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Portfolio management services
Your portfolio, our masterpiece.
Equentis -PMS
At Equentis, our Portfolio Management Services (PMS) offer a bespoke approach to investing—combining deep market insights with personalized strategies. Our professionals actively manage your portfolio, track market trends, identify opportunities, and make informed decisions to help maximize your returns.
The smart compass for your investments
Guiding your portfolio toward sustainable growth
Bespoke portfolio
Tailored to match your financial goals & life ambitions
Robust research & analysis
In-depth market analysis to uncover high-potential investment opportunities
No lock-in
Decide when to exit. However, exit charges may apply for early exits
Timely updates
Get regular updates, performance reports, & more
Technological edge
Leverage our proprietary quant engine 'Alphabet' to analyze the listed universe
Real-time access
Access your portfolio anytime, anywhere
2 Strategies, one focus: your wealth
Guard & grow
Equentis Multi-Cap Portfolio
Unbiased growth across all sectors and market caps with a bottom-up investment approach.
Time horizon
3+ years
Stocks
25-35
Churn rate
20-30%
The Equentis edge
Solutions that match your ambitions
Making Waves
& Breaking Norms
July 29, 2025 | 5 min read
Sharpsell.ai raises ₹ 30 Cr in series A, backed by Equentis angel fund
Read more →
ET CIO
July 30, 2025 | 6 min read
AI sales enablement platform Sharpsell raises Rs 30 crore
Read more →
The Economic Times
July 30, 2025 | 5 min read
Sharpsell.ai raises ₹ 30 Cr in series A, backed by Equentis angel fund
Read more →
Hindu Business Line
July 29, 2025 | 5 min read
Sales Playbook Automation Startup Sharpsell.ai Bags INR 30 Cr
Read more →
INC 42
July 26, 2025 | 5 min read
India's IPO market looks poised for a solid show in FY26: Key factors at play
Read more →
Live mint
June 22, 2025 | 5 min read
No sharp downside for Nifty unless all pillars shake
Read more →
Money Control
June 05, 2025 | 5 min read
How Indian investors can drive real change on World Environment Day
Read more →
Economic times
May 08, 2025 | 5 min read
Our fair price on Nifty50 is around 28,000 over the next 12 months
Read more →
Business Standard
May 08, 2025 | 5 min read
Daily Voice: India-Pakistan tensions unlikely to rattle markets unless trade
Read more →
Money Control
Meet the team
The powerhouses behind your portfolio
Manish Goel
Founder & MD
Manish Goel, Founder and MD of Equentis Wealth Advisory Services Ltd., champions financial literacy and inclusive wealth creation. Leveraging global expertise, he drives innovative investment strategies and offers SEBI-regulated portfolio management and equity advisory services to empower Indian investors.
Before setting up Equentis, Mr. Goel was the Finance Director of ICCON Limited, a London-based company that advised clients on real estate investments in the UK and other European countries.
He is a qualified Company Secretary with a Master's in International Trade and Finance from the United Kingdom and a Law Graduate.
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Frequently asked questions
Get answers to the most pertinent questions on your mind now.
PMS is ideal for individuals seeking professional portfolio management, especially if they find it challenging to monitor their investments daily.
A minimum investment of ₹60 lakh is required to access our portfolio management services
We offer our customers two fee payment structures.:
- Fixed management fee as a percentage of your AUM
- Fixed Management + Variable Performance Fees based on your AUM with a hurdle rate of 15%.
In discretionary PMS, we make decisions on your behalf. In non-discretionary PMS, you have control while we provide recommendations.
We provide detailed reports and updates about your portfolio’s progress.
A Demat account holds your investments electronically, ensuring seamless management and transactions.
We adhere to strict regulatory standards and implement robust security measures to protect your assets.