Finance Equity Settlement provides premium financial services to help you build, protect, and grow your wealth with confidence and security.
Finance Equity Settlement is a premier financial advisory firm dedicated to helping high-net-worth individuals and families achieve their financial aspirations through personalized strategies and expert guidance.
Our team of seasoned financial experts combines decades of industry experience with innovative approaches to wealth management, ensuring our clients receive the most comprehensive and effective financial solutions.
Years Experience
Assets Managed
Happy Clients
Comprehensive financial solutions tailored to your unique needs and goals
Flexible personal loans to meet your financial needs with easy repayment options and competitive interest rates.
Discover MoreAffordable home and mortgage loans to help you buy, build, or renovate your dream home with customized plans.
Discover MoreDrive home your dream car with our easy and quick auto loan solutions, featuring low interest rates and flexible terms.
Discover MoreEmpowering businesses with loans for expansion, working capital, or equipment purchase with hassle-free processing.
Discover MoreSupport your educational aspirations with flexible education loans covering tuition, accommodation, and more.
Discover MoreQuick and secure gold loans against your jewelry at attractive interest rates with minimal documentation.
Discover MoreSimplify your finances by consolidating multiple debts into a single loan with manageable repayments.
Discover MoreChoose from a variety of credit cards offering rewards, cashback, and exclusive benefits tailored to your lifestyle.
Discover MoreExperience global acceptance, secure transactions, and premium privileges with our MasterCard options.
Discover MoreComprehensive health insurance plans to protect you and your family against medical expenses with cashless hospital coverage.
Discover MoreSecure your home and mortgage investment with insurance plans covering damage, theft, and natural disasters.
Discover MoreProtect your vehicle against accidents, theft, and third-party liabilities with flexible auto insurance policies.
Discover MoreEnsure your familyโs financial security with life insurance plans that offer savings, protection, and peace of mind.
Discover MoreTravel with confidence with insurance coverage for trip cancellations, medical emergencies, and lost baggage.
Discover MoreProtect your home appliances and systems with a home warranty plan that covers repair and replacement costs.
Discover MoreComprehensive strategies to grow and protect your assets through diversified investment portfolios and risk management.
Discover MoreExpert guidance to optimize your investment decisions, align them with your financial goals, and maximize returns.
Discover MoreSecure your wealth with gold investment options that offer stability, liquidity, and long-term growth potential.
Discover MoreDiversify your portfolio with mutual funds, managed by professionals, to achieve balanced growth and risk mitigation.
Discover MorePlan for a comfortable future with retirement strategies that ensure financial independence and peace of mind.
Discover MoreProtect and transfer your wealth efficiently with estate planning strategies, wills, and trusts tailored to your needs.
Discover MoreInvest in stocks with informed strategies to grow your capital while managing market risks effectively.
Discover MoreExplore opportunities in Digital Currency and digital assets with expert guidance and risk-aware strategies.
Discover MoreMaximize your returns and reduce liabilities with tax-efficient strategies tailored to your income and investments.
Discover MoreImprove your creditworthiness with personalized strategies to enhance your credit score and financial profile.
Discover MoreOptimize your tax liabilities with smart planning strategies that maximize savings and ensure compliance.
Discover MoreConsolidate and manage debts effectively to reduce interest burden and achieve financial stability.
Discover MoreMonitor and optimize your cash flow to ensure liquidity, timely payments, and sustainable financial health.
Discover MoreCreate practical budgets that align with your income, expenses, and financial goals for effective money management.
Discover MoreGet expert advice on business strategy, operations, and growth to enhance efficiency and profitability.
Discover MoreExperience the difference of working with a truly client-focused financial partner
Every financial plan is custom-tailored to your specific goals, risk tolerance, and financial situation.
State-of-the-art security measures to protect your assets and personal information at all times.
Consistent track record of delivering above-market returns while managing risk effectively.
Dedicated relationship managers providing personalized attention and proactive guidance.
Get answers to common questions about our services and processes
We work with clients across various wealth levels, but our premium services typically require a minimum investment of $500,000. However, we offer tailored solutions for different financial situations and would be happy to discuss options that work for you.
Our fee structure is transparent and based on assets under management, typically ranging from 0.5% to 1.5% annually. For specialized services like estate planning or investment banking, we may charge fixed fees or performance-based compensation, which we'll discuss in detail during our initial consultation.
You'll receive comprehensive quarterly performance reports and have access to a secure online portal for real-time portfolio monitoring. Additionally, your dedicated relationship manager will schedule regular check-ins (monthly or quarterly based on your preference) to discuss performance, strategy adjustments, and answer any questions.
Schedule a confidential consultation with our financial experts
Take the first step toward financial empowerment. Our team is ready to understand your goals and create a personalized roadmap to achieve them.