Equityna is a professional portfolio management service that uses real-time, data-driven algorithms combined with decades of market expertise. We provide customized investment solutions that help both individuals and businesses achieve their financial goals, focusing on growth and capital protection.
Our process is straightforward and transparent:
1. Account Setup: We open a Demat account for you.
2. Agreement: You sign a mutual contract with us, including the power of attorney.
3. Plan Selection: You choose an investment plan and determine your investment amount.
4. Expert Management: Our team manages your investments using data-driven strategies.
5. Profit Realization: Once profit is booked, we charge a service fee as commission.
6. Withdrawals & Reporting: Profits can be withdrawn directly to your bank account, and
you receive monthly reports for full transparency.
Both individual investors and businesses can benefit from our offerings:
1. Individuals: Whether you're planning for retirement, education, travel, or buying a
home, we design investment strategies customized to your specific needs.
2. Businesses: Our solutions help optimize cash flow, support growth capital needs,
diversify risk, and manage employee benefit schemes.
To begin your journey with Equityna, you'll need to provide the necessary documentation for opening a Demat account. Once your account is set up, you will sign a mutual agreement that outlines our services and your chosen investment plan.
We charge a service fee as a commission on the profits generated from your investments. All fees are clearly detailed in your agreement to ensure complete transparency.
We believe in keeping our clients fully informed. That's why we provide monthly reports and invoices detailing your investment performance and any transactions made.
Capital protection is a core component of our strategy. We balance aggressive growth opportunities with conservative measures to ensure your investments are safeguarded even in volatile market conditions.
Absolutely. We take the security of your data very seriously by implementing strong security measures to ensure that your personal and financial information is always protected.
Our dedicated support team is always here to help. For any additional inquiries or further information, please Contact Us via email, phone, or our online contact form.
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