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Portfolio Advisory Services (PAS)
Active & tailored portfolio construction, systematic rebalancing and performance attribution.
See PAS →We Listen.
You Are the Wealth.
You deserve a prosperous life and a clear path to financial freedom. AMEquity is committed to serving what truly suits you — with you always at the center.
We provide unencumbered, conflict-free advice with no commissions or hidden incentives. Our fiduciary-first approach focuses on disciplined portfolio construction, transparent reporting, and tax-aware decisions crafted around your goals.
SEBI Registered
Why choose AMEquity?
Diversified equities are time-tested for long-term wealth creation. Our approach is strictly rule-based—we strip away tips, impulse trading, and hidden commissions. We believe wealth grows through disciplined asset allocation and precise goal planning, not market noise. We act as your fiduciary, ensuring every decision is unencumbered, tax-aware, and aligned solely with your financial freedom.
- 25–40 stock portfolios with core holdings
- Stock weight capped (≤12%), sector caps (≤33%)
- Dynamic allocation: equities + debt (5–25%)
Quick Process
- Onboarding & KYC
- Risk profiling & plan
- Execution & monitoring
- Regular reporting & rebalance
Our Offerings
We design curated portfolios and provide personalised advisory using rule-based, research-driven frameworks.
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MFs Advisory Services (MFAS)
Low cost and efficient Direct MFs or ETFs based on Asset allocation, consistency, risk metrics, and TERs.
See MFAS →🧭
Life Financial Planning (LFP)
Goal-based planning — Insurance need, retirement, education, cashflow modelling and tax-aware strategies.
How we plan LFP →Compliances
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Regulatory & Complaint Disclosures
SEBI-mandated disclosures on investor complaints, grievance redressal and compliance audits.
Complaint Status (Current Month)
| Received From | Pending (Last Month) | Received | Resolved | Pending |
|---|---|---|---|---|
| Investors | 0 | 0 | 0 | 0 |
| SEBI (SCORES) | 0 | 0 | 0 | 0 |
| Other Sources | 0 | 0 | 0 | 0 |
Trend of Monthly Disposal of Complaints
| Period | Carried Forward | Received | Resolved | Pending |
|---|---|---|---|---|
| Jan2026 | 0 | 0 | 0 | 0 |
| Dec2025 | 0 | 0 | 0 | 0 |
| Nov2025 | 0 | 0 | 0 | 0 |
| Oct2025 | 0 | 0 | 0 | 0 |
Annual Compliance Audit Status
| Financial Year | Status | Remarks |
|---|---|---|
| FY 2024–25 | N.A. | NIL |
Grievance Redressal:
Investors may lodge complaints directly or via SEBI SCORES. All complaints are handled within prescribed timelines.
View Complete Compliance Disclosure →
Tables (Regulatory / Investment / Client Communication)
| Grievance Redressal / Escalation Matrix | |||||
|---|---|---|---|---|---|
| Designation | Name | Address | Mobile No. | Working Hr | |
| Customer Care | Anand Manish | Kolkata | anand.manish1@gmail.com | 9775035496 | 9AM-6PM |
| Principal Officer | Anand Manish | Kolkata | anand.manish1@gmail.com | 9775035496 | 9AM-6PM |
| CEO | Anand Manish | Kolkata | anand.manish1@gmail.com | 9775035496 | 9AM-6PM |
| Compliance Officer | Anand Manish | Kolkata | anand.manish1@gmail.com | 9775035496 | 9AM-6PM |
Insights & Blog
Equities — a time-tested growth model
Why diversified equities over time and across geographies outperform—high level historical context and tactical notes.
Read →Currency mirage — understanding FX risk
How currency movements mask true returns and what to watch for Indian investors.
Read →Gold: Commodity or Portfolio Stock?
Why we treat gold as a portfolio diversifier and not a guaranteed hedge.
Read →Ready for a conversation?
Schedule a free consultation — no obligations, just a clear plan.
Book a consult