Trust us with your most important assets like family, finances and future.

Founded in June, 2006 by Mr Girish Jogalekar, Equitable Wealth & Investments initially began as an agency for advising & distributing LIC policies. Over the years, it has evolved itself into a full-fledged wealth management firm.

Mr Girish, a post graduate in Finance & Insurance, has a strong experience of the financial industry and is a Million Dollar Round Table (MDRT,USA) Qualifier.

We give bespoke planning for any of your life milestones - Retirement, Child Education, Wedding, Buying A Car or a House of your own

We understand that everyone has different priorities & no two individuals are the same. So, we take time to listen to you & find out what matters to you most. We then draw a financial plan that is tailor-made for you.

Our goal is to provide you clarity & peace of mind; we remove the stress of managing your finances by helping you navigate the complexities of the options open to you.

We are based in Pune & have spread out to Mumbai, Bangalore, Sangli-Miraj providing bespoke, strategic, independent advice to our clients.

Maintaining our trusted reputation for providing an exemplary level of expertise, tailored to individual needs is critical to us.