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.

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