
The above testimonial is about Martha Chumo, who taught herself to code in one summer. This testimonial example works because it allows prospective customers to see themselves in Codeacademy’s current customer base.
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The above testimonial is about Martha Chumo, who taught herself to code in one summer. This testimonial example works because it allows prospective customers to see themselves in Codeacademy’s current customer base.
Frequently Asked Questions
Find answers to common questions about our investment solutions, trading platforms, and financial services. Still have questions? Contact us for personalized assistance.
Opening a Demat account with Equiwiz is simple! Visit our website, fill out the online application form, upload the required documents like PAN and Aadhaar, and your account will be activated within minutes.
Equiwiz offers expert research, personalized investment strategies, zero brokerage on IPOs, and access to a wide range of financial products, including stocks, mutual funds, and PMS.
Your investments are completely secure with Equiwiz. We partner with trusted entities like Motilal Oswal and follow all SEBI regulations for transparency and safety.
We provide access to a wide range of financial products, including equity, mutual funds, SIPs, IPOs, fixed deposits, insurance, and more.
You can track your portfolio 24/7 using our advanced trading platform. View real-time updates, detailed analytics, and performance insights with ease.
Yes, Equiwiz makes IPO investments seamless with zero brokerage and UPI-enabled applications. Pre-apply for IPOs with just a few clicks.
