Products & Services

Everything you need to grow, protect, and simplify your wealth.

Helping You Make Smarter Money Decisions.

We offer best services to our clients

Mutual Funds

Mutual funds have a simple primary stated objective i.e. beat the underlying benchmark with the least possible volatility. This is easier said than done because constituents stocks have a correlation with the underlying.

Tequity Investing has devised an investment process to identify outlier funds. The process starts with identifying outlier stock selection. We believe that past performance is not a guarantee of future outperformance. So we have developed an investment process to predict future outperformance. Contact us to know more about this process

Direct Equity

Direct equity Investments are often done with a stated objective of beating mutual funds or index funds returns. This is again easier said than done.

We at Tequity Investing have observed that retail investors often are at the losing end of the spectrum in direct equity investments. With this in mind, we have developed a stock selection process that is unique in many ways. The results? Contact us to know more about it.

Alternate investments

Alternate investments like fractional assets are attractive investments, but often come with challenges like liquidity issues and lack of control over the underlying asset. We help our investors assess these risks and then take a call regarding such investments.

Insurance

Insurance is not just about protection—it’s a cornerstone of smart financial planning. Whether it’s life, health, or critical illness insurance, getting the right coverage can safeguard your wealth and ensure peace of mind. At Tequity Investing, we don’t sell insurance—we help you understand what you actually need. We analyze your current portfolio, life stage, liabilities, and dependents to recommend the right mix of protection without overpaying for unnecessary cover.

Unlisted Equities

Unlisted equities are attractive investment opportunities, but come with many challenges. The biggest one of these challenges is ‘information asymmetry’. SEBI LODR (listing obligations and disclosure requirements) are not applicable to unlisted equities. Hence, the information available with company insiders is often not disclosed in public domain. This is often misused by company insiders to offload shares before a negative event / grab shares before a positive event

Start Your Financial Journey with us

Products & Services

Everything you need to grow, protect, and simplify your wealth.

Helping You Make Smarter Money Decisions.

Mutual Funds

Direct Equity

Alternate investments

Insurance

Unlisted Equities

Call (+91) 97642 89714

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