Equitree PMS or Portfolio Management – Performance, Cost, Support & more
Equitree 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 Equitree Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.
Equitree PMS - Snapshot
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Equitree Portfolio Management Review & Ratings by Franchisebyte
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Overview of Equitree Portfolio Management Services
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Head Office
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Equitree PMS Returns or Performance
1 Year
Nifty 50 - 1 Year
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Nifty 50 - 3 Year
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Nifty 50 - 5 Year
Equitree PMS Charges or Cost
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Equitree PMS Investment Strategies
| Strategy Name | Emerging Opportunities |
| Start Date | 01-Oct-17 |
| Category | Small Cap |
| Benchmark | S&P BSE 500 TRI |
| AUM (Rs.) | Rs.1334.14 Cr. |
| No. of Stocks | 25 |
| 1 Yr. Return | -6.87% |
| 3 Yr. Return | 27.24% |
| 5 Yr. Return | 21.76% |
| Fund Manager | Mr. Pawan Bharaddia |
Top Portfolio Managers of Equitree Portfolio Management Services
#1
Equitree Portfolio Manager - Customer Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Equitree Portfolio Management - Investment Facilities
Custom Strategy
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NRI Investment
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Equitree PMS - SEBI Details
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Equitree Portfolio Management Services - Eligibility Criteria
Age
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Equitree Portfolio Management - Documents Required
PMS Agreement
POA
Demat Account
PAN
Address Proof
Equitree PMS Backoffice or Dashboard Link
Web Platform
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