Integrated advisory services tailored to your requirements
Esquire Capital Investment Advisors
Pvt Ltd
Comprehensive Financial Planning
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The Comprehensive Financial Planning services analyses your financial health thoroughly and plans your investments goals through a road map for the future.
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It secures all financial needs like children’s education, children’s marriage, retirement, and re-structures loans and tax optimization. The steps taken are detailed out below
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Thorough analysis of your financial profile and risk appetite is done to chalk out short term and long term goals.
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Seven facets of financial planning are applied according to your portfolio which includes investment planning and wealth creation, insurance recommendation, liability management, retirement planning, expenses analysis, contingency planning and tax advisory.
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Thorough analysis of current cash flows and future projections are made based on the strategy recommended in the plan .
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Goal Driven Investing - Help you set long term milestones including retirement, earmarking your current portfolio to each of the milestones according to priority, development of a comprehensive investment strategy to achieve the milestones.
Financial prescription
Risk Management
And Insurance Planning
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Most individuals are not capacitated to take a decision by themselves and need the expertise of an insurance advisor.
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We act as your long term Insurance Advisors.
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We will help you calculate the amount of life cover or the sum assured.
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We will assess sources of your income, number of your dependents, your debts and liabilities and your expenses based on your lifestyle and arrive at a life cover.
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We will also help decide the best plan, be it a term plan, endowment plan, unit-link plan or a combination of plans, to help provide you with an optimum life cover.
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Likewise, if you have other needs like planning for your child’s education or marriage, pension for your retirement, a woman’s insurance plan for women, trust us to do the math and come up with an ideal solution.
SAMRAT DASGUPTA
Samrat Dasgupta is an alumnus of IIM Ahmedabad 1995 batch, specializing in Finance.
He joined Citibank from campus, and continued there in various positions till 2011. He has done assignments in various businesses like Transaction Banking, Securities Services, Wealth Management and Equities acquiring experience at Sales, Product and Technology.
He headed Technology for the Indian subcontinent for 3 years.
In 2004, Samrat joined Citi Global Markets (erstwhile Solomon Brothers), setting up Citi Smith Barney in India and acting as the COO for Smith Barney and Citi Private Bank.
These vehicles were in charge of Ultra HNIs and Family Offices. He then started looking after the Equities Sales Business for Domestic Institutions and Family Offices. He was on the board of Citi Global Markets as Director for 3 years.
Samrat started his entrepreneurial journey in 2011. He is the founder of Esquire Capital Investment Advisors (a SEBI registered Investment Advisor), which provides Financial Advisory services for HNIs. Esquire Capital also works as a boutique Investment Bank servicing the fund-raising requirements of Small and Medium Enterprises.
As an investor and advisor, Samrat has interests in other successful businesses.
He co-founded Xpertifi Skills Tech Pvt Ltd in 2018. Xpertifi strives to use the latest technology to spread vocational education for corporates and consumers.
This initiative will now be his main focus for the next few years, trying to bridge the gap between college education and the corporate world.
UMESH PATIL
Umesh Patil is a B.Com and a qualified Portfolio and Investment Advisor. He has over 12 years of experience in advising and guiding clients on their equity portfolios and other financial assets.
He is also an expert in Life Insurance planning, guiding clients on how to calculate life covers, as well as how to plan for retirement and long term financial requirements.