Our Story
Equinox Wealth Consultants caters to the wealth management needs of individuals (HNIs / Ultra HNIs) and family offices. We partner with our clients to create wealth management plans and investment portfolios customised to their unique needs.
With over 20+ years of extensive global experience of our CIO & Founder, Ms. Palak Shah, we pride ourselves in being a trusted, truly personal and holistic advisor with a global lens.
At Equinox Wealth Consultants, we know the value of long-term relationships and the challenges and opportunities faced in growing, protecting, and passing on wealth.
In all we do, we are inspired by our purpose: creating value beyond wealth with a disciplined, transparent and personal approach.
To deliver performance par excellence, we have partnered with Leader Care — a leading investment firm providing execution and platform services to our clients. With 25+ years of track record, Leader Care manages INR 40+ billion in assets with over 30 locations and 1,000+ employees.
Wealth Planning
Clarity, transparency, balance — our three-pillar approach to understanding your complete wealth picture, from assets to ambitions.
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A range of investment services and products, customised and tailored to your goals — from growth portfolios to income-generating assets.
Know MorePortfolio Reviews
Help clients review their existing portfolios and fine-tune them for performance, risk alignment, and long-term wealth preservation.
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A comprehensive, independent review of your existing insurance coverage — identifying gaps, redundancies, and opportunities to optimise your protection strategy.
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