En Jamshedpur Jamshedpur Ranchi Mon - Fri 9:00 AM to 6:00 PM IST +91 9264444731 Mon - Fri 9:00 AM to 6:00 PM IST +91 9264444731, 9334619353
contact@equifinfinancial.com
Serving India
Since 1999
Multi Licenced
Award Winning
Trusted By
1300+ Customers
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Timely
Portfolio Reviews

We monitor and review your investments regularly to ensure they align with your evolving financial goals.

Certified
Wealth Experts

Our team comprises SEBI-registered professionals with deep experience in mutual funds and holistic wealth planning.

Strategic
Financial Planning

We create personalized investment strategies that help you grow, protect, and transfer your wealth efficiently.

Our Services

Comprehensive Wealth Planning Solutions

Financial Planning

Create a personalized strategy to achieve your goals and build long-term financial security with expert guidance.

Retirement Planning

Plan a stress-free retirement with secure and sustainable income strategies tailored to your lifestyle needs.

Risk Management

Protect your wealth from market uncertainties and financial threats with intelligent risk mitigation strategies.

Insurance Planning

Secure your family and assets with life, health, and general insurance customized to your needs and goals.

Tax Saving & Planning

Reduce your tax burden legally with smart investment avenues and proactive planning for individuals and businesses.

Estate & NRI Planning

From succession planning to NRI investments, we ensure your assets are preserved and passed on smoothly across borders.

Need Expert Help Now?

Don’t wait to secure your financial future. Speak to our experts today and get answers you need—fast!
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Our Products

Explore Investment Solutions from Equifin

  • Mutual Funds

    Invest in curated mutual fund portfolios for consistent, long-term wealth creation. Powered by research and tailored to your financial goals.
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  • Insurance

    Comprehensive life, health, and general insurance products to safeguard what matters most. Customized protection for you and your family.
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  • Mortgage & Lending

    Home loans, personal loans, and credit solutions with flexible terms and competitive rates. Quick approvals, hassle-free documentation.
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  • NPS (Pension)

    Secure your retirement with NPS—an efficient, tax-saving pension plan backed by the Government of India. Begin early, retire happy.
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  • Bonds & Fixed Deposits

    Enjoy stable returns and capital safety through corporate bonds and high-yield fixed deposits. Ideal for conservative investors.
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  • Alternative Products

    Diversify smartly with high-growth potential investments like REITs, AIFs, PMS & more. Ideal for seasoned investors seeking alpha.
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SIP Calculator

Calculate your SIP Returns
Money Per month(₹)
500
Interest Rate(%)
1
Year(s)
1
1,20,000
Invested
1,20,000
Returns
1,20,000
Total
Equifin Financial Services Pvt Ltd
Why Clients Choose Us

1300+ Clients Trust Equifin for Financial Clarity

Equifin Financial Services has empowered individuals and businesses with transparent, tailored investment and protection strategies for over a decade. Our strength lies in combining personalized financial advice with deep market intelligence, delivering results that align with life goals and long-term growth.

Explore Our Journey

Decades of Insight. Trusted Expertise.

From mutual funds to retirement plans, Equifin brings comprehensive financial solutions under one roof—crafted with care and guided by purpose.

  • End-to-end financial planning tailored to every stage of life
  • Unmatched customer support & transparent advisory
  • Mobile-ready solutions for modern investors and families
  • Smart dashboards for tracking and reporting all your assets
Learn More About Us
“

Our goal is to be at the heart of the financial services industry as businesses expand across.

Rajnish Kumar SinghCEO, EquiFin Financial Services Pvt Ltd

Latest News

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Clients’ Testimonials

  • EquiFin has been managing my SIP portfolio for over 14 years. Their expert team helped me stay consistent with investments, even during market downturns. Today, I feel financially secure and confident about my retirement goals.

    “
    Sarva Nand Singh
    Head Fabrication, Tata Steel

  • As a working professional and a mother, I wanted a reliable financial partner. EquiFin helped me set up SIPs for my children’s future, and their regular updates give me peace of mind. They don’t just manage investments, they build trust.

    “
    Kavita Deshmukh
    Deputy Branch Manager, Bank of Baroda

Our Success Stats

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Happy Unique Customers
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Years of Experience
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