Equirus Wealth

iOS Universel / Finance

Equirus Wealth App – Your All-in-One Wealth Management Solution
The Equirus Wealth App is designed to give you complete control over your investments, making wealth management seamless, insightful, and efficient. With advanced tools, real-time insights, and a user-friendly interface, managing your portfolio has never been easier.

Key Features:

Portfolio at a Glance
• Comprehensive Dashboard – Get a consolidated view of your investments across mutual funds, PMS, AIFs, and direct equities.
• Asset Allocation Insights – Understand your portfolio distribution across asset classes to optimize risk and returns.
• Offshore Investment Portfolio- Easily track the current USD value of your offshore investments.
• Performance Tracking – Monitor your investment performance with detailed historical trends and growth charts.


Smart Market Insights
• Real Time Market Updates – Stay informed with stock market movements and sector trends, ensuring you make timely decisions.
• Curated Research Reports – Gain access to in-depth research and expert market insights from Equirus Wealth.
• Personalized Alerts – Receive real-time notifications on key market changes, portfolio updates, and investment opportunities.

Exclusive Investment Opportunities
• Top-Tier PMS & AIFs – Invest in high-performing Portfolio Management Services and Alternative Investment Funds.
• Pre-IPO & Private Equity – Explore exclusive investment opportunities beyond public markets.
• Curated Mutual Fund Strategies – Choose from expertly selected mutual funds tailored to your financial goals.

Intelligent Tools & Analytics
• Portfolio X-Ray – Analyze your holdings with deep insights into sectoral exposure, diversification, and risk assessment.
• Goal-Based Investing – Align your investments with specific financial goals like retirement, wealth creation, or tax savings.
• Sector & Theme-Based Investment Ideas – Discover emerging trends and sector-specific strategies for higher returns.

Seamless Transactions
• One-Tap Investments & Redemptions – Buy, sell, or switch investments effortlessly.
• Auto-Invest (SIP & STP) – Set up systematic investment and transfer plans for disciplined wealth creation.
• Instant Order Execution – Execute trades smoothly with a secure and fast transaction process.

Secure & Personalized Experience
• Biometric Login & Multi-Factor Authentication – Keep your investments safe with advanced security features.
• Customized Watchlists – Track your favorite stocks, funds, and themes with personalized watchlists.
• Family Portfolio View – Manage multiple family portfolios in one place for a consolidated investment approach.
Expert Support & Assistance
• Dedicated Relationship Manager – Get expert guidance and personalized wealth management advice.
• In-App Chat & Call Support – Connect instantly with our team for queries and investment assistance.
• Knowledge Hub – Learn and stay updated with blogs, videos, and educational content on wealth management.

Experience smart wealth management with the Equirus Wealth App – Invest with confidence, anytime, anywhere!

Quoi de neuf dans la dernière version ?

- XIRR of Offshore products is now visible in holdings list
- Security enhancement by intuitive prompting for biometric authentication enrollment
- Improved discovery of carts created by your Relationship Manager
- Users can now sync additional demat accounts from NSDL & CDSL if one account is already synced
- Details of Bonds, Structured products can now be viewed from portfolio
- Other subtle process improvements and enhancements