1. Customization: One of the key features of portfolio management services is the customization they offer to suit individual investment goals and risk tolerance, allowing portfolio managers to tailor strategies according to specific client Aequitas India Opportunities Product offers a bespoke portfolio for clients.
  2. Asset Allocation: Effective asset allocation is one of the core features of portfolio management. It involves distributing investments across various asset classes such as equities, fixed-income securities, cash, real estate, commodities, and alternative investments, to balance risk and reward.
  3. Risk Assessment: Accurate risk assessment is crucial for making informed investment This is often provided through portfolio management services in India and around the globe.
  4. Professional Management: Access to expert advice and management skills is among the valuable features of active portfolio management, especially in complex

The research team at Aequitas is constantly in touch with the management team of companies, attending AGMs          and interacting with industry peers to stay updated on

  1. Discretionary and Non-Discretionary Services: The availability of both discretionary and non-discretionary services is a distinct Discretionary portfolio management services in India, for example, allow the portfolio manager to make investment decisions without client intervention.

Aequitas India Opportunity Product (PMS) provides discretionary services.


  1. Transparency: Modern portfolio management often includes transparent reporting features, enabling clients to track performance, fees, and transactions

Aequitas timely shares the factsheet and NAV statements with the client. For PMS, the client has access to their portfolio.


  1. Performance Evaluation: Ongoing performance evaluation against benchmarks is crucial for determining the effectiveness of investment

As of 31st Jul, 2023, Aequitas PMS has generated 10 year CAGR 37% vs CAGR 15% (Nifty TRI)

  1. Diversification: Diversification is a critical feature where you want to limit your exposure to a certain stock, sector, asset class as it helps in reducing risks, minimising loss while maximising potential returns, a staple in top PMS in India.
  2. Cost-Effectiveness: While some services may be costly, the PMS company often aims to offer a cost-effective management strategy that justifies the fees with
  3. Adaptability: The ability to adapt to market changes and modify strategies accordingly is a distinguishing feature of high-quality portfolio management