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7 Must-know tips before opting for a Portfolio Management Service in Mumbai, India

Author : Aequitas A successful investing portfolio requires knowledge, experience, and time to build and manage. Portfolio management services (PMS) are an enticing option to individuals looking for professional assistance in managing their finances. If you are looking for PMS firms

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We are a leading investment firm with offices located in Mumbai, India & Dubai who specialize in global listed equity markets. Our clients comprise over a hundred UHNIs, family offices and global investors. With a net AUM of INR 52 bn., our 10-year CAGR of 27% (for PMS) has significantly outperformed the Nifty all along.

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A-1003, The Capital Building, Behind ICICI Bank, BKC, Bandra -East, Mumbai -400051

Complaint Redressal officer (CRO):
1. For PMS: Neerav Shah
2. For AIF: Harshi Agarwal
3. For IFSCA: Saurabh Arora

Complaint Redressal Appellate Officer (CRAO):
1. For AIF & PMS:
siddhartha.bhaiya@aequitasindia.in

2. IFSCA: subham.agarwal@aequitasindia.in

  • info@aequitasindia.in

  • +91 72080 42953

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