Unlock your financial potential with
expert guidance
strategic insights
personalized advice
cutting-edge technology
comprehensive planning
Comprehensive financial consulting services tailored to your needs
Services
To meet your needs
SIP
Wealth Creation
SIP helps build long-term wealth through disciplined monthly investments in mutual funds.
Achieve Life Goals
Meet your financial milestones like education, marriage, or retirement with ease.
Start Small, Grow Big
Begin with as little as ₹500/month and gradually build your
investment corpus.
Mutual Funds
Diversified Investment
Invest in a balanced mix
of equity ,debt, and
hybrid instruments.
Expert Fund Management
Professional fund managers handle
your investments with data-driven
strategies.
Flexible Options
Choose from equity, debt, hybrid, or liquid funds based on your goals and risk appetite.
Insurance
Life Coverage
Secure your family’s financial future in case of life’s uncertainties.
Custom Plans
Get tailored insurance policies that suit your lifestyle and responsibilities.
Tax Benefits
Enjoy tax deductions under Section 80C and 10(10D) of the Income Tax Act.
Advisory
Goal-Based Planning
Personalized strategies to achieve your short- and long-term financial objectives.
Risk Profiling
Investment advice based on your unique risk tolerance and income profile.
Transparent
Unbiased, data-backed guidance to help you make informed decisions.
Share Trading
Real-Time Insights
Stay ahead with market updates, trends, and expert recommendations.
Easy Execution
Buy and sell stocks with ease via our integrated trading platforms.
Training & Support
Learn market dynamics with regular training and personal advisory support.
Investments
Diversified Portfolio
Invest across equity, debt, gold, and real estate-backed products.
Long-Term Growth
Focused on capital appreciation and wealth building for future security.
Periodic Review
Regular performance check-ins and portfolio rebalancing to meet your goals.
Industries
Building wealth, creating futures.
Why us
Trusted experts with years of experience and industry accreditations
At Treasure Equity, we believe financial success begins with the right guidance. For over 25 years, we’ve been helping individuals, families, and businesses make smart investment decisions with confidence and clarity.
Whether it’s building wealth through SIPs, securing futures with insurance, or crafting custom portfolios — our client-first approach ensures you get the right support at every financial milestone.
Deep financial knowledge built over decades of service.
A loyal client base that trusts our integrity and insights.
Led by seasoned professionals who understand both numbers and people.
Guided by integrity, trust, and client-centricity, our values drive everything we do.
Integrity
Uphold high ethical standards and act with honesty, transparency, and professionalism in all your interactions.
Trust and Confidentiality
Understand the importance of trust and confidentiality in your client relationships.
Objectivity
Provide unbiased advice that is based on thorough analysis, research, and a comprehensive understanding of your clients' financial situations.
Expertise
Stay up-to-date with industry trends, regulations, and best practices to offer informed advice to your clients.
Long-Term Relationships
Build long-term relationships with your clients based on trust, open communication, and mutual respect.
Accountability
Monitor progress, review strategies, and make adjustments as needed to help clients stay on track towards their financial goals.
Testimonials
Those who trust us
Working with Beratung has been a game-changer for my financial future. Their expertise and personalized guidance have helped me achieve my goals with confidence.
I have been a client for years, and they consistently exceed my expectations. Their professionalism, integrity, and commitment to my financial success are unmatched.
The financial advice and support I received have been invaluable. They have a deep understanding of my needs and have helped me navigate complex financial decisions with ease.
Get started
Schedule your personalized consultation today
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are
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together.
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