Investment Management
Tailored investment strategies designed to balance stability and growth, delivering risk-adjusted, tax-efficient returns for clients at every stage of their financial journey.
Welcome to Eraqus Investment Advisors
Where Expertise Meets Trust, and Integrity Drives Growth
SEBI Registered Investment Adviser
Plan, Prosper, Progress—Schedule your call today!
About UsTrusted Financial Guidance with Purpose
At Eraqus Investment Advisors, we don’t just manage wealth—we build lasting relationships rooted in trust, transparency, and unwavering integrity. As a SEBI Registered Investment Advisory firm, our mission is to empower you to achieve your financial aspirations with tailored strategies designed for sustainable, risk-adjusted returns.
- Dedicated Stewards of Your Financial Future
- Investment Philosophy: Mastering the Art, Perfecting the Science
- Strategic Precision: Our Core & Satellite Advantage
- Leadership Backed by Proven Expertise
- Empowering You Through Market Uncertainty
- Unwavering Integrity: Our Commitment to Compliance
17+ Years of Investment Expertise
500+ Cr Previously Managed
100+ Satisfied Clients
25+ Manufacturer Relationships
ExpertiseWhat We Do
View all expertise areas
Multi Family Office
Centralized wealth management solutions that streamline financial oversight, governance, and legacy planning, ensuring the preservation and growth of family wealth across generations.
Services to NRI
Simplifying the management of your Indian assets with tailored investment strategies, seamless fund transfers, and expert compliance support for NRIs worldwide.
Estate, Legacy & Succession Planning
Securing your family’s future with personalized estate planning, trusts, and legacy solutions that preserve your values, protect your loved ones, and ensure a seamless transition of wealth.
Taxation & Family CFO
Comprehensive financial oversight and expert tax planning, our Taxation & Family CFO service ensures your wealth is optimized, compliant, and strategically positioned for long-term growth.
Why choose usWhy Eraqus
01. Built on Trust and Transparency
Your success is our priority, and we ensure every decision is aligned with your best interests.
02. Expertise You Can Rely On
With over a decade of experience in private banking and asset management, we deliver insights and strategies honed by years of market expertise.
03. Risk-Adjusted Investment Focus
Our approach prioritizes sustainable growth, balancing potential returns with measured risk management.
04. Ethical Practices at the Core
As a SEBI-compliant firm, we operate with the highest standards of integrity, ensuring complete transparency and regulatory adherence.
Frequently asked questionsFAQs
How does a Registered Investment Advisor (RIA) charge fees, and why is it beneficial?
RIAs follow a transparent, client-first fee structure, typically: Fixed Fee – A set fee for financial planning and advisory services. Assets Under Management (AUM) Fee – A percentage of your investment portfolio, aligning our success with yours.
What is the difference between a Mutual Fund Distributor (MFD) and a Registered Investment Advisor (RIA)?
A Mutual Fund Distributor (MFD) earns commissions by selling mutual funds and may offer investment recommendations based on product suitability. An RIA (Registered Investment Advisor) provides fee-based, unbiased financial advice while acting in a fiduciary capacity, ensuring that all investment decisions align with the client’s best interests rather than earning commissions from product sales.
What investment strategies do you use?
We follow a core-satellite approach, combining stable, long-term investments with strategic opportunities in equity, fixed income, and alternative investments to optimize returns while managing risk.
What are your qualifications and experience in investment advisory?
Individuals with a graduate or postgraduate degree in specified fields and NISM-Series-XA & XB certifications can register as Investment Advisors. Specified fields include finance, accountancy, commerce, economics, capital markets, banking, insurance, actuarial science, and other related areas in financial services.
Our ApproachA Personalized, Purpose-Driven Financial Journey
At Eraqus Investment Advisors, we don’t just manage wealth—we partner with you to craft a personalized, purpose-driven financial journey. With a foundation built on trust, expertise, and integrity, our approach blends strategic insight with holistic planning to help you achieve lasting financial confidence and success.
- Your Goals, Our Priority: A Client-Centric Approach
- Transparency and Integrity First: Your Fiduciary Partner
- Expert Guidance You Can Trust: Decades of Financial Acumen
- Holistic Planning for Your Financial Future
- Strategic Growth, Managed Risk: Our Investment Philosophy
