As a Trusted Investment Advisor (Ekvity Investment Advisors) & wealth manager, we understand our customers financial goals and aid them in managing, protecting & growing their wealth with our broad wealth management service plans. We have a wide range of investment services that are designed to meet clients financial and investment needs. We believe in not only providing wisdom in terms of investment management but also deliver their vital business needs on a platform of product innovation and performance.
The wealth management services offered include:
We take pride in providing assets which create long term value. We have developed a niche of providing shares of companies in the process of hitting the Indian Capital Markets. Initial Public Offering or IPO is the first sale of shares by a private company to the public.
We strive to help our clients to stay ahead by informing them of the upcoming IPO stocks and also give them an opportunity to get an early entry into the company by bringing them the opportunity to buy Pre-IPO shares.
We completely understand that investors, at times, find it difficult to go through the documents and understand the implications of the data mentioned therein. To remove this pain point, we provide our clients with the essential data of the forthcoming IPOs along with an overview drafted by our team of experts.
We currently deal in the following companies
Interested in investing with us? Please share your details and we will get back to you shortly!
The shares of the following companies are available only on request.
Interested in investing with us? Please share your details and we will get back to you shortly!
Fixed income is an asset class that returns an amount to you on a regular schedule. The most common are pensions, bonds, and loans. Fixed income as an asset also includes certificates of deposit, savings accounts, money market funds, and annuities which are generally short-term in nature. You can also invest in fixed income securities with bond mutual funds, exchange-traded funds, and fixed income derivatives.
Government bonds, Corporate Bonds, Debentures (NCDs), Tax free & Taxable bonds, Interest Rate Futures and Corporate Fixed Deposits are few types of fixed income securities which an investor can purchase or sell through primary as well as secondary market.
It ensures a fixed return or income and balances risk involvement and protects the capital to the extent invested in debt instruments.
It reduces the overall risk of an asset allocation or investment strategy weighted heavily in the stock market.
Fixed income securities are more stable than pure equity holdings
It provides investors with a steady stream of income generated from a portfolio's balance. Bonds, preferred stocks and CDs all pay steady dividend and interest payments to investors, creating a consistent cash inflow to investors.
Reduces tax expense by investing in tax free bonds.
Insurance Planing, is a foundation stone to Financial Planning universally. Insurance Planning, hedges various risks and threats that materialise on the triggering of the risks.
An insurance plan is not just pivotal for a business or its key-man but also for individuals and families for protection of the current lifestyle in an event of an unfortunate turmoil.
Amongst an array of available insurance plans, Ekvity understands the requirement of its clients and pictures down a comprehensive coverage analysis, with a mix of existing & required coverage to overcome untimely exigencies.
We understand personal as well as business risk and charter a plan to help clients feel secured from the most likely threats.
Our insurance selling is need based and not return based.
The core principles of our entity are:
We at Ekvity believe that investment avenues should have doors opened for everyone. We have created our plans and services which are suitable for every common man so that they don’t lose on the opportunities.
To become financially independent, you need to become our client. There are two ways to become our esteemed client.
Pre-IPO means buying / selling shares of the company before it's IPO i.e. before it gets public / listed on the stock exchange.
You will buy these shares from us. Shares shall be transferred from “Ekvity Ventures LLP’s” Demat account to your / investor’s Demat account. Yes, shares will be in the Demat form only and generally, the minimum lot size to buy is 100 shares per scrip.
Once the deal is confirmed by both the parties, we sign a Deal Confirmation Letter on the company's Letter Head consisting the details of the deal and the involved parties.
Shares shall be transferred on the same day if we receive the funds before 2 p.m.
You can trade / transact in shares as many times as you want before the IPO. Once the company gets listed, the shares will be under lock-in for a period of 1 year from the date of IPO.
Yes, we will update you on any material impact to your investment (company news, new funding rounds, secondary transactions or indicators to new valuation).
Funds can be transferred from an investors’ bank account corresponding to his/her Demat account only and vice-versa.
It has been great experience, as I get timely updates on already bought shares and which shares I should be investing in. Am extremely happy with the services provided by Ekvity. Now with timely updates about stocks, I feel I'm on right track of investment. The after service has always been great because of stock price, Guide on Listed stocks, Stock News insights and great customer support.
My experience with Ekvity Ventures LLP has been really awesome. The team has always been on their toes no matter what! The main difference I felt was the engagement with clients. There has been a lot of informational posts over the various messaging apps and other means like phone calls and e-mails. I have come across very few who have sound knowledge of technical and fundamental analysis. It is great and my absolute pleasure to have got a chance to be their client. I would love to recommend Ekvity to anyone who wants their finance managed efficiently!
