Portfolio Management
Services (PMS)
Our Portfolio Management Services (PMS) provide personalized investment strategies tailored to individual investor objectives and financial goals.
100+
Wealth Experts
270+
Stock Under Coverage
$1.6+ B
Wealth Under Management
17+
Years Of Experience
100+
Wealth Experts
270+
Stock Under Coverage
$1.6+ B
Wealth Under Management
17+
Years Of Experience
100+
Wealth Experts
270+
Stock Under Coverage
$1.6+ B
Wealth Under Management
17+
Years Of Experience
Our Performance - Outshining Benchmark since 2016
- Our PMS outshines the benchmark S&P BSE 500 TRI with 27.11% return in the last 5 years as compared to 17.40%
- Achieved 10%+ CAGR returns in 90% of observations, while the benchmark did only 78%
- Only 1.2% negative returns versus the benchmark's 4.3% as of March 31st, 2024.
- Outperformed S&P BSE 500 TRI 98% of the times in last 3 years of rolling return
Why use our portfolio
management services?
Our top-tier portfolio management services offer you above-average returns, while our
superior customer service ensures a positive experience.
Our Investment
Philosophy
Equirus PMS Investment philosophy is based on the synergies of value and quality. We invest in relatively undiscovered businesses with long growth potential. To qualify for our portfolio, companies must have the several qualities most relevant to long-term growth-qualities recognized and rewarded over time by investors and be selling at a price below their intrinsic value.
Profitable
Focus on businesses with high incremental return on capital.
Growth
Large size of opportunity and runway for growth.
Longevity
Sustainable competitive advantage over medium to long term.
Price
Our services come at a very reasonable fee, so you can enjoy quality without breaking the bank.
Wealth Offers
Non-Discretionary
The fund manager works following the client.
Discretionary
The decision of investment rests solely on the fund managers.
Advisory Portfolio
Under this Portfolio Manager only suggests investment ideas. The decision and execution rest solely with the clients.
What sets our Portfolio Management Services (PMS) apart?
Non-model portfolio approach and differentiated investments.
Non-model portfolio approach to portfolio management.
Differentiated ideas with focus on overlooked/ignored stock in near term.
Try to avoid over-owned stocks unless they offer high-risk-adjusted returns.
Relatively concentrated portfolio of 18-20 high-conviction ideas.
PMS vs Mutual Funds
3 successive years.
Rank 1 in 5-year Performance in Small-cap Category- 2024 by PMS AIF WORLD
Rank 1 in 5-year Performance across All Categories by IIM Ahmedabad and PMS AIF WORLD
Best Performing Fund in Small and Mid-cap Strategy for a Three-Year period by CRISIL and PMSBAZAAR
Best Performing Fund in Small and Mid-cap Strategy for a Three-Year period by CRISIL and PMSBAZAAR
Frequently Asked Questions
You have different questions?
Our team will answer all your questions. We ensure a quick response.
