Equinox Wealth Consultants
360° Wealth Management
A boutique wealth consultancy offering a holistic perspective on wealth management for individuals and family offices. We bring global expertise to your most important financial decisions.
Our Story
Equinox Wealth Consultants caters to the wealth management needs of individuals (HNIs / Ultra HNIs) and family offices. We partner with our clients to create wealth management plans and investment portfolios customised to their unique needs.
With over 20+ years of extensive global experience of our CIO & Founder, Ms. Palak Shah, we pride ourselves in being a trusted, truly personal and holistic advisor with a global lens.
At Equinox Wealth Consultants, we know the value of long-term relationships and the challenges and opportunities faced in growing, protecting, and passing on wealth.
In all we do, we are inspired by our purpose: creating value beyond wealth with a disciplined, transparent and personal approach.
To deliver performance par excellence, we have partnered with Leader Care — a leading investment firm providing execution and platform services to our clients. With 25+ years of track record, Leader Care manages INR 40+ billion in assets with over 30 locations and 1,000+ employees.
🏛 Wealth Planning
Clarity, transparency, balance — our three-pillar approach to understanding your complete wealth picture, from assets to ambitions.
Know More📈 Investing
A range of investment services and products, customised and tailored to your goals — from growth portfolios to income-generating assets.
Know More🔍 Portfolio Reviews
Help clients review their existing portfolios and fine-tune them for performance, risk alignment, and long-term wealth preservation.
Know More🛡️ Insurance Audit
A comprehensive, independent review of your existing insurance coverage — identifying gaps, redundancies, and opportunities to optimise your protection strategy.
Know MoreOur Solutions
Our approach goes beyond conventional financial planning. We combine investment banking rigour with the personal attention of a trusted family advisor — for individuals and family offices alike.
Comprehensive financial planning covering investment policy, wealth strategy, asset allocation, retirement planning, and succession guidance.
→ 02Customised portfolio creation with access to MFs, AIFs, PMSes, SIFs, gift city products and more — across Debt, Equity and Alternative asset classes.
→ 03Review existing portfolios, analyse performance against benchmarks, provide restructuring guidance, and identify opportunities for optimisation.
→ 04A comprehensive review of your existing insurance coverage — identifying gaps, redundancies, and opportunities to optimise your protection strategy.
→We create a bespoke Investment Policy Statement that defines your objectives, constraints, and risk parameters — the foundation for all investment decisions.
A long-term, goal-based wealth strategy that aligns your finances with your life aspirations — whether building a legacy, funding education, or achieving financial freedom.
Evidence-based asset allocation across Equity, Debt, Alternatives, and Real Assets — calibrated to your risk appetite, time horizon, and liquidity requirements.
Structured retirement plans that ensure financial independence. We model for inflation, longevity, and lifestyle goals to create sustainable income strategies.
We help families plan for the transition of wealth across generations — including estate structuring, trust planning, and family office advisory services.
Our Solutions
We offer bespoke services — including customised portfolio creation across a comprehensive range of investment vehicles, investment management, and access to innovative products across Debt, Equity, Alternatives, Private Placements and global products via Gift City.
Diversified fund options across equity, debt, hybrid and thematic categories — managed by top AMCs.
Individually managed equity portfolios for HNI clients — offering direct ownership and transparent reporting.
Access to Cat I, II & III AIFs — including venture capital, private equity, hedge and real estate funds.
Offering NRIs and global citizens access to domestic Indian markets via a streamlined IFSCA regulatory framework.
Providing global diversification to resident Indians within an Indian regulatory framework.
Targeted exposure to specific sectors, strategies or geographies — for investors seeking precision allocation.
Capital-protected and yield-enhanced instruments customised to client risk-return requirements.
Infrastructure, real estate and commodity-linked products for long-term wealth preservation and income.
Values-aligned investing across sustainability, technology and India growth themes.
Direct access to pre-IPO and unlisted equity opportunities — including cap table investments in high-growth private companies.
NCDs, CDs, and structured credit instruments — offering attractive fixed-income returns outside traditional market channels.
Our Services
Already invested? We help you take stock of where you are, identify gaps, and fine-tune your portfolio to ensure it's truly working for you — not just sitting idle.
Illustrative balanced growth portfolio
*For illustrative purposes only. Actual allocation will differ based on individual profile.
Our Services
Insurance is a critical yet often overlooked pillar of financial planning. Backed by Leader Care, we conduct a thorough, independent audit of your existing insurance portfolio — ensuring your coverage is adequate, cost-effective, and aligned to your life stage and goals.
A comprehensive look at your protection landscape
*For illustrative purposes only. Audit scope tailored to individual client needs.
Wealth Insights
Follow our thought leadership on LinkedIn for regular market insights and wealth education.
Follow on LinkedIn →Get in Touch
We believe every client's financial situation is unique. Reach out to schedule a confidential, no-obligation consultation with our advisory team.
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Your information is kept strictly confidential and will only be used to respond to your enquiry.
Secure Access
Access your personalised wealth dashboard, portfolio reports, and statements through our secure client portal — powered by Leader Care.
New client? Get in touch to set up your account.