White Equity
Principal Advisor: Ankit Shah
SEBI RIA REG NO: INA000007757
Ankit Shah is a senior wealth management advisor with over 20 years of experience serving high-net-worth individuals and business families.
Exclusive wealth management for discerning clients
Services Offered
Comprehensive Wealth Management
End-to-end wealth management including investment, tax, and estate planning.
Family Office Services
Dedicated services for business families including succession planning.
Alternative Investments
Access to alternative investment opportunities including private equity and real estate.
About White Equity
White Equity provides sophisticated wealth management services for high-net-worth individuals, including portfolio management, estate planning, and succession planning.
Client Testimonials
“Ankit's expertise in wealth management has helped preserve and grow our family wealth.”
Rajesh Agarwal
Business Family
“Professional family office services that have streamlined our financial affairs.”
Priya Kapoor
HNI Client
Frequently Asked Questions
What is family office services?
Comprehensive financial and administrative services for business families including investment management, tax planning, and succession planning.
What are alternative investments?
Non-traditional investments like private equity, real estate, and structured products that can enhance portfolio returns.
