Most consistent high performing fund in India: 27% CAGR over 10 Years
Discretionary Portfolio Management Services
Our aim in assembling an exceptional research team is not to get bragging rights – but to have people who know the ins and outs of the markets. Which is why we feel confident in our decisions and judgement. If you’d like to hear more about our discretionary portfolio management in Mumbai, India, kindly get in touch!
Well Diversified Tailored Portfolios
Most of the Portfolio management professionals tend to run a model portfolio that does not really cater to the individual needs of PMS investors. Aequitas on the other hand follows a contrarian approach by building bespoke portfolios for every PMS investor. Every portfolio starts with an equal weighted 16 stocks with holdings comprising companies that are leaders in their sectors.
High Margin of Safety
For us value is the name of the game. We only invest in businesses with a rich performance history floating at a reasonable discount to their intrinsic value. This coupled with our low churn rate is the reason why we have delivered some of the best net returns in the country.
Long Term Investing
We follow the tenets of value investing – which means that we look for top performing companies in out of favor sectors at a reasonable valuation. To reap the benefits of value investing, one must be a long-term investor i.e., at least 5 years – which is exactly what we do and exactly what we expect from our PMS investors.
