General Information

  • 1. What is Equityna?

    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.

  • 2. How does Equityna work?

    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 Withdrawals & Reporting: Profits can be withdrawn directly to your bank account, and you receive monthly reports for full transparency.

  • 3. Who can benefit from Equityna's services?

    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.

Investment & Account Details

  • 1. What do I need to get started?

    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.

  • 2. What fees are involved?

    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.

  • 3. How frequently will I receive updates about my investments?

    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.

Security & Support

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