Who we are
AGT Equities was founded on a single, powerful principle: the fusion of deep financial expertise with the analytical power of modern technology. We are a specialized investment adviser, not a conventional wealth manager. Our focus is laser-sharp—to actively manage the equity allocation for a select group of clients who seek a sophisticated, data-driven strategy.
The firm is led by its founder, Yash Patil, a CFA charterholder. With a background rooted in rigorous financial analysis and a forward-looking embrace of technology, Yash built AGT Equities to fill a critical gap in the market—providing an active, intelligent equity strategy that complements a client's broader financial picture.
As a fiduciary, our commitment is to you. We operate with complete transparency and a singular focus on achieving your investment objectives within the specialized mandate you have entrusted to us.
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