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Category: PMS

Portfolio Management: How to Balance Risk and Return with Confidence
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  • May 19, 2025September 23, 2025
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Portfolio Management: How to Balance Risk and Return with Confidence

Mastering Risk in Portfolio Management: How to Balance Risk and Return with Confidence Key Takeaways - Risk and return go hand-in-hand — effective portfolio management focuses on optimizing this balance, not avoiding risk. Understanding risk in portfolio management is crucial for

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Types of Portfolio Management & How to Choose the Best One
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  • April 25, 2025August 11, 2025
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Types of Portfolio Management & How to Choose the Best One

Explore Key Types of Portfolio Management & How to Choose the Best One Key Takeaway Portfolio Management is Strategic, Not Random PMS is about structured investment planning—balancing risk and reward to meet long-term financial goals, not just picking stocks. Different Types

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Why Indian Stock Market Is Falling?
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  • January 16, 2025September 23, 2025
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Why Indian Stock Market Is Falling?

Why Indian Stock Market is Falling? Understanding the Impact of ₹2.5 Lakh Crore Domestic Liquidity DeficitIndian stock markets have seen heightened volatility in recent weeks, with benchmark indices such as the Nifty 50 and Sensex experiencing sharp declines as of January

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What is the PMS Minimum Investment in 2025?: A Guide to Minimum Investment in PMS
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  • July 2, 2024May 29, 2025
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What is the PMS Minimum Investment in 2025?: A Guide to Minimum Investment in PMS

What is the Minimum Investment in PMS in India? Key Takeaways: The SEBI-prescribed PMS minimum investment is ₹50 lakh. The minimum investment in PMS varies across firms, depending on their offerings. Aequitas India requires a ₹25 crore minimum investment, catering to

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How to Invest in Volatile Markets. 5 Things You Should Know
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  • June 8, 2023July 11, 2025
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How to Invest in Volatile Markets. 5 Things You Should Know

Author : Pratiksha Daftari Last few years, uncertainty and unpredictability has loomed over us almost at all times with several factors affecting the market volatility. Be it Covid-19 or Russia-Ukraine war or risks of global slow down or inflationary pressures, the

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The 250-Bagger Story: Timing the markets or Time in the markets
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  • December 18, 2021July 11, 2025
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The 250-Bagger Story: Timing the markets or Time in the markets

Author : Siddhartha Bhaiya One meeting which really convinced me about the power of long-term investing, how difficult it is, and the benefits that lie on the other side of the trade! In 2005, working as a research analyst, I had

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Aequitas - Boutique Investment Company in Mumbai, India

We are a leading investment firm with offices located in Mumbai, GIFT City & Dubai who specialize in global listed equity markets. Our clients comprise over a hundred UHNIs, family offices and global investors. With a net AUM of INR 68 bn., our 10-year CAGR of 27% (for PMS) has significantly outperformed the Nifty all along.

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