Equirus Wealth, one of India’s fastest-growing wealth management firms has launched a new, integrated Wealth-Tech platform—a first-of-its-kind move in the Indian wealth landscape. Having just crossed Rs 18,000 crore in assets under management (AUM) and expanded its client base with the acquisition of Credence Family Office, Equirus Wealth is now aiming for Rs 50,000 crore AUM by 2028. This latest tech platform isn’t just a tool—it’s a strategic shift toward offering phygital (physical + digital) wealth management that caters to a new generation of HNIs and emerging affluent investors who want both personalized advisory and tech-driven autonomy.

Actionable Analytics and Smart Research

The platform integrates Equirus' proprietary research—backed by over 35 in-house analysts covering 270+ listed companies—delivering timely insights you can actually act on. No more relying on generic third-party summaries.

NLP-Powered Scenario Planning

Perhaps the most exciting feature is the soon-to-launch 'What-if' simulator, which uses natural language processing (NLP) to enable scenario-based conversations with your wealth advisor. Want to model how a change in interest rates, market dips, or real estate appreciation could impact your portfolio? You’ll be able to do that in real time.