It’s an investment product that combines the growth of Equity with the Safety & Fixed returns of FD. Equity shares will be purchased by the investor as per the advice offered by Wealth Finvisor. If the investor has some specific concern on any of the selection/script due to religious or other reasons, the advisors of Wealth Finvisor will suggest other options so as to meet the total selection criteria The investor can chose a Demat account as well as Broker of their choice. The shares will be in the investor’s name. The full control stays with the investor. At no given point of time any funds except for the agreed fees is to be paid to Wealth Finvisor. Wealth Finvisor will only give advice on what to buy. The minimum investment amount is 50 lacs. After the end of every year, 10% of the amount will be sold off from each script (again this will be calculated and suggested by advisors of wealth Finvisor). This ensures that the investor gets 10% tax free return on the original capital invested. The value of the remaining shares at the end of 5 years will be the capital appreciation that the investor achieves.

It’s an investment product that is created for those investors who are not looking at annual returns but are looking to maximise their wealth for over 5 year duration. EquiPlus is exactly similar to EquiFD in all aspects except that there won’t be any annual returns as the goal is to maximise the wealth. The value of the remaining shares at the end of 5 years will be the capital appreciation that the investor achieves.