Our Expertise

Eraqus Wealth

Experience You Trust, Expertise You Need

Strategic Wealth Management for a Lasting Legacy

Services We Provide

Providing personalized, comprehensive solutions to meet your unique financial needs and secure your wealth for the future

Investment Management

At Eraqus Wealth, we create a liquid, tax-efficient portfolio with consistent, risk-adjusted returns.

✔ Personalized Solutions: For all clients—from new investors to HNIs, UHNIs, and Corporate Treasuries.

✔ Core & Satellite Strategy: Optimizes returns, manages risk, and ensures tax efficiency.

✔ Core Portfolio: Focused on stability and tax-efficient long-term growth with blue-chip equity, mutual funds, and investment-grade bonds.

✔ Satellite Portfolio: Captures high-growth opportunities with PMS, AIFs, unlisted equity, and direct bonds.

Multi Family Office

Eraqus Wealth manages complex family wealth through a structured approach for preservation, growth, and seamless transfer.

✔ Consolidated MIS: Unified view for transparent reporting and decision-making.

✔ Entity Structuring: Create holding structures to protect and optimize assets.

✔ Compliance & Risk: Proactively manage compliance and safeguard wealth.

✔ Asset Register: Track all assets for clarity and effective succession.

✔ Family Governance: Establish roles and processes to align family interests.

✔ Succession Planning: Seamless wealth transfer aligned with family values.

Services to NRI

Eraqus Wealth offers "India-Focused Wealth Solutions for Global NRIs," ensuring efficient management and seamless transfer of Indian assets.

✔ Strategic Investment: Tailored portfolios using MF, PMS, and AIF based on risk profile and regulations.

✔ Repatriation & Remittance: Hassle-free fund transfers, compliant with FEMA.

✔ Asset Consolidation: Unified view of Indian investments for easy management.

✔ NRI Tax Advisory: Tax-efficient solutions and compliance management.

✔ Succession Planning: Smooth transfer of assets, adhering to Indian and global laws.

Estate, Legacy & Succession Planning

Eraqus Wealth ensures that your legacy goes beyond wealth—protecting loved ones and honoring your values through thoughtful estate planning.

✔ Will Drafting & Trust Creation: Customized wills and trusts, securing assets and ensuring peace of mind.

✔ Family Governance & Constitutions: Establishing frameworks for shared values, decision-making, and conflict resolution.

✔ Philanthropic Planning: Creating foundations and trusts to extend your impact beyond family.

✔ Asset Protection & Risk Mitigation: Structuring estates to safeguard against legal, tax, and creditor risks.

✔ Special Needs Planning: Trusts and financial plans for lifelong security of a special needs child.

✔ Business Succession Planning: Smooth transition plans to preserve the legacy and continuity of family businesses.

Taxation & Family CFO

Eraqus Wealth acts as your Family CFO, simplifying wealth management and providing expert tax and financial guidance.

✔ Capital Gains Optimization: Accurate calculations and tax-efficient harvesting to minimize liabilities.

✔ Advance Tax Planning: Projections and planning to meet statutory deadlines and prevent penalties.

✔ Smooth Tax Filing: Comprehensive management of tax filing and compliance to reduce stress.

✔ Holistic Financial Oversight: Complete financial management, from budgeting to investment tracking.

✔ Customized Strategies: Tailored solutions for complex inter-generational wealth and unique family needs.

✔ Risk Mitigation: Proactive approach to safeguard wealth from market and regulatory changes.