Zero Conflicts, Full Fiduciary
We work exclusively for you. By eliminating commissions, we provide 100% unencumbered advice, ensuring every recommendation is in your best interest.
Our Fiduciary Promise →We Listen.
You are the true wealth.
You deserve financial clarity, purpose, and a roadmap to lasting prosperity. At Amequity, you remain at the center of every decision — with advice that’s genuinely conflict-free and always in your best interest.
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?
Currently not accepting advisory clients.
Unencumbered Advice. Uncompromised Outcomes. Born from a mission to provide disciplined portfolio guidance free from the distractions of commissions or conflicts of interest.
IPS-Driven Allocation
Governed by a formal Investment Policy Statement (IPS), we maneuver volatility using asset allocation tailored to your risk and life goals.
How we use IPS →Disciplined Construction
Whether Passive Indexing (MFAS) or Optimized Stocks (PAS), our portfolios are built on rigorous, risk-adjusted return parameters.
View Frameworks →Behavioral Coaching
We act as your anchor during market vagaries, providing disciplined rebalancing to ensure you stay the course toward financial freedom.
Our Philosophy →Our Offerings
We design curated portfolios and provide personalised advisory using rule-based, research-driven frameworks.
Portfolio Advisory (PAS)
Active & tailored portfolio construction, systematic rebalancing, and professional performance attribution.
See PAS →Mutual Fund Advisory (MFAS)
Low-cost Direct MFs or ETFs based on asset allocation, consistency, and optimized Expense Ratios (TER).
See MFAS →Financial Life Planning (FLP)
Goal-based planning—Insurance, retirement, cashflow modelling, and tax-aware strategies.
How we plan LFP (sample) →Quick Process
- Onboarding & Risk profiling
- Documentation & KYC
- Asset Allocation Design
- Monitoring & Rebalance
Compliances
🛡️
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 |
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
Growth is Simple - Never it is different
“Of course, long-term equity success depends not merely on time, but on entry valuations, capital discipline, and the economic regime in which growth unfolds.”
Read →Analogy of an Unimpressive persona
“Markets, much like society, have a bias for appearances…”
Read →Gold: Commodity or Portfolio Stock?
Why we treat gold as a portfolio diversifier and not a guaranteed hedge.
Read →Ready for a conversation?
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