Portfolio Management
Services (PMS)

Our Portfolio Management Services (PMS) provide personalized investment strategies tailored to individual investor objectives and financial goals.
Portfolio Management Services Image
Wealth Experts

100+

Wealth Experts

Stock Under Coverage

250+

Stock Under Coverage

Wealth Under Management

$1000+ M

Wealth Under Management

Years Of Experience

17+

Years Of Experience

Wealth Experts

100+

Wealth Experts

Stock Under Coverage

250+

Stock Under Coverage

Wealth Under Management

$1000+ M

Wealth Under Management

Years Of Experience

17+

Years Of Experience

Wealth Experts

100+

Wealth Experts

Stock Under Coverage

250+

Stock Under Coverage

Wealth Under Management

$1000+ M

Wealth Under Management

Years Of Experience

17+

Years Of Experience

Our Performance - Outshining Benchmark since 2016

1M3M6M1Y3Y5Yinception
Equirus Long Horizon Fund
3.99%
9.92%
14.22%
52.56%
27.31%
31.37%
24.80%
S&P BSE 500 TRI
1.92%17.88%16.20%34.42%21.87%18.49%15.65%
Our PMS outshines the benchmark S&P BSE 500 TRI with 27.11% return in the last 5 years as compared to 17.40%
Achieved 10%+ CAGR returns in 90% of observations, while the benchmark did only 78%
Only 1.2% negative returns versus the benchmark's 4.3% as of March 31st, 2024.
Outperformed S&P BSE 500 TRI 98% of the times in last 3 years of rolling return

Why use our portfolio
management services?

Our top-tier portfolio management services offer you above-average returns, while our
superior customer service ensures a positive experience.

coin-and-trees
Personalized Investment StrategiesTailored investment strategies designed to align with each investor's unique financial goals & risk tolerance.
Active Monitoring and RebalancingActively monitor market conditions and make timely adjustments.
Managed by ExpertsManaged by experienced portfolio managers who conduct in-depth research and analysis.
Transparency and ReportingReceive regular performance reports and updates on your portfolios.
Diversification & Risk ManagementDiversified across asset classes, sectors, and geographies to spread risk and minimize exposure to market fluctuations.
What Equirus Wealth PMS offersProfitable Growth and Longevity at a Reasonable Price
Equirus Long Horizon FundFocused on Small & Mid-cap with intent to invest in undiscovered business leaders with long-term potential growth.
Equirus Core EquityOur strategy with multi-cap portfolios focuses on investing in reasonably valued businesses with long-term potential for profitable growth.

Our Investment
Philosophy

Equirus PMS Investment philosophy is based on the synergies of value and quality. We invest in relatively undiscovered businesses with long growth potential. To qualify for our portfolio, companies must have the several qualities most relevant to long-term growth-qualities recognized and rewarded over time by investors and be selling at a price below their intrinsic value.

Profitable

Focus on businesses with high incremental return on capital.

Growth

Large size of opportunity and runway for growth.

Longevity

Sustainable competitive advantage over medium to long term.

Price

Our services come at a very reasonable fee, so you can enjoy quality without breaking the bank.

Types of PMS Equirus
Wealth Offers

Non-Discretionary

The fund manager works following the client.

Discretionary

The decision of investment rests solely on the fund managers.

Advisory Portfolio

Under this Portfolio Manager only suggests investment ideas. The decision and execution rest solely with the clients.

What sets our Portfolio Management Services (PMS) apart?

Non-model portfolio approach and differentiated investments.

Non-model portfolio approach to portfolio management.
Differentiated ideas with focus on overlooked/ignored stock in near term.
Try to avoid over-owned stocks unless they offer high-risk-adjusted returns.
Relatively concentrated portfolio of 18-20 high-conviction ideas.

PMS vs Mutual Funds

AspectPortfolio Management Services (PMS)Mutual Funds
Nature of Investment
Tailored to individual preferences and requirements
Pooled funds from multiple investors
Investment Size
Typically, higher minimum investment requirement
Lower minimum investment amounts
Customization
Highly customizable portfolios
Limited customization based on fund objectives
Management Control
Investor has direct control over investment decisions
Fund manager makes decisions for all investors
Transparency
More transparency in holdings and transactions
Holdings disclosed periodically
Risk & Returns
Potential for higher risk and returns
Risk and returns depend on fund's investment style
Investor Base
Individual investors with higher net worth
Retail investors, institutions, and individuals
Awards &
Recognitionsconnect-with-rm
Our PMS has a client retention ratio exceeding ~95% for past
3 successive years.
award

Rank 1 in 5-year Performance in Small-cap Category- 2024 by PMS AIF WORLD

award

Rank 1 in 5-year Performance across All Categories by IIM Ahmedabad and PMS AIF WORLD

award

Best Performing Fund in Small and Mid-cap Strategy for a Three-Year period by CRISIL and PMSBAZAAR

award

Best Performing Fund in Small and Mid-cap Strategy for a Three-Year period by CRISIL and PMSBAZAAR

Frequently Asked Questions

What is Portfolio Management Service (PMS)?

Portfolio Management Services (PMS) offer professional management of investment that aims to deliver risk-adjusted returns to their clients.

What are the types of PMS?

Non-Discretionary – The fund manager works following the client.

Discretionary – The decision of investment rests solely on the fund managers.

Advisory Portfolio – Under this Portfolio Manager only suggests investment ideas. The decision and execution rest solely with the clients.

Who is the ideal PMS Investor?

The ideal PMS investor is someone who is looking for a more personalized investment solution and wants to invest in asset classes such as equity, structured products, and fixed income. They should be high-net-worth clients or institutions.

What is the ideal investment time period for Equirus PMS?

Ideally, a client investing in PMS should consider anything between a 3+ year horizon, as it’s a personalized and focused investment strategy.

Does Equirus PMS have any lock-in period?

Equirus PMS does not have a lock in & clients are free to redeem or add funds at any time they want.

How can the funding of PMS be done?

Clients can directly fund the amount they wish to invest with a minimum of 50 Lakhs. We also provide the option to our clients of direct stock transfer.

Do all investors require to open a Demat account for PMS services with Equirus?

Yes. For investment in listed entities, an investor must open a Demat account and ensure that the account is maintained by the investor in his/her name.

What is the difference between PMS & mutual funds?

PMSMutual Fund
Provides personalised access to Professional Money Manager & their servicesProvides access to Professional Money Management services.
FlexibilityCustomisation
Portfolio can be customised to investors specific needNo Customisation Possible
MinimumMinimum
Minimum Investment -50 lakhMinimum investment -5000/-

Can an NRI invest in Equirus PMS?

Yes, an NRI can invest in PMS through NRE or NRO account. There are some additional documentation required in such cases.

Is partial withdrawal allowed in Equirus PMS?

The clients can withdraw the partial amount from their PMS. The value of the investment in the portfolio after withdrawal shall not be less than the minimum investment amount.
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Our team will answer all your questions. We ensure a quick response.

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