Equitree Capital - Home
Equitree Capital - Home
AboutPhilosophyInsight CenterContactInvestor login

Empanelled distributors

The distributors empanelled to offer the portfolio management services of Equitree Capital Advisors Private Limited. Each is registered with the Association of Portfolio Managers in India (APMI).

Distributors
80
Cities
17
List as on
12 Nov 2026

80 distributors, A to Z

Distributors empanelled with Equitree Capital for its portfolio management services, as on 12 November 2026.
DistributorCityAPRNEmpanelled
Aadishu Securities Pvt LtdMumbaiAPRN03775Aug 2024
AB Global WealthAhmedabadAPRN00576Jun 2025
Advisor Commune Private LimitedAhmedabadAPRN06192Sep 2025
Altis Financial PartnersSuratAPRN03401Oct 2026
Alyssa Techniconsult Private LimitedGurugramAPRN04981Sep 2025
Angel One Investment Services Private LimitedMumbaiAPRN306165Jun 2026
Anil Kumar BhudoliaGiridihAPRN01401May 2025
AR Genie ServicesPorvorim, GoaAPRN02260Jun 2026
Arkasva Ventures LLPBengaluruAPRN03218May 2025
Artha YogPuneAPRN00218May 2025
AstaGuru Prive Private LtdMumbaiAPRN04317Nov 2025
Atomprive Financial Services Private LimitedBengaluruAPRN03419Jul 2025
Augain Wealth Pvt LtdMumbaiAPRN00376Jul 2025
Autus Wealth Private LimitedPuneAPRN01742Oct 2026
Avendus Wealth Management Pvt LtdMumbaiAPRN02475Aug 2025
Clay Financial Services Private LimitedAhmedabadAPRN07680Sep 2025
Coheron Wealth Private LimitedMumbaiAPRN01631Nov 2025
Dhanvriksh Assets Private LimitedPuneAPRN01827Oct 2025
Duraisamy KanjamalaiSalemAPRN00184Dec 2023
Dynamic Finedu Pvt LtdKolkataAPRN04525Feb 2025
Elara Securities (India) Pvt LtdMumbaiAPRN01829Oct 2024
Emkay Global Financial Services LtdMumbaiAPRN01690May 2025
ET AdvisorsMumbaiAPRN07784Aug 2025
Exfin Maritime Agencies (India) Private LimitedNew DelhiAPRN00471Aug 2025
Felp Balakrishnan ThyagarajanMumbaiAPRN00960Feb 2026
Fermat Prime WealthLucknowAPRN03493Sep 2025
Finnovate Financial Services Pvt LtdPuneAPRN03497May 2022
Finnovators Services Private LimitedPuneAPRN00357Jan 2025
Fintemple Financial Services Private LimitedMumbaiAPRN00591Apr 2025
H2O Advisory Private LimitedMumbaiAPRN05252Apr 2025
Hewepro Capital Pvt LtdNew DelhiAPRN00588Feb 2025
Iangels India Accelerator Pvt LtdGurugramAPRN07972Feb 2026
IIFL Capital Services LimitedMumbaiAPRN02234Jul 2026
Incred Wealth and Investment Services Private LimitedMumbaiAPRN00614Jul 2026
Indniveza Distributors Private LimitedMumbaiAPRN01058Oct 2026
Infinyte Club Private LimitedBengaluruAPRN06302Oct 2025
IRA WealthHyderabadAPRN01991Sep 2025
Iravati Wealth Private LimitedPuneAPRN01190Nov 2025
Klok Global Family Office LLPPuneAPRN00743Nov 2025
Kredere Wealth Patners Pvt LtdMumbaiAPRN00394Jul 2024
Kresanj Solutions LtdTortola, BVINot recordedApr 2025
Labhyate Investments Private LimitedNew DelhiAPRN06285Apr 2026
LC Capital India Private LimitedMumbaiAPRN01039Aug 2025
LGT Wealth India Pvt LtdMumbaiAPRN01500Oct 2025
Mahendra BhandariSuratAPRN01244Dec 2024
Maloo Investwise Private LimitedJaipurAPRN03228Jul 2026
Motilal Oswal Financial ServicesMumbaiAPRN00233Jun 2026
Myalternates Financial Services Pvt LtdChennaiAPRN00663Jun 2022
NEO Wealth Management Pvt LtdMumbaiAPRN00292Sep 2024
NEO Wealth Partners Pvt LtdMumbaiAPRN00269Sep 2024
Nidhi GhoshKolkataAPRN00549Jan 2025
Nikhil Arvind DedhiaMumbaiAPRN02775Sep 2022
Nuvama Wealth and Investement LimitedMumbaiAPRN00984Feb 2025
Onza Financial Services Private LimitedBengaluruAPRN07161Dec 2025
Pentagraph PatnersPuneAPRN01122Aug 2021
Pioneer Client Associates Pvt LtdGurugramAPRN02136Oct 2025
Portfellow Services LLPMumbaiAPRN192038Nov 2025
Prarthana EnterprisesSuratAPRN02763Mar 2025
Prime Trigen Wealth LtdMumbaiAPRN01119Apr 2025
Quest Wealth Global FZCODubai, UAEAPRNOD07554Jul 2025
Rekon Financial ServicesPuneAPRN05117Jan 2024
Sagestone Wealth Private LimitedPuneAPRN00276May 2025
Sahilrupin ParekhMumbaiAPRN00326Sep 2026
Shriram WealthChennaiAPRN03929Jul 2026
Silky PungliaMumbaiAPRN03176Jul 2024
Soumya JainMumbaiAPRN02934Mar 2025
Spark PWM Private LimitedChennaiAPRN00662Jul 2026
Super EnterprisesBengaluruAPRN04394May 2025
Swatantra WealthAhmedabadAPRN02957Nov 2025
Systematix Wealth and Assets Services Private LimitedMumbaiAPRN08078Not recorded
Triveiti Financial Distributions Private LimitedNew DelhiAPRNOS690Jun 2025
Trustplutus Wealth India Pvt LtdMumbaiAPRN00327Nov 2025
Upwisery Advisors LLPHyderabadAPRN02554Nov 2023
Upwisery One LLPHyderabadAPRN05117Jan 2024
Viresh M BataviaMumbaiAPRN08611Mar 2026
Visionary Trailblazers Private LimitedGurugramAPRN05638Jun 2025
Wealth First Advisor Pvt LtdMumbaiAPRN00381Nov 2024
Wealth First Finserv LLPHyderabadAPRN00590Jan 2022
Wealth India Financial Services LimitedChennaiAPRN00098Jan 2025
Wealth Math LabsMumbaiAPRN00304May 2025
  • Aadishu Securities Pvt Ltd

