WHO WE ARE

We are Equity Street Investment Advisor, a SEBI registered financial investment advisory firm based in Bangalore. We offer personalized financial planning and advisory services to a diverse range of clients including Non Resident Indians, Entrepreneurs, HNW Individuals and young professionals seeking expert financial advice.

Equity Street Investment Advisor was founded with a vision to provide customer specific financial plans and solutions to individuals looking to grow, diversify and preserve their wealth. We focus on personalized services and a client-centric approach to build long-lasting relationships with our clients based on trust, transparency, confidence and exceptional service.

WHAT WE DO

FINANCIAL PLANNING

  • Personalized financial planning services to meet specific financial life goals.
  • Customized & well structured financial models based on life goals, client risk profile and financials.

FINANCIAL ASSET MANAGEMENT

  • Client specific financial asset services to create long term client wealth.
  • Client specific asset allocation & equity diversification to optimise risk return reward.

RETIREMENT PLANNING

  • Customized retirement planning and strategies ensuring financial security during happy retired years.
  • Suitable asset allocation and investment diversification as per client risk profile.

ADVISORY SERVICES

  • Comprehensive advice and report tailored to specific investment decision requirements of clients.
  • Advice on financial assessment of new projects and investment decisions.

WHO WE ASSIST

NRI'S

Seeking customised & personal financial guidance for investing in India while living abroad, growing their wealth sustainably with trust , confidence and long term relationships.

ENTREPRENEURS

Seeking financial advice to manage their financial assets by optimizing risk reward and asset allocation strategies.

YOUNG PRO'S

Seeking guidance on building a strong financial foundation, planning for future milestones with long term investment strategies.

TO BE RETIREES

Seeking secure retirement planning and ensuring financial stability in their golden years.

CONTACT US

MAHESH THANGARAJU
SEBI Registered Investment Advisor

Mahesh is a seasoned professional with over 25 years of industry and investment experience. His passion for investments has not only brought him financial freedom but also helped him switch over to investment career at the age of 49, allowing his ambition to pursue his investment journey full-time. With a mission to share his experience of compounding magic in investments, Mahesh is dedicated to helping NRI peers, aspiring early retirees and young professionals cultivate their own investment hunger and achieve financial freedom.

With a deep-rooted passion for investments and a proven track record of success, Mahesh is a trusted investment advisor and mentor to those looking to grow their wealth and secure their financial future. As he continues on his entrepreneurial journey, Mahesh remains steadfast to empower others to take control of their financial destinies and create a life of abundance and freedom through prudent financial planning and smart investing.

Mahesh holds an MBA in Finance & Operations from S P Jain institute of Management Mumbai (Dubai campus) and also completed level 1 &2 Investment Advisor certification courses from NISM (National Institute of securities market established by SEBI).

mahesh.thangaraju@gmail.com

+91 9629484649

TALK TO US

For any investment advisory requirements please reach out to us as below!

IMPORTANT LINK

INVESTOR CHARTER

Equitystreet Investment advisor is an Individual registered Investment Advisor (RIA) SEBI Reg.No. INA000019363 | Validity 2nd July 2024 – Perpetual | BASL membership ID 2185

Proprietor : MAHESH THANGARAJU, +91 9629484649 Address : A504, Brigade Exotica , Old Madras Road, Before Budigere Cross, Avalahalli, Virgo Nagar post , Bangalore 560049

SEBI Office Details: SEBI Bhavan BKC, Address: Plot No.C4-A, 'G' Block Bandra-Kurla Complex, Bandra (East), Mumbai - 400051, Maharashtra | Tel : +91-22-26449000 / 40459000 | Email: sebi@sebi.gov.in SCORES: https://www.scores.gov.in/ | SMARTODR: https://smartodr.in/login
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