• Safeguarding what you’ve built with thoughtfully designed Life and Health Insurance solutions

• Guiding you in building and managing a Mutual Fund Portfolio that reflects your dreams, risk appetite, and time horizon — so your money grows with purpose, not just performance

• Helping you navigate Income Tax Filing and Compliance with clarity and confidence

From protecting your present to planning your future, we act as your trusted financial partner — walking beside you, reviewing your progress, and adapting your plan as life evolves.

With Equitrus Edge, you don’t just get product recommendations — you gain a relationship built on trust, understanding, and long-term commitment.

At Equitrus Edge, we partner with people from all walks of life — helping them bring structure, clarity, and purpose to their finances. We work with:

• Business Owners – to protect and grow their enterprise wealth

• Salaried Professionals – to turn savings into long-term freedom

• Freelancers & Consultants – to bring stability to variable income

• Retirees – to create reliable income for life

• NRIs – to manage India-based wealth with ease and compliance

We resonate with individuals who prefer steady, long-term growth over quick wins, and who value the simplicity of making thoughtful financial choices that stand the test of time — because true wealth is built patiently, one wise decision at a time.

At Equitrus Edge, meaningful financial progress happens when values and approach align. We’ve seen our methods work best for individuals who think long term and appreciate the quiet power of discipline.

If you’re someone who prefers a different pace or philosophy, our model may not be the right fit — and that’s perfectly fine.

You may find our approach less suitable if you:

• Seek quick wins or frequent portfolio changes to keep up with market noise

• Feel uneasy unless you’re tracking returns daily or comparing them with others

• Track investments every few days, expecting immediate results

• Believe online platforms or free tools can replace deep, experience-based guidance

• Enjoy the DIY approach but struggle to stay objective when emotions take over

• Place greater importance on short-term costs rather than the long-term value of consistent, wellreasoned decisions.

We don’t define clients by how much they invest — we care about how they think. The real results — the kind that bring freedom and peace — don’t appear overnight. They unfold slowly, for those who stay the course.

At Equitrus Edge, we don’t chase what’s “best” — we build what’s right for you. True wealth creation isn’t about predicting which investment will top the charts this year; it’s about creating a structure that works throughout.

What makes the difference isn’t a single investment — it’s the framework around it:

• A Balanced Asset mix aligned with your goals, time horizon, and comfort with risk

• Periodic Reviews and Rebalancing to keep your plan on course

• A focus on the Entire Portfolio’s Progress, not short-term rankings

Our role is to design a disciplined, goal-focused investment plan that stays relevant long after today’s “best” investment loses its shine.

Because real success in investing comes not from chasing performance — but from staying committed to a plan that’s built for you.