    Mumbai · APRN03775 · since Aug 2024

  • AB Global Wealth

    Ahmedabad · APRN00576 · since Jun 2025

  • Advisor Commune Private Limited

    Ahmedabad · APRN06192 · since Sep 2025

  • Altis Financial Partners

    Surat · APRN03401 · since Oct 2026

  • Alyssa Techniconsult Private Limited

    Gurugram · APRN04981 · since Sep 2025

  • Angel One Investment Services Private Limited

    Mumbai · APRN306165 · since Jun 2026

  • Anil Kumar Bhudolia

    Giridih · APRN01401 · since May 2025

  • AR Genie Services

    Porvorim, Goa · APRN02260 · since Jun 2026

  • Arkasva Ventures LLP

    Bengaluru · APRN03218 · since May 2025

  • Artha Yog

    Pune · APRN00218 · since May 2025

  • AstaGuru Prive Private Ltd

    Mumbai · APRN04317 · since Nov 2025

  • Atomprive Financial Services Private Limited

    Bengaluru · APRN03419 · since Jul 2025

  • Augain Wealth Pvt Ltd

    Mumbai · APRN00376 · since Jul 2025

  • Autus Wealth Private Limited

    Pune · APRN01742 · since Oct 2026

  • Avendus Wealth Management Pvt Ltd

    Mumbai · APRN02475 · since Aug 2025

  • Clay Financial Services Private Limited

    Ahmedabad · APRN07680 · since Sep 2025

  • Coheron Wealth Private Limited

    Mumbai · APRN01631 · since Nov 2025

  • Dhanvriksh Assets Private Limited

    Pune · APRN01827 · since Oct 2025

  • Duraisamy Kanjamalai

    Salem · APRN00184 · since Dec 2023

  • Dynamic Finedu Pvt Ltd

    Kolkata · APRN04525 · since Feb 2025

  • Elara Securities (India) Pvt Ltd

    Mumbai · APRN01829 · since Oct 2024

  • Emkay Global Financial Services Ltd

    Mumbai · APRN01690 · since May 2025

  • ET Advisors

    Mumbai · APRN07784 · since Aug 2025

  • Exfin Maritime Agencies (India) Private Limited

    New Delhi · APRN00471 · since Aug 2025

  • Felp Balakrishnan Thyagarajan

    Mumbai · APRN00960 · since Feb 2026

  • Fermat Prime Wealth

    Lucknow · APRN03493 · since Sep 2025

  • Finnovate Financial Services Pvt Ltd

    Pune · APRN03497 · since May 2022

  • Finnovators Services Private Limited

    Pune · APRN00357 · since Jan 2025

  • Fintemple Financial Services Private Limited

    Mumbai · APRN00591 · since Apr 2025

  • H2O Advisory Private Limited

    Mumbai · APRN05252 · since Apr 2025

  • Hewepro Capital Pvt Ltd

    New Delhi · APRN00588 · since Feb 2025

  • Iangels India Accelerator Pvt Ltd

    Gurugram · APRN07972 · since Feb 2026

  • IIFL Capital Services Limited

    Mumbai · APRN02234 · since Jul 2026

  • Incred Wealth and Investment Services Private Limited

    Mumbai · APRN00614 · since Jul 2026

  • Indniveza Distributors Private Limited

    Mumbai · APRN01058 · since Oct 2026

  • Infinyte Club Private Limited

    Bengaluru · APRN06302 · since Oct 2025

  • IRA Wealth

    Hyderabad · APRN01991 · since Sep 2025

  • Iravati Wealth Private Limited

    Pune · APRN01190 · since Nov 2025

  • Klok Global Family Office LLP

    Pune · APRN00743 · since Nov 2025

  • Kredere Wealth Patners Pvt Ltd

    Mumbai · APRN00394 · since Jul 2024

  • Kresanj Solutions Ltd

    Tortola, BVI · APRN not recorded · since Apr 2025

  • Labhyate Investments Private Limited

    New Delhi · APRN06285 · since Apr 2026

  • LC Capital India Private Limited

    Mumbai · APRN01039 · since Aug 2025

  • LGT Wealth India Pvt Ltd

    Mumbai · APRN01500 · since Oct 2025

