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
Jan 15, 2024 | 5 min read
Equentis- The office needs smart workers, not workaholics...Read more →
liveMINT
Dec 27, 2024 | 5 min read
Equentis- Start your wealth creation journey! How to spot the next multibagger in 2025...Read more →
The Economic Times
January 30, 2025 | 3 min read
Equentis- Gen Z bulls: Young investors dominate market, half under 30...Read more →
Business Line
Mar 1, 2024 | 5 min read
Equentis- Research and Ranking ad toasts the investors for life...Read more →
The Economic Times
Apr 2, 2024 | 2 min read
Equentis- Research & Ranking rebrands itself to Equentis – Research & Ranking...Read more →
The Economic Times
Meet the team
The powerhouses behind your portfolio
Rakesh K
Chief Business Officer - PMS
Rakesh K, Chief Business Officer – PMS, brings over 25 years of experience in the BFSI domain with expertise in wealth and asset management, and distribution. He has held leadership roles at Shriram Fortune, Shriram Wealth, Fisdom, Birla, JP Morgan Stanley, and Motilal Oswal.
A marathoner and philanthropist, he drives PMS growth, client acquisition, and strategic initiatives to enhance client experience.
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.