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.
Who is this PMS for?
Designed for Bold Investors Seeking High Growth
Why Choose This Concentrated Portfolio PMS
Focused Investing in High-Growth, Future-Ready Businesses
Long-Term Focus
Targets capital appreciation over 5-10 years
Selective & High-Conviction
Invests in a concentrated portfolio of 12-15 stocks.
Structural Growth Companies
Businesses with market leadership, scalability, & competitive advantages.
Thematic Investing
Aligned with emerging trends; technology, consumer behavior, & regulatory changes.
Sustainable Business Models
Invests in companies positioned for long-term success and resilience.
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