01
Listen
We begin not with products, but with you. Your dreams, your fears, your obligations, your timeline. Every plan begins with deep listening.
— Our Story
A young practice,
A young practice,
built on lasting principles.
Equishastra was founded in 2025 with a single conviction — families in Kalyan deserve the same caliber of transparent, unbiased advice as those served by Mumbai's private banks. Here is how the first year has unfolded.
The Beginning1Advisor, one promise
The Founding Conviction
Equishastra was established in early 2025 on the conviction that families in Kalyan deserve the same caliber of unbiased, transparent financial advice as those served by Mumbai's private banks. Our first office. Our first client. Our first promise — kept.
First Families25+Households onboarded
Trust, Earned One Family at a Time
Within the first quarter of operation, twenty-five families had entrusted us with their financial planning. Word travelled — through neighbours, colleagues and relatives. Each client became our reference for the next, an organic referral never asked for.
Expanding the Practice50+Families · 0 churn
Beyond Mutual Funds
The practice matured into a comprehensive advisory — investments alongside life and health insurance, fixed deposits, and tax planning. Fifty families now entrusted their wider financial life to us. Not one had departed.
Year One Milestone₹1 Cr+Assets under advisory
The First Crore
By the close of our founding year, ₹1 Crore in assets had been entrusted to our advisory. Each rupee, a vote of confidence. Each family, a relationship we intended to honour for decades — long after the first market cycle, long after the first temptation to chase a fad.
Today100+Families · ₹2.5 Cr+ managed
A Practice, Not Just a Business
100+ families across Kalyan, Dombivli and Mumbai's eastern suburbs now entrust Equishastra with ₹2.5 Crore+ in advisory assets. Our founding promise has not changed — only the number of people we keep it to. The next chapter begins with you.