SB
Satish Bhatia
Vice President At Equirus Wealth | Ex-Citi at Equirus Wealth
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Work Experience
Aug 2018 - Present · 6 years and 4 months
Vice President At Equirus Wealth | Ex-Citi
Apr 2022 - Present · 2 years and 8 months
Associate Vice President - Pvt Wealth
Aug 2018 - Apr 2022 · 3 years and 8 months
Citibank India
Manager-Wealth Management-Consumer Banking
Jul 2013 - Jul 2018 · 5 years
Company Details
11-50 Employees
Equirus Wealth is a holistic Wealth Management platform founded in 2018 by a passionate group of seasoned professionals. It was formed with the objective of providing Client Centric, Comprehensive, and Transparent Wealth Management services for Individuals, Families, and Corporates. In 2021, Equirus Wealth recognized as “Best Boutique Wealth Manager – Rising Star, India” by The Asset Triple A Private Capital. Firm ranked 21st & 24th in Net Sales across 1000+ MF distributors in the country in FY21 & FY20 respectively (AMFI data). The firm has a strategic tie-up with Federal Bank to provide Wealth Management services in 1250+ branches across the country & offshore. It has a similar tie-up with DCB Bank across their 300+ branches in the country. Equirus Wealth is present in Mumbai, Delhi NCR, Bengaluru, Pune, Kolkata, Chennai, Kochi, Thiruvananthapuram, Kozhikode and Kottayam. Equirus Wealth is a subsidiary of Equirus Capital, which is India’s leading full-service investment bank for mid-market corporates.
Year Founded
2018
Social Media
LinkedinTwitter
Industry
Financial Services
HQ Location
N M Joshi Marg Marathon Futurex Mumbai, Maharashtra 400013, IN
Keywords
Wealth ManagementMutual FundsPrimary and Secondary DebtReal EstateMarket Linked DebenturesAlternate Investment FundsTax AdvisoryEstate PlanningOffshore ProductsUnlisted Securities
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