Aequitas PMS or Portfolio Management – Performance, Cost, Support & more
Aequitas PMS (Portfolio Management Services) is a premier investment solution designed to cater to the diverse financial goals of investors.
Known for its expertise in equity investments, this PMS house offers a range of strategies tailored to maximize returns through research-driven portfolio management.
The Aequitas Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.
Aequitas PMS - Snapshot
Total AUM
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Aequitas Portfolio Management Review & Ratings by Franchisebyte
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Overview of Aequitas Portfolio Management Services
Organization Type
Head Office
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Investment Strategies
Aequitas PMS Returns or Performance
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
Aequitas PMS Charges or Cost
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Aequitas PMS Investment Strategies
| Strategy Name | India Opportunities Product |
| Start Date | 01-Feb-13 |
| Category | Small Cap |
| Benchmark | Nifty 50 |
| AUM (Rs.) | Rs.3048.88 Cr. |
| No. of Stocks | 38 |
| 1 Yr. Return | 28.66% |
| 3 Yr. Return | 37.09% |
| 5 Yr. Return | 38.93% |
| Fund Manager | Mr. Siddhartha Bhaiya |
Top Portfolio Managers of Aequitas Portfolio Management Services
#1
Aequitas Portfolio Manager - Customer Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Aequitas Portfolio Management - Investment Facilities
Custom Strategy
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NRI Investment
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Aequitas PMS - SEBI Details
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Aequitas Portfolio Management Services - Eligibility Criteria
Age
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Aequitas Portfolio Management - Documents Required
PMS Agreement
POA
Demat Account
PAN
Address Proof
Aequitas PMS Backoffice or Dashboard Link
Web Platform
