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Equirus 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 Equirus Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.

Equirus PMS - Snapshot

Total AUM

Rs.653.42 Cr.

1 Year Return

22.60%

Minimum Investment

Rs.50 Lakh

Experience

17 Years

Active Clients

497

Equirus Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.97 / 5

Fees

3.78 / 5

Experience

3.82 / 5

Support

3.96 / 5

Facilities

3.86 / 5

Overall Rating

3.88 / 5

Star Rating


Overview of Equirus Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Ajay Garg

Founded In (year)

2007

No. of Active Clients

497

Minimum Investment

Rs.50 Lakh

Investment Strategies

2

Equirus PMS Returns or Performance

1 Year

22.60%

Nifty 50 - 1 Year

17.34%

3 Year

13.24%

Nifty 50 - 3 Year

13.57%

5 Year

32.96%

Nifty 50 - 5 Year

20.77%

Equirus PMS Charges or Cost

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1% of Fund Value

Variable Profit Sharing

20% (if above 10% Profit)

Exit Load 1st Year

2.00%

Exit Load 2nd Year

1.00%

Exit Load 3rd Year

0.00%

Equirus PMS Investment Strategies

Strategy Name Long Horizon Fund Core Equity
Start Date 20-Oct-16 27-May-22
Category Small Cap Multi Cap
Benchmark S&P BSE 500 S&P BSE 500
AUM (Rs.) Rs.549.16 Cr. Rs.104.26 Cr.
No. of Stocks 16 Not Disclosed
1 Yr. Return 24.84% 20.35%
3 Yr. Return 13.24% NA
5 Yr. Return 32.96% NA
Fund Manager Mr. Sahil shah Mr. Gaurav Arora

Top Portfolio Managers of Equirus Portfolio Management Services

#1

Mr. Sahil shah

#2

Mr. Gaurav Arora

Equirus Portfolio Manager - Customer Support

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 7 Working days

Equirus Portfolio Management - Investment Facilities

Custom Strategy

Not Provided

Strategy Switch

Not Provided

Switch Charges

1% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

2% within 1st Year

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Equirus PMS - SEBI Details

SEBI Reg. No.

INP000007076

Contact Person

KENA SHAH

Telephone No.

079 6190 9587

Address

OFFICE NO A 2102 B 21ST FLOOR A WING MARATHON FUTUREX, N M JOSHI MARG LOWER PAREL, MUMBAI, MAHARASHTRA, 400013

Starting Date

Oct 06, 2020

Equirus Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Equirus Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Equirus PMS Backoffice or Dashboard Link

Web Platform

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