A financial expert crafting a concentrated portfolio strategy for long-term wealth creation

PMS -Elevate Your Wealth

Customized strategies, consistent growth

Equentis Concentrated Portfolio PMS

Quality Over Quantity for Wealth Growth

Equentis Concentrated Portfolio PMS is designed for savvy investors seeking concentrated exposure with a long-term horizon. With a focused selection of stocks, this portfolio targets exceptional long-term returns. It suits those with a high-risk appetite, aiming for wealth creation through carefully chosen,  concentrated growth opportunities.

Equentis Concentrated Portfolio PMS

Who is this PMS for?

Designed for Bold Investors Seeking High Growth

01

Investors with a high-risk tolerance

02

Those looking to capitalize on structural growth stories

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Focused on long-term wealth creation

04

Individuals looking for a highly personalized portfolio

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Seeking higher alpha returns than traditional investments

Why Choose This Concentrated Portfolio PMS

Focused Investing in High-Growth, Future-Ready Businesses

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Long-Term Focus

Targets capital appreciation over 5-10 years

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Selective & High-Conviction

Invests in a concentrated portfolio of 12-15 stocks.

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Structural Growth Companies

Businesses with market leadership, scalability, & competitive advantages.

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Thematic Investing

Aligned with emerging trends; technology, consumer behavior, & regulatory changes.

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Sustainable Business Models

Invests in companies positioned for long-term success and resilience.

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Low Churn Rate (10-20%)

Designed for steady, high-quality growth of your investments.

Emerging Investment Themes in Equentis Concentrated Portfolio PMS

Investing in Transformative Growth Sectors

Tech & Digitalization

Investing in innovation and digital transformation.

Financialization of Savings

Capturing the shift towards formal financial investments.

Rising Consumer Spending

Benefiting from increasing per capita consumption.

Capex-Led Growth

Investing in defense, railways, and electronics.

Atmanirbhar Bharat

Supporting exports, manufacturing, and infrastructure expansion.

Renewable Energy & E-Mobility

Backing the green transition.

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Frequently asked questions

Get answers to the most pertinent questions on your mind now.

PMS is a highly personalized investment service that offers actively managed portfolios tailored to individual financial goals.

Unlike mutual funds, PMS provides higher flexibility, personalized strategies, and direct stock ownership.

PMS is ideal for HNIs, UHNIs, experienced investors, and institutions seeking higher returns with customized strategies.

We implement stop-loss triggers, include sector exposure limits, and actively monitor portfolios to optimize returns while managing volatility.

  • Active portfolio management.
  • Personalized investment strategies
  • Advanced risk management techniques
  • Regular performance updates & insights
  • SEBI-registered PMS