Our offerings
Eight categories, one point of contact
Each has its own purpose, costs and risks. Choose one to see how it works.
SIPs and lump sums across several fund houses, with ongoing servicing.
Distributed by Vedansh Wealth LLP, ARN-255613
- Equity, debt, hybrid, index and other scheme categories from multiple fund houses
- Systematic investment plans (SIPs), lump-sum investments, and systematic transfer or withdrawal plans
- Switches, redemptions, and updates to nominee, bank or contact details
Demat and trading accounts, futures and options, and IPO applications.
Offered through MOFSL
- Demat and trading account opening with MOFSL
- Trading in listed shares, ETFs and other exchange-traded securities, and applications in IPOs
- Futures and options (derivatives), once MOFSL has activated the segment on your account
Life, health and general cover, with help at renewals and claims.
Offered through MOFSL
- Term life and other life insurance plans
- Health insurance for individuals and families
- General insurance such as motor, home and business cover
Bonds, NCDs and corporate deposits, with issuer, rating and tenure set out clearly.
Offered through MOFSL
- Government securities, where available through MOFSL
- Corporate bonds and non-convertible debentures (NCDs)
- Corporate fixed deposits
Portfolios run by SEBI-registered managers, for investors who meet the SEBI minimum.
Offered through MOFSL
- Introductions to PMS strategies from SEBI-registered portfolio managers
- Side-by-side explanation of each strategy’s approach, fees and reporting
- Help with documentation and account opening
Model stock portfolios, held in your own demat account.
Distributed by Vedansh Wealth LLP. Advice by a SEBI-registered investment adviser
- Portfolios across several risk levels, from large-cap to small and micro-cap focused
- A risk-profiling questionnaire and a portfolio recommendation from the adviser
- Orders placed through your own broker
Investing overseas through routes permitted for resident Indians, such as LRS.
Offered through MOFSL
- International investment products available to resident Indians through MOFSL
- Help with documentation and bank remittance paperwork
- An outline of currency, tax and reporting considerations to discuss with your tax adviser
Foreign-currency products from GIFT City, India’s international financial centre.
Through MOFSL or Vedansh Wealth LLP, depending on the product
- GIFT City products offered through MOFSL, with EquityBox as its Authorised Partner
- GIFT City funds from IFSCA-registered fund management entities, distributed by Vedansh Wealth LLP
- The provider and route for each product, confirmed before you invest
How we help
We explain, you decide, and we look after the details.
- Step 1
Explain the options
How it works, what it costs and what could go wrong, in plain language.
- Step 2
Handle the paperwork
KYC, forms and account opening, done with you.
- Step 3
Service the account
Detail changes, statements and questions go to one contact.
- Step 4
Review together
Regular reviews as your circumstances change.
We explain. You decide.
EquityBox is a distributor of financial products, not a SEBI-registered investment adviser. Advice on Unique Portfolios comes from a SEBI-registered investment adviser. We explain how products work, what they cost and their risks, so you can decide for yourself.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Investments in securities, bonds, PMS and international products carry risk, including the possible loss of capital.
Start with a conversation
An introductory call, with no obligation to invest.