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Equirus Wealth Private Limited is the wealth management arm of the Equirus Group, offering comprehensive financial solutions across mutual funds, PMS, AIFs, structured products, estate planning, global investments and digital wealth solutions for HNIs and ultra-HNIs.
Equirus PMS investment philosophy is based on the synergies of value and quality. The firm invests in relatively undiscovered businesses with long growth potential. Portfolio companies must demonstrate strong fundamentals and trade below intrinsic value. Core Principles: Profitable – Focus on businesses with high incremental return on capital. Growth – Large opportunity size and long runway for growth. Longevity – Sustainable competitive advantage over medium to long term. Price – Reasonable pricing aligned with intrinsic value.
Ajay Sampath
Managing Partner - Family Office
Ajay is a seasoned investment professional with Equirus Family Office, advising ultra-high-net-worth families on wealth preservation, growth, and inter-generational planning. With over two decades of experience across Indian equities, alternative investments, and structured solutions, he combines rigorous research with a deep understanding of client objectives to deliver tailored portfolios. Known for his disciplined approach to asset allocation, risk management, and long-term compounding, he helps families navigate market cycles with clarity and confidence.
Amit Arora
Chief Operating Officer - Wealth
Amit joins as Chief Operating Officer with extensive leadership experience. Prior to Equirus, he served as CEO of Sharekhan BNP Paribas Financial Services Pvt Ltd, leading the NBFC and loan business. His earlier roles include Head of Operations & Loans Business at Sharekhan Group and Director at Sykes & Ray Equities (1) Ltd. He holds an MBA from the Institute of Tech & Management, Mumbai.
Ankur Punj
Business Head - Wealth Distribution
Ankur is a seasoned banker with over 20 years of experience across Banking, Wealth Management and Insurance. He has spent close to a decade building and scaling the Wealth Management business at Equirus. Previously, he helped build consumer banking operations at Citibank in the NCR region. He has scaled franchises across Aviva, Metlife, Citibank and Equirus. Ankur is also an active angel investor and fitness enthusiast.
Aravinda Subramanyam
Head of Operations - Family Office
Aravinda has over 20 years of experience in client servicing and operations. She manages relationships with prominent business families, entrepreneurs, and corporate leaders. Prior to joining Credence (now Equirus Family Office), she worked with Bank of America, Kothari Pioneer AMC (Franklin Templeton), Deutsche AMC, Scope International and Wealth Managers United India Pvt Ltd. Digitization and automation are key priorities under her leadership.
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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Dinesh Nair
Regional Head - South & UAE
Dinesh is a finance professional with over 28 years of experience in Banking & Financial Services. He currently serves as Regional Head - South & UAE. His prior roles include leadership positions at Geojit Private Wealth, Karvy Private Wealth, ICICI Securities, Axis Bank, Kotak Mahindra Bank, Motilal Oswal Securities and JRG Securities. He holds an MBA in Strategic Management from IIM Kozhikode, MBA in Marketing & Finance from Sikkim Manipal University, and a BSc in Statistics from Mahatma Gandhi University.
Mitesh Shah
Chief Executive Officer - Family Office
Mitesh brings nearly two decades of experience in wealth advisory and family office management. Before founding Credence (now Equirus Family Office), he held senior roles at Citi Bank and HSBC. He advises clients on global investment strategy, succession planning, next-generation mentoring and business strategy. He is also an investor and advisor to companies such as Klub, Alyf and Stockal.
Nitesh Arora
Managing Partner - Family Office
Nitesh is an alumnus of IIM Ahmedabad and Symbiosis Institute of Management Studies. With over two decades in wealth management and entrepreneurship, he was among the early members of Kotak Wealth Management and Barclays Wealth Management in India. He has managed several HNI relationships and is also co-founder of a construct-and-lease-back business now part of his family enterprise.
Satish Upadhyay
Head of Operations - Wealth
Satish is a high-impact operations leader with over 15 years of experience in wealth management operations. He specializes in building efficient, resilient operational ecosystems that drive growth and client-centric outcomes. He combines financial precision with customer experience leadership. Satish holds a Master's in Finance from ICFAI.