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
Total AUM
1 Year Return
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Active Clients
Equitree Portfolio Management Review & Ratings by Franchisebyte
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Overview of Equitree Portfolio Management Services
Organization Type
Head Office
Founder
Founded In (year)
No. of Active Clients
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Investment Strategies
Equitree PMS Returns or Performance
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
Equitree PMS Charges or Cost
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
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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 |
| AUM (Rs.) | Not Disclosed |
| No. of Stocks | Not Disclosed |
| 1 Yr. Return | 58.07% |
| 3 Yr. Return | 40.84% |
| 5 Yr. Return | 38.61% |
| 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
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
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Equitree PMS - SEBI Details
SEBI Reg. No.
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Equitree Portfolio Management Services - Eligibility Criteria
Age
Nationality
Investment
Equitree Portfolio Management - Documents Required
PMS Agreement
POA
Demat Account
PAN
Address Proof
Equitree PMS Backoffice or Dashboard Link
Web Platform
