Equinox Wealth Consultants
360° Wealth Management for HNIs, UHNIs & Family Offices in India
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. 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.
To deliver performance par excellence, we have partnered with Leader Care, a leading investment firm with a 25+ year track record managing INR 40+ billion in assets.
Read Our Full StoryWealth Planning
Clarity, transparency, balance — a complete picture of your wealth, from assets to ambitions.
Know MoreInvestments
A range of investment products customised to your goals — from growth portfolios to income-generating assets.
Know MorePortfolio Review
We help clients review existing portfolios and fine-tune them for performance and risk alignment.
Know MoreInsurance Audit
An independent review of your existing coverage — identifying gaps and opportunities to optimise.
Know MoreQuestions
What HNI, UHNI and NRI clients usually ask us before we begin. Something else on your mind? Ask us directly.
We work with high-net-worth (HNI) and ultra-high-net-worth (UHNI) individuals, NRIs and family offices in India who want one trusted partner looking at their entire wealth picture, from investments and insurance to succession.
Under SEBI rules the minimum investment is ₹50 lakh for Portfolio Management Services (PMS) and ₹1 crore for most Alternative Investment Funds (AIFs). We help you decide whether these products fit your plan before you commit.
Yes. Funds set up in GIFT City (IFSC) let NRIs and global Indians invest in dollar-denominated structures with India exposure. We help NRI clients compare GIFT City options with onshore routes.
We study your existing mutual fund, PMS, AIF and direct holdings for performance, risk, overlap and cost, then give you a clear list of what to keep, trim or change. More on portfolio review.
An independent look at your life, health and general insurance: whether cover matches your family's needs, where there are gaps and where you are paying for policies that no longer serve you. More on insurance audit.
Book a confidential first conversation by calling +91 91677 65363 or emailing contact@equinoxinvest.in. We start by understanding your goals before recommending anything.