Everyone dreams about a perfect retirement.
Are you prepared to make it come true?

Savings & Investment
Your age, savings and goals can make a big difference

With Health Insurance on your side,
a medical crisis won't wipe out your savings !

We help you manage your finances, so you're free to focus on what's really important

Savings & Investments

Whether you want to save for a rainy day or invest for the big things in life, we can help you plan for a future you’ll love.

Protection

When you truly love your family, your assets or your business, you protect them as best you can.

Retirement & Pension

Whatever you want from retirement – travel the world, spend time with friends or family.

1+

Happy
Clients

1

Awards
Won

1

Years of
Experience

We are a Full-fledged Wealth Management Firm

Get good guidance. Make good decisions. Be good at life.

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.

Everyone dreams about a perfect retirement.
Are you prepared to make it come true?

Savings & Investment
Your age, savings and goals can make a big difference

With Health Insurance on your side,
a medical crisis won't wipe out your savings !

We help you manage your finances, so you're free to focus on what's really important

Savings & Investments

Protection

Retirement & Pension

1+

1

1

We are a Full-fledged Wealth Management Firm

Get good guidance. Make good decisions. Be good at life.

Member
of

Member
of

Authorized &
Regulated by

Authorized &
Regulated by

Looking for expert advice about Investments and Insurance?

Everyone dreams about a perfect retirement. Are you prepared to make it come true?

Savings & InvestmentYour age, savings and goals can make a big difference

With Health Insurance on your side,a medical crisis won't wipe out your savings !

We help you manage your finances, so you're free to focus on what's really important

Savings & Investments

Protection

Retirement & Pension

1+

1

1

We are a Full-fledged Wealth Management Firm

Get good guidance. Make good decisions. Be good at life.

Member of

Member of

Authorized & Regulated by

Authorized & Regulated by

Looking for expert advice about Investments and Insurance?

Everyone dreams about a perfect retirement.
Are you prepared to make it come true?

Savings & Investment
Your age, savings and goals can make a big difference

With Health Insurance on your side,
a medical crisis won't wipe out your savings !

Member
of

Member
of

Authorized &
Regulated by

Authorized &
Regulated by