Traditional & Offshore Investments

Offering the entire gamut of investment options from Equities, Bonds and Mutual Funds to US Stocks.

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Alternates and Insurance

Alternates and Insurance

From PMS and AIFs to all kinds of insurance including Life and General Insurance.

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Other Key Solutions

Immigration services, Tax Planning, Real Estate Advisory, Loans and Advances. Epsilon will have it all.

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The Epsilon Way

We believe the difference lies in our dedication to innovation, quality & service and our disciplined approach to help you achieve your financial goals. We are an integrated new age wealth management firm, building our presence across India and eventually key Asian markets.

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Learn about wealth from our blog

Challenging times for investors!

“I’ve usually used the phrase ‘stay the course’ as one of the great rules of investment success.” – John C. Bogle There is a lot of discussion on the current state of equity markets, not only in India but also in the US. The sharply higher US equity markets are especially worrying given the backdrop […]

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Moody’s downgrades US Sovereign Debt Rating

“The US Dollar is our currency but your problem.” – John Connolly The global capital markets seem to have not reacted to the recent downgrade by Moody’s and that itself may be a cause for some concern. While this is not the first downgrade of US debt; Standard & Poor’s downgraded the nation’s credit rating […]

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Will the markets recover?

“Behind every stock is a company. Find out what it’s doing.” – Peter Lynch This question is the most asked these days. The question betrays a sense of anxiety, not because investors are worried about the economy or of corporate profits but of portfolio values that they see daily. It reminds investors of the opportunity […]

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Our Approach

At Epsilon, we believe that we should let you dream – leave the tension of how you will plan finance for those dreams to us. We are here to help you and guide you, every step of the way.

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Innovation - Our DNA

With more than 100 years of combined expertise our Management team has come together with just one aim. To provide you with innovative solutions that will help you achieve your financial dreams.

Goal Based Solutions

We are dedicated to providing you with financial solutions that work best for you and help you achieve your financial goals within the timeframe you require. Be it short term goals or even your retirement which may be many years away.

Multiple Investment Options

From Indian Equities and Bonds to US Equities and eventually global financial options. We will offer you the entire suite of financial products and guide you as to which one is the best for you.

Going Beyond Investing

Not only equities and mutual funds but also Succession Planning, Real Estate, Global Residency, Taxation, Loans and much more through our strategic best-in-class partners. Epsilon will be your one stop solution for all your financial needs.

Integrated Reporting

Of all your holdings across asset classes in one place. Not only what you have invested with us, but also your entire portfolio – consolidated in one place, so you don’t need to go through multiple statements to know how close you are to achieving your financial goals.

World Class Customer Service – Across All Touchpoints

Whether you to come to our website or visit any of our branches. Our people are there to help and guide you through every step of your investment journey and make it as seamless as possible.

“Good Ethics is Good Business”

At Epsilon, we believe that we should let you dream – leave the tension of how you will plan finance for those dreams to us. We are here to help you and guide you, every step of the way. By always doing the right thing. By gauging your risk profile, investment horizon and recommending products accordingly. By doing what is best for you to achieve your goals.

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Mumbai HQ

511, The Summit Business Bay, Andheri Kurla Rd, Near WEH Metro, Opp. PVR cinema, Andheri East, Mumbai - 400093, Maharashtra, India.

ARN- 243441
Epsilon CIN No: U67190MH2022PTC377576
MultiArk CIN No: U67100MH2022PTC377409