One firm. The entire
suite of wealth.
Through a host of financial alliances and our referral partners, we offer everything from mutual funds and insurance to direct equities, bonds, US stocks, loans and much more — consolidated in one place.
Directly Through Us
AMFI & IRDAI regulated — offered directly by Epsilon Money.
Mutual Funds
Invest across every AMC, or pick from the curated Epsilon Exclusive list.
Epsilon Exclusive
100+ funds curated by Epsilon and rated by CRISIL.
Insurance
Life, health and general insurance, integrated with your plan.
PMS / AIF
Discretionary mandates and alternative funds for qualified investors.
National Pension Scheme
Tax-efficient retirement saving with NPS.
Direct Equity (SMC)
Equity broking as an authorised participant of SMC.
Specialised Investment Funds
The new SIF category — between mutual funds and PMS.
Through Referral Partners
Delivered via tie-ups with licensed, best-in-class partners.
Bonds
Predictable income across the credit and duration spectrum.
Fixed Deposits
Corporate and bank FDs with competitive yields.
Loan Against Securities
Unlock capital without disturbing your portfolio.
Other Loans
Home, business, professional and education loans.
Family Offices
Governance and reporting for families of scale.
Global Investments
US stocks and global markets via Stockal.
Overseas Residency
Global residency & citizenship via Ajmera Law Group.
Tax Consultation
Tax-aware structuring across every decision.
Equity Research
Independent research via Equinomics.
Market Linked Debenture
Structured returns linked to market performance.
Not sure where to begin?
Schedule a free discovery call — we'll understand your financial picture and help you choose the right next step.