Abhinit Kulkarni
Founder, Tequity Investing
Contact Abhinit

Abhinit is an experienced financial advisor and founder of Tequity Investing. His expertise lies in assessing risk-reward profile of individuals and suggesting them the right instruments. He firmly believes that analysing a client's risk profile and returns expectation is of paramount importance in investing. His understanding of financial instruments ranges from Government schemes like PPF, NPS, Sukanya Samriddhi Yojana to complex products like Portfolio Management Services and Alternate Investments. Currently, Tequity Investing advises more than 50 clients under various instruments.

Education: PGDM Finance
Investment advisor since: 2018 (1+ years)
Fee only advisor? : No (How much does a financial advisor cost?)
Number of clients: 50+
Based In: Mumbai

Services

  • Mutual Funds Advisory
  • Comprehensive Financial Planning
  • Insurance
  • Tax Planning
  • Equity Research
  • Government Savings Schemes
  • Corporate FDs

Recent Answers on DhanWise

What are some good savings options, apart from mutual funds, for securing child's future?

Abhinit Founder, Tequity Investing
Answered Jul 27, 2019

I am assuming your quest for exploring the additional options comes from a point of view of generating extra returns compared to mutual funds. Let us see what are the ot… ( more )

I am assuming your quest for exploring the additional options comes from a point of view … ( more )

Are index funds better compared to actively managed mutual funds?

Abhinit Founder, Tequity Investing
Answered Jul 27, 2019

This is one topic which has been discussed quite often off-late. The difference that a mutual fund generates over the benchmark index is termed as Alpha.In the United St… ( more )

This is one topic which has been discussed quite often off-late. The difference that a mu… ( more )