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Equentis Multi-Cap PMS
Diversified Growth Across Market Caps
Looking for more than just mutual funds and index investing? Equentis Multi-Cap PMS is designed for investors who want a balanced mix of growth, diversification, and capital preservation. Whether you have a moderate to high-risk appetite or aim for higher alpha returns, this strategy helps you navigate market cycles while building wealth over the medium to long term.
Who should consider this PMS?
Designed for Growth & Stability
Why Choose Multi-Cap PMS
Seamless Blend of Large, Mid & Small Caps
Diversified Equity Strategy
Invests across large, mid, and small-cap companies.
Rule-Based Stock & Sector Selection
Data-driven approach to picking stocks for you to invest in.
Bottom-Up Investment Framework
Focuses on company fundamentals over market trends.
Long-Term Growth Focus
Targets capital appreciation over 3-5 years, resulting in long term growth.
High-Growth Potential
Invests in companies that can grow multi-fold in 3-4 years.
Balanced Portfolio
Typically holds 25–35 diversified stocks with a 20–30% annual churn rate.
Robust Stock Selection Criteria
Financial Strength – Earnings quality, return ratios, strong balance sheet.
Industry Tailwinds – Focus on sectors benefiting from regulatory changes and consumer trends.
Management Quality – Track record, capital allocation, promoter pledge.
Business Moat – Competitive advantages like brand strength and market share.
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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