The genesis
Equest Capital was born out of the intent to provide relief to three of the biggest customer pain points – one, undue emphasis on products over advice; two, limited knowledge of investing and three, rampant mis-selling, especially of insurance.
Our aspiration as a firm is hence to counter these three issues and stay true to our role as wealth advisors who are here to advise; not sell a service. In that sense, Equest Capital is here to safeguard your interest and make investing as user-friendly and transparent as possible.
Our founder
Our founder, Amit Kumar is a PDGM graduate who has worked in the financial services industry for over a decade and has experience in Equity Research, Equity Sales Trading and as a Relationship Manager to high-net-worth clients. Since the past few years, Amit has also been active in real estate investments and loan advisory.
Having partially witnessed the bull cycle across asset classes in the last decade and then the subsequent fall post-2008, my views towards advising are more model or valuation based rather than the rear view mirror approach applied in the industry. I truly believe that past decade was an aberration, and our portfolios cannot be constructed with models which don’t question those historical assumptions.
Amit Kumar, Founder, Equest Capital
Our Customers
Our services, at Equest Capital are designed keeping in mind all kinds of customers, including the salaried and self-employed. We also offer bespoke services to senior management employees and entrepreneurs. To know more about our bespoke services please get in touch with us.
