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Portfolio Management Services in India

Aequitas is a boutique investment management firm renowned for delivering tailored portfolio management services in India to high-net-worth individuals (HNIs), ultra-high-net-worth individuals (UHNIs), Single/Multiple Family Offices, and other prominent investors across India and overseas countries.

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Portfolio Management Services

Looking for PMS Services in India?

Headquartered in Mumbai, Aequitas has firmly positioned itself as a leader in PMS Services in India, managing assets exceeding INR 27 billion with a remarkable track record of achieving a 27% CAGR over the past decade.

As providers of the best PMS in India, we are dedicated to unlocking true wealth potential for our clients.

Why Choose Aequitas’ PMS?

Discover why Aequitas offers the best PMS services in India, designed to deliver exceptional wealth growth through expertise and strategic investment.

Tailored Investment Solutions

Our PMS fund managers curate bespoke investment portfolios, not off the rack model portfolios, for our clients, enabling one-on-one relationships and transparency.

High Margin of Safety

Our Multibagger investment approach for the portfolio management service is driven by securing margin of safety, focusing on out of favour opportunities with significant growth potential.

In-House Research

Our PMS service relies on our in-house, process-driven research. With zero dependence on external agencies, we ensure data-backed decisions that maximize returns and mitigate risks.

Long-Term and Contrarian

Our average holding period exceeds 5 years with <20% churn, driven by identifying out-of-favour companies with strong earnings potential & corporate governance.

Over the years, many of our portfolio companies have not only achieved remarkable growth but have also turned into multibaggers, delivering outsized returns to stakeholders. Here are some standout examples.

Insights from the Leading PMS Company in India

Apar Industries Ltd
Avanti Feeds Limited
GAEL
JSL
PowerMech

Apar Industries Ltd

Apar Industries Ltd. is a leading Indian conglomerate, specializing in the production of conductors, transformer oils, and power and telecom cables.

Multibagger quotient: 37x

Apar Industries Ltd. with a 37x multibagger quotient

Avanti Feeds Limited

Avanti Feeds Ltd. is a prominent Indian aquaculture company that specializes in shrimp and prawn processing. It is known for its quality seafood products and has a significant presence in the global seafood industry.

Multibagger quotient: 120x

Avanti Feeds Ltd. with a 120x multibagger quotient

GAEL

Gujarat Ambuja Exports Ltd. specializes in the export of agricultural products, including spices, seeds, and other food items, and is known for its international market presence and quality products.

Multibagger quotient: 27x

Gujarat Ambuja Exports Ltd. with a 27x multibagger quotient

JSL

Jindal Stainless Ltd. is one of India's largest stainless-steel manufacturers and a leading global player, renowned for its high-quality stainless-steel products.

Multibagger quotient: 12x

Jindal Stainless Ltd. with a 12x multibagger quotient

PowerMech

Power Mech Projects Ltd. is a leading Indian infrastructure company specializing in the execution of power projects, industrial boilers, and balance of plant works.

Multibagger quotient: 9x

Power Mech Projects Ltd. with a 9x multibagger quotient

Know Your PMS Fund Manager

Pratiksha

Co-Fund Manager

Pratiksha Daftari

Co-Fund Manager, PMS

With experience of over 10 years, Pratiksha Daftari specializes in the analysis of investee companies including industry trends, finding new investment opportunities, understanding of macro-economic scenario and its bearing on markets at large.

Bringing a blend of expertise as a qualified Chartered Accountant and an MBA graduate from the Indian School of Business, her proactive approach, patience, and passion consistently enhance the quality of her work in the Portfolio Management Services. This proficiency led to her appointment as Co-Fund Manager for our PMS in India in August 2022, a testament to her aptitude for curating portfolios with precision.

Download Resources

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Company
presentation

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4 MB

Disclosure
Document

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3.9KB

PMS
Charter

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154 KB

PMS Investor’s Complaints

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FAQs: Portfolio Management Services in India

? Can NRI’s invest in PMS?

Yes, they can invest in PMS

? Does Portfolio Management Service have any lock-in period?

No, there is no lock-in, however, as part of our long-term investment strategy, we suggest a minimum holding period of 3-5 years.

? What is the minimum investment size to start with Aequitas PMS?

INR 25 cr.
We have another product based on the same investment philosophy & lower ticket size - Alternative Investment Fund (AIF).
You can check under "Indian Equity" tab.

? What kind of reports can the client expect from portfolio managers?

The client will get a monthly report of the portfolio performance.

? Do I have to make a demat account first?

We create a demat account as part of the client onboarding.

? What is the Tax Treatment in PMS investment?

Refer to the Disclosure Document (in Download Resources section above)

? Is the Portfolio Management Services Discretionary or Non-Discretionary

Aequitas offers a discretionary portfolio management service (PMS), where our experienced portfolio managers make investment decisions on your behalf. This hands-off approach ensures your portfolio benefits from our expertise and market insights. In contrast, a non-discretionary PMS would require your approval for every decision, demanding active participation.

Fill your details and we will call to explain our PMS

If you are interested to know more about our Investment Services in India, please fill in your details and our team will reach out to you at the earliest possible.

Portfolio Management Services in India

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Looking for PMS Services in India?

Why Choose Aequitas’ PMS?

Tailored Investment Solutions

High Margin of Safety

In-House Research

Long-Term and Contrarian