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Asset Management

Our Portfolio Management Services (PMS) focuses on taking concentrated bets for the long term, in high quality publicly listed Indian companies at reasonable valuations. As investment managers, our primary goal is to generate significant outperformance of the broader Indian indices over a 3-5 year period.

Leveraging on long track record of value creation by institutional research team, Equirus PMS intends to focus on businesses with leadership positions in industries with long runways. We intend to be early in the business discovery, thus providing us maximum earnings growth with limited churn.

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Investment Philosophy

Equirus PMS Investment philosophy is based on the synergies of value and quality. We intent 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.

Approachs

  • We strictly follow bottoms up approach and all companies have to clear our careful and detailed checklist. This approach means we can consider a broad range of securities investments across market capitalisation. We are not limited or have any biases found within several firms pledging to invest only on the basis of quality, growth, earnings momentum or value.
  • We do not mimick any index and consider companies in all industries, and companies considered to be small, medium, or large capitalization.

Disclosure Document

Direct Onboarding Route

  • All clients have an option to invest in the products / investment approaches directly, without intermediation of persons engaged in distribution services.
  • Client can directly approach us by sending an email on pmsops@equirus.com

Our Team

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Viraj Mehta

Managing Director - PMS

Viraj Mehta

Managing Director - PMSr

Viraj Mehta has over 8 years of experience in the field of investing with an excellent and proven track record. He was selected by Wall Street Journal (WSJ) as part of “Asia’s Master Stock Picker” series for India. He had been part of the award winning fund management team at Franklin Templeton Investments managing an AUM of ~US$ 6bn. Viraj had also been the lead analyst for managing the small companies fund at Franklin Templeton Investments. Prior to joining equirus, Viraj was part of the team managing ~US$ 60mn at ValueQuest Capital LLP. He is a MBA from MDI, Gurgaon & Chemical Engineering from Nirma Institute of Technology, Ahmedabad. Viraj can be reached at viraj.mehta@equirus.com

Contact Us

Equirus Portfolio Management Services
SEBI PMS Registration number: INP000007076

Address of Corporate Office:

3rd floor, House No. 9, Magnet Corporate Park, Near Zydus Hospital, B/H Intas, Sola Bridge, S.G. Highway, Ahmedabad - 380 054

Contact Details

Phone : 91- 079-6190 9595

Fax : 91-079-6190 9560

Investor relation officer for PMS : Ms. Kena Shah

Contact Details

Address :
3rd floor, House No. 9, Magnet Corporate Park, Near Zydus Hospital, B/H Intas, Sola Bridge, S.G. Highway, Ahmedabad - 380 054

Email Id
equirus_compliance@equirus.com

Phone
91 - 079-6190 9587