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Portfolio Management Services (PMS) in India

Aequitas is a leading PMS fund house renowned for delivering best 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 Best PMS in India?

Headquartered in Mumbai, Aequitas has firmly positioned itself as a leader in PMS Services in India, managing assets exceeding

INR 29 billion with a remarkable track record of achieving a 32% CAGR over a 12 years period.

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

Why Choose Aequitas’ PMS Services in India?

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' 37X return with the best PMS in India highlights expert portfolio management services in India.

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 achieved 120X returns with top PMS in India offering expert portfolio management services in India.

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

GAEL delivered 27X returns under the best PMS in India through leading portfolio management services in India.

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 achieved 12X gains with top PMS in India offering high-performance portfolio management services in India.

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 saw 9X returns through the best PMS in India offering reliable portfolio management services in India.

Know Your PMS Fund Manager

PMS expert at Aequitas delivering the best PMS in India through trusted portfolio management services in India for long-term growth.

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 for PMS in India

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Company
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4 MB

Disclosure
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PMS
Charter

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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.

Still got questions around Portfolio Management Services in India?

? What is Portfolio Management Services in India?

Portfolio Management Services (PMS) in India refers to a specialised investment service offered by expert portfolio fund managers, focused at providing customised investment solutions to meet individual investment objectives based on risk tolerance, diversification, capital available to invest, etc.
While there are multiple portfolio management companies in India who offer this service, focusing on generating high returns through a well-diversified investment strategy.
“Aequitas India Opportunities Product” - the best PMS in India offered by Aequitas has delivered a 32% CAGR since inception (Feb, 2013)

? How to Choose the Best PMS Services in India?

To choose the best PMS service in India, start by defining your investment goals—whether it’s wealth creation, regular income, or capital preservation. Assess the PMS provider’s track record, focusing on consistent returns, benchmark performance, and risk management over 5-10 years. Evaluate the PMS fund manager’s expertise, including their experience, strategy, and market insights. Review the fee structure, ensuring it aligns with your financial goals. Lastly, check for transparency and service quality, including regular reporting and client support. Opt for a PMS that offers a balance of performance, reliability, and personalized service - something Aequitas’ PMS in India offers.

? How Portfolio Management Services Works with Aequitas?

Customized Investment Approach
At Aequitas, our PMS fund managers craft personalized investment portfolios tailored to each client’s needs—moving beyond generic, model-based strategies. This ensures a direct, transparent, and collaborative investment experience. PS, ours is a discretionary PMS service in India.
Investing with a Safety Net
Our approach to wealth creation emphasizes a strong margin of safety. We focus on identifying undervalued opportunities with high growth potential, allowing for strategic investments in overlooked assets.
Independent, Data-Driven Research
We rely exclusively on our in-house research process, eliminating dependence on external agencies. This ensures well-informed, data-backed decisions aimed at optimizing returns while effectively managing risk.

? How did Aequitas become top PMS in India?

Aequitas stands out as the top Portfolio Management Service (PMS) in India due to its exceptional ability of identifying multi-bagger opportunities in the pool of listed stocks which has generated exponential returns. By identifying high-potential companies early at a lucrative valuation, Aequitas has continuously outperformed index and peers. Key examples of alpha realization include Avanti Feeds Limited, which surged 120x, Apar Industries Ltd with a 37x return, GAEL at 27x, JSL at 12x, and PowerMech at 9x. This remarkable performance is driven by a robust investment strategy, deep research, and a disciplined approach, enabling Aequitas to consistently outperform the market and establish itself as a leader in the PMS landscape.

Portfolio Management Services (PMS) in India

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Looking for Best PMS in India?

Why Choose Aequitas’ PMS Services in India?

Insights from the Leading PMS Company in India

Apar Industries Ltd

Avanti Feeds Limited

GAEL

JSL

PowerMech

Know Your PMS Fund Manager

Pratiksha Daftari

Download Resources for PMS in India

FAQs: Portfolio Management Services in India

? Can NRI’s invest in PMS?

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

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

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

? Do I have to make a demat account first?

? What is the Tax Treatment in PMS investment?

? Is the Portfolio Management Services Discretionary or Non-Discretionary

Related Articles Around PMS in India

Fill your details and we will call to explain our PMS

Still got questions around Portfolio Management Services in India?

? What is Portfolio Management Services in India?

? How to Choose the Best PMS Services in India?

? How Portfolio Management Services Works with Aequitas?

? How did Aequitas become top PMS in India?

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