Comprehensive financial advisory for business owners and salaried professionals — mutual funds, tax planning, and insurance designed around your unique goals.
With over 14 years of experience in wealth management, we have built a practice centred on clarity, integrity, and long-term thinking. Our clients are primarily business owners negotiating complex financial structures and salaried professionals seeking to outpace inflation and build lasting wealth.
We believe that good financial advice should simplify your life — not complicate it. Our approach begins with understanding your complete financial picture before recommending any product or strategy.
Every client relationship is built on transparency. We are fee-only in our advisory capacity and hold no incentive to recommend products that do not serve your interests.
No jargon, no hidden fees. We communicate your financial reality exactly as it is.
Your interests always come first. That is our fundamental fiduciary promise to you.
We structure wealth to withstand market cycles, not just chase short-term returns.
As the Founder and CEO of Equitale, Mayank brings over 14 years of dedicated experience in wealth management and financial advisory. His methodology combines institutional rigor with a deeply personal understanding of individual financial psychology.
Driven by the belief that robust financial architecture should be accessible and transparent, Mayank has guided hundreds of families through market volatilities, enabling them to secure their financial futures with confidence.
Your finances are more complex than a salaried individual's. I help you separate personal and business wealth, reduce tax liability, and build durable long-term assets.
For CXOs, AVPs, and mid-to-senior level professionals. I help you optimize your cash flow, plan for major life goals, and build a robust mutual fund portfolio that outpaces inflation.
Goal-based SIP planning and portfolio construction across equity, debt, and hybrid funds — aligned to your risk profile and time horizon.
Access high-growth opportunities beyond public markets by investing in pre-IPO companies and unlisted private equity.
Comprehensive risk coverage — term life, health, and business insurance selected from across insurers to provide the best protection for your family and enterprise.
A 30-minute conversation to understand your financial situation, goals, and concerns — at no charge.
A thorough review of your income, assets, liabilities, tax position, and existing investments.
A written financial plan with specific recommendations across investments, insurance, and tax strategy.
Quarterly portfolio reviews and annual plan updates to keep you on track as your circumstances evolve.
Arjun helped me structure my business finances in a way I never thought possible. Within two years, I had a clear separation between personal and company wealth — and my tax liability dropped significantly.
As a salaried professional, I always struggled with where to deploy my bonus and RSUs. The goal-oriented SIP approach recommended here helped me structure my investments and build a solid portfolio without constant worry.
What I appreciate most is the clarity. There are no complicated jargon-filled documents — just a straightforward plan with measurable goals and regular check-ins to ensure we stay on track.
Use these tools to estimate your financial goals and understand the power of disciplined investing over time.
Estimate monthly SIP returns over your investment horizon.
Calculate how much you need to save for a specific financial goal.
Find the right instruments to maximise your Section 80C deductions.
Know how much corpus you need to retire comfortably.
Calculate loan EMIs and plan your repayment schedule.
Calculate the future value of your one-time investments with ease.