  • Mahendra Bhandari

    Surat · APRN01244 · since Dec 2024

  • Maloo Investwise Private Limited

    Jaipur · APRN03228 · since Jul 2026

  • Motilal Oswal Financial Services

    Mumbai · APRN00233 · since Jun 2026

  • Myalternates Financial Services Pvt Ltd

    Chennai · APRN00663 · since Jun 2022

  • NEO Wealth Management Pvt Ltd

    Mumbai · APRN00292 · since Sep 2024

  • NEO Wealth Partners Pvt Ltd

    Mumbai · APRN00269 · since Sep 2024

  • Nidhi Ghosh

    Kolkata · APRN00549 · since Jan 2025

  • Nikhil Arvind Dedhia

    Mumbai · APRN02775 · since Sep 2022

  • Nuvama Wealth and Investement Limited

    Mumbai · APRN00984 · since Feb 2025

  • Onza Financial Services Private Limited

    Bengaluru · APRN07161 · since Dec 2025

  • Pentagraph Patners

    Pune · APRN01122 · since Aug 2021

  • Pioneer Client Associates Pvt Ltd

    Gurugram · APRN02136 · since Oct 2025

  • Portfellow Services LLP

    Mumbai · APRN192038 · since Nov 2025

  • Prarthana Enterprises

    Surat · APRN02763 · since Mar 2025

  • Prime Trigen Wealth Ltd

    Mumbai · APRN01119 · since Apr 2025

  • Quest Wealth Global FZCO

    Dubai, UAE · APRNOD07554 · since Jul 2025

  • Rekon Financial Services

    Pune · APRN05117 · since Jan 2024

  • Sagestone Wealth Private Limited

    Pune · APRN00276 · since May 2025

  • Sahilrupin Parekh

    Mumbai · APRN00326 · since Sep 2026

  • Shriram Wealth

    Chennai · APRN03929 · since Jul 2026

  • Silky Punglia

    Mumbai · APRN03176 · since Jul 2024

  • Soumya Jain

    Mumbai · APRN02934 · since Mar 2025

  • Spark PWM Private Limited

    Chennai · APRN00662 · since Jul 2026

  • Super Enterprises

    Bengaluru · APRN04394 · since May 2025

  • Swatantra Wealth

    Ahmedabad · APRN02957 · since Nov 2025

  • Systematix Wealth and Assets Services Private Limited

    Mumbai · APRN08078 · since Not recorded

  • Triveiti Financial Distributions Private Limited

    New Delhi · APRNOS690 · since Jun 2025

  • Trustplutus Wealth India Pvt Ltd

    Mumbai · APRN00327 · since Nov 2025

  • Upwisery Advisors LLP

    Hyderabad · APRN02554 · since Nov 2023

  • Upwisery One LLP

    Hyderabad · APRN05117 · since Jan 2024

  • Viresh M Batavia

    Mumbai · APRN08611 · since Mar 2026

  • Visionary Trailblazers Private Limited

    Gurugram · APRN05638 · since Jun 2025

  • Wealth First Advisor Pvt Ltd

    Mumbai · APRN00381 · since Nov 2024

  • Wealth First Finserv LLP

    Hyderabad · APRN00590 · since Jan 2022

  • Wealth India Financial Services Limited

    Chennai · APRN00098 · since Jan 2025

  • Wealth Math Labs

    Mumbai · APRN00304 · since May 2025

Not on this list?

Only the distributors listed here are empanelled with us. If anyone else offers you Equitree's portfolio management services, write to [email protected] or call +91 22 4972 6816 before you act.

Investing without a distributor

You can also invest with us directly. Contact our team and we will take you through onboarding.

APRN is the registration number APMI issues to distributors of portfolio management services. City is the distributor's registered office. The list is as on 12 November 2026 and is updated as distributors are added or removed. Equitree Capital Advisors Private Limited is a SEBI-registered Portfolio Manager (INP000005777).

Equitree Capital Advisors Private Limited