It is my pleasure to be associated with them as a customer since the last year. My experience with dealings with them have been quite smooth. All transactions were absolutely transparent, which encouraged a newcomer like me. It became even better as the dealings increased during the year, even at the personal level. The advisory services to the customer may be followed without any reservations as I have found myself. Any newcomer as well as stalwarts in the line should look no further & be engaged with Ekvity Ventures for their financial progress.
My experience with Ekvity has been quite satisfying. The relationship and trust that the Ekvity team has managed to develop in a short span of 3 months is commendable. The responses are prompt and attitude professional which surely differentiates them from the run of the mill finance firms we find in the market. Not only are they good finance professionals but are also remarkable professional advisers who always think on a client's long-term perspective. With my horizon of investment being of at least 5 years if not 10+ it has been difficult for me to find a finance professional who could understand this. With Ekvity they have been able to understand and appreciate my viewpoints and managed to advise me keeping that in mind.
He has been a stock market enthusiast since the age of 17. With an experience stretching over almost a decade, he has seen several cycles of Indian Capital Market. He has worked at Ernst & Young (E&Y) for Three Years. He has conducted several financial planning seminars in Tier-II cities, as he believes in it being an explosive opportunity. An entrepreneur should have the ability to persevere in any kind of environment, and he believes in much more than persevering. He can serve as a classic case of facing your challenges, head-on. As an adventurer & an explorer, he loves taking risks, something that has also helped him achieve his targets for his company.
To sum it all up, he should be your go-to Finance Guy!
Here’s his favorite quote, which suits his inclinations,
"Your time is limited, so don't waste it living someone else's life. Don't be trapped by dogma, don't let the noise of others' opinions drown out your own inner voice. And most important, have the courage to follow your heart and intuition"
When you think about guys in finance, you build an image of a serious guy in a suit, with a phone he is constantly talking on, telling you that you don’t know anything about finance in your head. Well, think again because he is one of the few who likes breaking the stereotypes. He is a CFA Level III candidate with a master’s degree in commerce and has a deep understanding of financial companies. After having an initial stint with PricewaterhouseCoopers, his passion for being an entrepreneur led him to set up Finstream Consultancy LLP.
Being a sportsperson always instils a value of integrity in you. The same is the case with him. It is a value which he thinks is missing in this industry and is that something he wants to fix.
A lot can be said about a person from their favourite quote and his being,
"Remember, Hope is a good thing, maybe the best of things, and no good thing ever dies"
Senior Executive - Digital Marketing, Content Creation
The newest addition to our team is our new Digital Marketing guy who joined us in April. After two years of word-of-mouth marketing, we realized that there was a whole different set of audience waiting for us out there that we still hadn’t even reached. His basic job requirements include creating blogs & articles about relevant topics to educate the young investors and the whole digital marketing part as well. He believes in taking calculated risks and does not mind to venture in to the unknown. His inquisitive nature makes it easier for him to constantly find new platforms for us to establish ourselves on.
His favourite quote is,
"You can’t sell anything if you can't tell anything"
As a company offering services like Pre-IPOs, etc., sales form an integral part of our revenue source. Sneha, while executing sales, makes sure that the deal goes through smoothly and everyone goes home a winner. She constantly tries to bring out new ways for client engagement and follows-up even after the deal has gone through. She is calm, dedicated and optimistic which all in turn help her to do her best at the job! Prior to joining us in August 2017, she worked at Brickwork Ratings India Limited and SBI Capital Securities Ltd for almost two years. She always goes around recommending people to read her favourite book, Subroto Bagchi's "SELL - The Art, the Science, the Witchcraft".
Her favourite quote is,
"Make a customer, not a sale"
You need a graphic designer more than you think at Ekvity. We constantly try to bring the best data to you, Shridhant (we call him Sidhhant) helps in making the boring data quite attractive. His duties aren’t specifically defined, but on most days, he makes & edits videos, designs our reports among the thousand other things. He’s worked for half a decade in this field, before joining us in March. Along with this, he is also a National Level Athlete.
His favourite quote is,
"Stay away negative people. They have a problem for every solution"
Equity Research Analyst
Shiv has lived in five different cities and has been tracking the Stock Market for almost half a decade. Shiv is our go-to Research guy! He has an insatiable thirst for knowing his stuff. Having worked in MNCs like FactSet Systems and CRISIL for a little more than two years prior to joining us, he works here as an Equity Research Analyst, researching companies, sectors and trends. In short, he likes making sure that the money you trust us with never fails you. Being an Army Man's son, he believes in discipline and making sure he’s always done his homework.
