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
| Distributor | City | APRN | Empanelled |
|---|---|---|---|
| Aadishu Securities Pvt Ltd | Mumbai | APRN03775 | Aug 2024 |
| AB Global Wealth | Ahmedabad | APRN00576 | Jun 2025 |
| Advisor Commune Private Limited | Ahmedabad | APRN06192 | Sep 2025 |
| Altis Financial Partners | Surat | APRN03401 | Oct 2026 |
| Alyssa Techniconsult Private Limited | Gurugram | APRN04981 | Sep 2025 |
| Angel One Investment Services Private Limited | Mumbai | APRN306165 | Jun 2026 |
| Anil Kumar Bhudolia | Giridih | APRN01401 | May 2025 |
| AR Genie Services | Porvorim, Goa | APRN02260 | Jun 2026 |
| Arkasva Ventures LLP | Bengaluru | APRN03218 | May 2025 |
| Artha Yog | Pune | APRN00218 | May 2025 |
| AstaGuru Prive Private Ltd | Mumbai | APRN04317 | Nov 2025 |
| Atomprive Financial Services Private Limited | Bengaluru | APRN03419 | Jul 2025 |
| Augain Wealth Pvt Ltd | Mumbai | APRN00376 | Jul 2025 |
| Autus Wealth Private Limited | Pune | APRN01742 | Oct 2026 |
| Avendus Wealth Management Pvt Ltd | Mumbai | APRN02475 | Aug 2025 |
| Clay Financial Services Private Limited | Ahmedabad | APRN07680 | Sep 2025 |
| Coheron Wealth Private Limited | Mumbai | APRN01631 | Nov 2025 |
| Dhanvriksh Assets Private Limited | Pune | APRN01827 | Oct 2025 |
| Duraisamy Kanjamalai | Salem | APRN00184 | Dec 2023 |
| Dynamic Finedu Pvt Ltd | Kolkata | APRN04525 | Feb 2025 |
| Elara Securities (India) Pvt Ltd | Mumbai | APRN01829 | Oct 2024 |
| Emkay Global Financial Services Ltd | Mumbai | APRN01690 | May 2025 |
| ET Advisors | Mumbai | APRN07784 | Aug 2025 |
| Exfin Maritime Agencies (India) Private Limited | New Delhi | APRN00471 | Aug 2025 |
| Felp Balakrishnan Thyagarajan | Mumbai | APRN00960 | Feb 2026 |
| Fermat Prime Wealth | Lucknow | APRN03493 | Sep 2025 |
| Finnovate Financial Services Pvt Ltd | Pune | APRN03497 | May 2022 |
| Finnovators Services Private Limited | Pune | APRN00357 | Jan 2025 |
| Fintemple Financial Services Private Limited | Mumbai | APRN00591 | Apr 2025 |
| H2O Advisory Private Limited | Mumbai | APRN05252 | Apr 2025 |
| Hewepro Capital Pvt Ltd | New Delhi | APRN00588 | Feb 2025 |
| Iangels India Accelerator Pvt Ltd | Gurugram | APRN07972 | Feb 2026 |
| IIFL Capital Services Limited | Mumbai | APRN02234 | Jul 2026 |
| Incred Wealth and Investment Services Private Limited | Mumbai | APRN00614 | Jul 2026 |
| Indniveza Distributors Private Limited | Mumbai | APRN01058 | Oct 2026 |
| Infinyte Club Private Limited | Bengaluru | APRN06302 | Oct 2025 |
| IRA Wealth | Hyderabad | APRN01991 | Sep 2025 |
| Iravati Wealth Private Limited | Pune | APRN01190 | Nov 2025 |
| Klok Global Family Office LLP | Pune | APRN00743 | Nov 2025 |
| Kredere Wealth Patners Pvt Ltd | Mumbai | APRN00394 | Jul 2024 |
| Kresanj Solutions Ltd | Tortola, BVI | Not recorded | Apr 2025 |
| Labhyate Investments Private Limited | New Delhi | APRN06285 | Apr 2026 |
| LC Capital India Private Limited | Mumbai | APRN01039 | Aug 2025 |
| LGT Wealth India Pvt Ltd | Mumbai | APRN01500 | Oct 2025 |
| Mahendra Bhandari | Surat | APRN01244 | Dec 2024 |
| Maloo Investwise Private Limited | Jaipur | APRN03228 | Jul 2026 |
| Motilal Oswal Financial Services | Mumbai | APRN00233 | Jun 2026 |
| Myalternates Financial Services Pvt Ltd | Chennai | APRN00663 | Jun 2022 |
| NEO Wealth Management Pvt Ltd | Mumbai | APRN00292 | Sep 2024 |
| NEO Wealth Partners Pvt Ltd | Mumbai | APRN00269 | Sep 2024 |
| Nidhi Ghosh | Kolkata | APRN00549 | Jan 2025 |
| Nikhil Arvind Dedhia | Mumbai | APRN02775 | Sep 2022 |
| Nuvama Wealth and Investement Limited | Mumbai | APRN00984 | Feb 2025 |
| Onza Financial Services Private Limited | Bengaluru | APRN07161 | Dec 2025 |
| Pentagraph Patners | Pune | APRN01122 | Aug 2021 |
| Pioneer Client Associates Pvt Ltd | Gurugram | APRN02136 | Oct 2025 |
| Portfellow Services LLP | Mumbai | APRN192038 | Nov 2025 |
| Prarthana Enterprises | Surat | APRN02763 | Mar 2025 |
| Prime Trigen Wealth Ltd | Mumbai | APRN01119 | Apr 2025 |
| Quest Wealth Global FZCO | Dubai, UAE | APRNOD07554 | Jul 2025 |
| Rekon Financial Services | Pune | APRN05117 | Jan 2024 |
| Sagestone Wealth Private Limited | Pune | APRN00276 | May 2025 |
| Sahilrupin Parekh | Mumbai | APRN00326 | Sep 2026 |
| Shriram Wealth | Chennai | APRN03929 | Jul 2026 |
| Silky Punglia | Mumbai | APRN03176 | Jul 2024 |
| Soumya Jain | Mumbai | APRN02934 | Mar 2025 |
| Spark PWM Private Limited | Chennai | APRN00662 | Jul 2026 |
| Super Enterprises | Bengaluru | APRN04394 | May 2025 |
| Swatantra Wealth | Ahmedabad | APRN02957 | Nov 2025 |
| Systematix Wealth and Assets Services Private Limited | Mumbai | APRN08078 | Not recorded |
| Triveiti Financial Distributions Private Limited | New Delhi | APRNOS690 | Jun 2025 |
| Trustplutus Wealth India Pvt Ltd | Mumbai | APRN00327 | Nov 2025 |
| Upwisery Advisors LLP | Hyderabad | APRN02554 | Nov 2023 |
| Upwisery One LLP | Hyderabad | APRN05117 | Jan 2024 |
| Viresh M Batavia | Mumbai | APRN08611 | Mar 2026 |
| Visionary Trailblazers Private Limited | Gurugram | APRN05638 | Jun 2025 |
| Wealth First Advisor Pvt Ltd | Mumbai | APRN00381 | Nov 2024 |
| Wealth First Finserv LLP | Hyderabad | APRN00590 | Jan 2022 |
| Wealth India Financial Services Limited | Chennai | APRN00098 | Jan 2025 |
| Wealth Math Labs | Mumbai | APRN00304 | May 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
