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About Epsilon Money

Ideas. Expertise.
Integrity.

Epsilon Money is an AMFI-registered Mutual Fund distributor and IRDAI-registered Corporate Agent — an integrated, new-age wealth management firm building its presence across India and, eventually, key Asian markets.

100+
Years combined expertise
100+
Curated Exclusive funds
8
Cities across India
1
Consolidated portfolio view
What We Stand For

Five convictions that shape every decision

01

Customer First

We put the customer first — firms win only if their customers win.

02

Thinking Long Term

A long-term, dispassionate view that ignores the short-term noise.

03

Independent Approach

Independent from the crowd — driven by conviction, data and risk management.

04

Minimal Cost

We strive to minimise cost for investors with fair-value products and services.

05

Holistic Approach

One of the few firms to offer long-term glide-path solutions for a holistic portfolio.

Our Approach

Let yourself dream — leave the planning to us

At Epsilon, we're here to help and guide you every step of the way.

Innovation — Our DNA

Over 100 years of combined expertise, brought together to help you achieve your financial dreams.

Goal-Based Solutions

Financial solutions that work best for you and your goals — near-term or decades away.

Multiple Investment Options

From Indian equities and bonds to US equities and global options — with guidance on what fits.

Going Beyond Investing

Succession planning, real estate, global residency, taxation and loans via best-in-class partners.

Integrated Reporting

Your entire portfolio across asset classes, consolidated in one place.

World-Class Service

Across every touchpoint — our people guide you through each step of your journey.

“Good Ethics is Good Business”

By always doing the right thing — gauging your risk profile and recommending what is best for you to achieve your goals.