About White Equity
White Equity is a Financial Services company based in Mumbai (India) founded in 2017. It provides equity investment advice, portfolio management, and risk evaluation services. It operates on a B2C model. White Equity offers products and services including Equity Portfolio Advisory Services, Systematic Investment Advisory, Anchor Investment Opportunity, and Customised Advisory Services. Its focus areas include FinTech, Investment Tech, Portfolio Management and Systematic Investments. Its legal entity is White Equity Llp.
Company details
White Equity is an SEBI-registered investment advisor that delivers equity investment advisory services through in-depth fundamental research. They emphasize risk evaluation across financials, business, management, and valuation to minimize investment risks. Operating in India, they offer personalized services like equity portfolio advisory and systematic investment plans at low costs, targeting individual investors with commitments starting from INR 5 lakhs. Their approach includes skin in the game and custom advice for high-net-worth clients.
- Headquarters Mumbai, India
- SectorsFinancial Services
- Website whiteequity.in
- Legal Name White Equity Llp
Products & Services of White Equity
White Equity offers a comprehensive portfolio of products and services, including Equity Portfolio Advisory Services, Systematic Investment Advisory, Anchor Investment Opportunity, and Customised Advisory Services.
Advises on building and managing equity portfolios for high-quality companies.
Guides investments across high-quality companies with anchor stock allocations.
Provides advice on investing in select anchor stock ideas.
Offers tailored fundamental research for UHNI or institutional investors.
Top companies in Investment & Wealth Tech
10 companies that operate in the same segment as White Equity (Investment & Wealth Tech), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Provider of consulting, managed services, and technology solutions for financial services | 2010 | London, England, United Kingdom | USD 90.15 M | – | – | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | – | 523 | |
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | – | 186 | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment advisory, insurance distribution, and risk management services are provided. | 1998 | Chicago, Illinois, United States | USD 1.6 B | – | – | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | – | USD 71.52 M | 2,690 | |
Developer of a platforms offering credit score checks | 2021 | Jakarta, Jakarta, Indonesia | USD 12.4 M | – | – | |
AI-enabled financial planning and advisory solutions are provided for individuals. | 2018 | New York, New York, United States | USD 222.01 M | – | – | |
Venture capital investments and support for entrepreneurs in technology and innovation sectors. | 1911 | Redwood City, California, United States | – | USD 691.23 K | – |
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Frequently Asked Questions about White Equity
White Equity was founded in 2017.
White Equity is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
White Equity is an SEBI-registered investment advisor that delivers equity investment advisory services through in-depth fundamental research. They emphasize risk evaluation across financials, business, management, and valuation to minimize investment risks. Operating in India, they offer personalized services like equity portfolio advisory and systematic investment plans at low costs, targeting individual investors with commitments starting from INR 5 lakhs. Their approach includes skin in the game and custom advice for high-net-worth clients.
White Equity offers Equity Portfolio Advisory Services, Systematic Investment Advisory, Anchor Investment Opportunity, and Customised Advisory Services.
White Equity operates through White Equity Llp.