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Our 6 guiding principles
At Equest Capital, our aim is to assist you in identifying your goals and get you started towards achieving them with prudent investments and risk management practices. Â In this task, these 6 principles are our constant guide.
One Stop Solution
Be your trusted partner across a broad spectrum of products and services so that you find everything you need to be financially secure under one roof.
Value Consciousness
Believe in ‘return of capital and not just return on capital’. Be strong propagators of value investing, and any advice or service we offer is to be aligned to this philosophy.
Consistency
Only advise funds, companies and products that come with a long-term pedigree. Never blindly pick popular stocks, sectors and products; instead have an eye for consistency.
Simplicity
Only suggest insurance for covering risks and never push it as an investment option. Keeping insurance and investment products separate simplifies the portfolio to achieve optimum returns with safety.
Rationality
Operate with no bias towards any asset class. Believe in judicious asset allocation and investing based on current market valuations. Always focus on what serves and not what sells.
Individuality
Firmly believe that no two clients are the same, and hence no two portfolios can be. Each portfolio structure should be customised based on risk profile and investment horizon.
Stages of Financial Planning
Financial Planning is essential at every life stage and has to be customised to fit your specific needs at that age. At Equest Capital we assist you at every step to create the most beneficial financial plan for you and your family.
25-60 yrs
Wealth Accumulation
Investment Plan, Asset Allocation, First Home, Retirement Planning, Children Higher Education Planning, Insurance Protection
50-55 yrs
Wealth Protection
Retirement Income Planning, Second Home, Long Term Care Planning, Trust Planning
55+ yrs
Wealth Distribution
Estate Planning, Annuities, Risk Free and Tax efficient Investing and Withdrawals