New Delhi: Wealth management firm Equirus Wealth has launched a next-generation wealth-tech platform designed to streamline portfolio insights, real-time analytics and client-advisor interactions.
The move by Equirus Wealth comes as the firm reports crossing Rs 18,000 crore in assets under management (AUM) and consolidates its position through the recent acquisition of Credence Family Office.
Platform combines advisory with digital tools
The new platform targets high-net-worth individuals (HNIs) and the emerging affluent investor base in India. It offers consolidated portfolio tracking, advanced analytics, and personalised advisory integration—all aimed at creating a more connected and data-driven wealth management experience.
Equirus Wealth’s new platform supports the tracking of net worth across asset classes such as mutual funds, PMS, AIFs, direct equity, provident fund balances and bank accounts.
Equirus Wealth says the digital shift will not replace its advisor-led model but enhance it through a hybrid “phygital” (physical plus digital) approach.
The firm expects this blend of technology and human advisory to play a critical role as it targets Rs 50,000 crore in AUM by FY2028.
Real-time tools and scenario-based simulations
One of the platform’s standout features is its upcoming NLP-powered ‘What-if’ simulator. According to Equirus, the tool will enable real-time scenario planning between wealth managers and clients, offering a more interactive approach to financial decision-making.
Built using OTP-based account aggregator infrastructure, the platform allows multi-currency tracking and the creation of custom benchmarks for performance analysis. It also integrates proprietary research from Equirus’s team of over 35 analysts, who track more than 270 listed companies, to provide actionable investment insights.
Strategic direction and digital expansion
This launch is aligned with Equirus Wealth’s broader strategy of expanding its footprint in India’s competitive wealth management space. The acquisition of Credence Family Office adds to its scale and client base, while the platform rollout indicates a push toward building long-term digital capabilities.
With growing investor demand for personalised, insight-driven financial services, Equirus is positioning itself to meet evolving expectations while maintaining the depth of its advisory experience.
