Our top-tier portfolio management services offer you above-average returns, while our superior customer service ensures a positive experience.
Profitable Growth and Longevity at a Reasonable Price
Focused on Small & Mid-cap with intent to invest in undiscovered business leaders with long-term potential growth.
Our strategy with multi-cap portfolios focuses on investing in reasonably valued businesses with long-term potential for profitable growth.
Equirus PMS Investment philosophy is based on the synergies of value and quality. We 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.
Focus on businesses with high incremental return on capital.
Large size of opportunity and runway for growth.
Sustainable competitive advantage over medium to long term.
Our services come at a very reasonable fee, so you can enjoy quality without breaking the bank.
The fund manager works following the client.
The decision of investment rests solely on the fund managers.
Under this Portfolio Manager only suggests investment ideas. The decision and execution rest solely with the clients.
Non-model portfolio approach and differentiated investments.
Our PMS has a client retention ratio exceeding ~95% for past 3 successive years.
Rank 1 in 5-year Performance in Small-cap Category- 2024 by PMS AIF WORLD
Rank 1 in 5-year Performance across All Categories by IIM Ahmedabad and PMS AIF WORLD
Best Performing Fund in Small and Mid-cap Strategy for a Three-Year period by CRISIL and PMSBAZAAR
Best Performing Fund in Small and Mid-cap Strategy for a Three-Year period by CRISIL and PMSBAZAAR
Frequently asked questions
PMS | Mutual Fund |
Provides personalised access to Professional Money Manager & their services | Provides access to Professional Money Management services. |
Flexibility | Customisation |
Portfolio can be customised to investors specific need | No Customisation Possible |
Minimum | Minimum |
Minimum Investment -50 lakh | Minimum investment -5000/- |