Let’s Unlock Financial
Freedom Together!
We are your partner in navigating the complexities of finance. From investments to consultancy,
we empower you to achieve your financial and business goals with confidence.
Our Offerings
Explore our comprehensive suite of services. Investment services tailored for
your financial needs. Management Consulting services to make your business efficient
and effective and education services to improve the financial quotient of your audience.
Investment & Financial Services
Your all-round financial understanding, simplified.
EquiZen led by Sanjay Parikh—with decades of expertise, is here to enable better management of your investments after analysing your financial goals. EquiZen ensures transparency, so you’re well aware about your investment strategy, with attention to detail on market risks. We will develop your investment portfolio, balancing your needs and required results and adjust it frequently to enable better returns of your diversified investments–in equity, fixed income, gold, real estate, insurance and more. With us by your side, you should not only reach your financial milestones but also build a solid foundation for long-term well-being.
Management Consulting Service
Management consulting services is crafted to enhance comprehension in investment and finance domains. With over two decades of finance acumen, our educators redefine learning standards. We offer both comprehensive finance education where institutions can hire our experts and consulting services for MSMEs.
Education as a Service
We provide subject-based and certification-based training, delivered by expert instructors and tailored to your specific learning objectives. Institutions can hire our experts to educate learners, provide insights into financial markets or excel in industry certifications.
Consulting Services
Our consulting services provide expert guidance and practical implementation of robust processes to enable sustainable growth of your business. We offer tailored advice in areas such as planning, budgeting, process optimisation, capital raising and more. Let us know your requirements, our consultants will ensure best results for your business.
Choose Us For All Your
Financial Needs
Seasoned experts with over two decades of experience
Seasoned expert with over
two decades of experience
Tailored solutions as per
your financial objectives
Investment recommendations
after analysing risk parameters
Easy-to-access portfolio
through our app/website
See what our customers have to say about us
As a newcomer to investing, I had very limited knowledge. Sanjay Parikh patiently explained to me the various avenues of SIP and Mutual funds that I can explore and invest in. The onboarding process was also extremely smooth. Their also lets me easily track and be up to date with information. Overall, the experience has been great, and I would surely recommend to others!
Anusha Kumar
Architect and Urban designer starting a fresh career journey
From my very first meeting with Sanjay, his professionalism and advice has been very engaging. There on, over all our conversations, he unfailingly takes the time to explain everything thoroughly. His in-depth knowledge and guidance in the process of wealth management serves as a constant education.
Cornelia D'Costa
Advertising Professional
I’ve known Sanjay for over two decades. I have relied on his continual advice on financial planning issues. As we worked together on analysing my specific monetary situation, he also helped me grasp basic financial planning terms and concepts. Sanjay has an excellent understanding of my investment, tax and retirement needs, and has created a strategy that assures me of financial security and growth, regardless of market dynamics. I have complete confidence in his advice that I know stems from extensive experience and a genuine desire to help people make the best possible financial decisions. His patient and trustworthy demeanour makes dealing with financial complexities a lot easier. I look forward to working with EquiZen over the next few decades to accomplish all my financial goals.
Dr. Niyatee Shinde
Independent Curator, Photo Historian, Archivist, Art Appraiser & Consultant, India
I have taken the CFX course where my teacher was Mr. Sanjay Parikh sir. During the course I got to learn so much and his teaching is so much fun. He is a great teacher, mentor and gives such interesting real life examples. Honestly, I loved all the sessions taught by him, got some great insights about financial services and the BFSI industry. He is a great teacher and a very good mentor.
Aaisha Chauhan
Student of Jaihind College - Mumbai
I have attended the CFX certification course where the trainer was Sanjay Parikh sir. He taught each and every concept clearly by giving real life examples and because of which I built interest into the field of Mutual Funds. I am lucky that I got such a great trainer.
Mayuri Khade
Student of Tolani College of Commerce - Mumbai
Get In Touch
Whether you’re seeking investment guidance, strategic consultancy or education services, we’re here to support you every step of the way.
You can connect with us on the below contact details or complete the information on the right and press Submit.