As he likes to quote Charlie Munger,
"Knowing What You Don't Know is More Useful Than Being Brilliant"
Senior Executive - Accounts & Finance
As a Senior Executive in Accounts & Finance, the major part of Sangita’s job is to look at the taxation and accounting aspects of the deals that we close or the clients that we get on board. Her job ranges from making simple accounting entries to making tax implication charts for our clients. She prepares Financial Reports, recommends financial actions by analysing accounting options and this makes her an integral part of our team. She is dedicated, honest and inquisitive. She has been a part of the accounting field with a work experience of almost half a decade.
Her favourite quote is,
"You Are Never Too Old to Set Another Goal or to Dream a New Dream"
Shivangi joined us in August as our office administrator. She was a Front Desk Executive at her previous job, where she worked for almost two years after which she felt the need for a change in job. Shivangi enhances our clients’ experiences with her friendly nature, bubbly personality, and excellent customer service skills. Her upbeat attitude makes her a favourite with our clients and staff. Shivangi's duties include providing support to the office staff, managing correspondence, executing payroll, planning events and making sure everyone in the office is happy in the workplace. She firmly believes in being transparent which goes well with our clients as well.
She firmly believes that,
"Dreams Don’t Work Unless You Do"
1. IPO DETAILS
Company: Laurus Labs Limited
IPO Lot Size: 35 Shares Per Appln.
Price Band: INR 426 - INR 428
MIN. App. Size: INR 14,980.00 (No Ret. Disc)
Date: 6 - 8 December 2016
2. Company Background
Incorporated in 2005, Laurus Labs Ltd. is Hyderabad based pharmaceutical company. Laurus Labs is in the business of manufacturing generic active pharmaceutical ingredients (APIs) for therapeutic areas of antiretrovirals (ARVs) and Hepatitis C. Company also manufacture APIs in oncology and other therapeutic areas. Company’s strategic and early investments in R&D and manufacturing infrastructure has enabled it to become one of the leading suppliers of APIs in the ARV therapeutic area to multi-national pharmaceutical formulation companies which cater to the large and fast-growing "donor-funded access-to medicines markets" of Sub-Saharan Africa, South-East Asia and Latin America. During the financial year 2016, LLL sold its APIs in 32 countries. The company also has growing synthesis and nutraceutical/cosmeceutical ingredients businesses.
Larsen & Toubro Infotech Ltd, (LTIL) is an associate of Larsen & Toubro group. It is one of India's global IT services and solutions companies. In 2015, NASSCOM ranked it as the sixth largest..Larsen & Toubro Infotech Ltd, (LTIL) is an associate of Larsen & Toubro group. It is one of India's global IT services and solutions companies. In 2015, NASSCOM ranked it as the sixth largest.
We are a leading Financial Service provider that mainly emphasizes on Tailor-made solutions in the areas of Unlisted / Pre-IPO Shares, Wealth Management, Insurance Planning and Mutual Funds. Ekvity established its footprint in the autumn of 2015 (Earlier known as Finstream Consultancy LLP) and today the enterprise manages assets over INR 500 Million. Through strong Value picking principles and superior risk management policies, we have delivered an industry leading performance with a CAGR of ~66% (Time frame: 3 years). Through our roots in the Financial Capital of India, we strive to achieve a PAN India client base. With a lower financial product penetration in the Tier I & II cities, we also endeavour to cash in the current uptick in the financial awareness amongst these cities.
We offer customized solutions to our clients that allow them to meet their strategic financial objectives. Through our bespoke financing solutions, we enable our clients to pursue ambitious growth strategies and execute value-creating transactions.
A strong relationship backed by our past performance, is the most valuable intangible advantage and brings a competitive edge in the current industry dynamics. We have also maintained strong clientele relationship across various Financial Institutions (FIs) and High Net Worth Individuals (HNIs). We get pleasure in managing our Clients wealth with equal zest and enthusiasm to outperform.
We have highly experienced and professional team who have experiences stretching across various areas of capital markets. With an indigenous skill set, each one of them brings a unique capability matrix to the enterprise. With core focus on salaried individuals and SME / MSME space, the opportunity is humungous and the organisation seeks to have a fair share in the Indian growth story. We have planted a culture that highlights strong orientation towards excellence. We pride ourselves on our integrity, passion, commitment and strong clientele focus.
Our vision is to develop a sense of financial independence amongst our investors. Through an attempt at providing financial solutions for the masses, EVLLP aims at touching lives of many with its acute sense of financial advisory. We want to harness a community of young investors and entrepreneurs and also wish to sustain a strong network with them.
A clear mission leads to a brighter vision. Through our customised solutions, we seek to build a transparent financial advisory mechanism and would offer to assist the next generation in taking wiser investment decisions. With our wealth management function and financial services, we envision ourselves as a catalyst in the field of personal finance. The penultimate goal of the organisation would be to not just manage wealth but create it!
Interested In Investing?