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What are the Functions of Portfolio Management Services ?

The core functions of Portfolio Management Services include asset allocation, risk management, and performance evaluation. The portfolio manager identifies potential investment opportunities and distributes the assets across various financial instruments to achieve a balance between risk and return. Additionally, performance is continually assessed to adjust strategies and meet the client’s financial objectives. Learn more

We are a leading investment firm with offices located in Mumbai, India & 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 52 bn., our 10-year CAGR of 27% (for PMS) has significantly outperformed the Nifty all along.

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A-1003, The Capital Building, Behind ICICI Bank, BKC, Bandra -East, Mumbai -400051

Complaint Redressal officer (CRO):
1. For PMS: Neerav Shah
2. For AIF: Harshi Agarwal
3. For IFSCA: Saurabh Arora

Complaint Redressal Appellate Officer (CRAO):
1. For AIF & PMS:
siddhartha.bhaiya@aequitasindia.in

2. IFSCA: subham.agarwal@aequitasindia.in

  • info@aequitasindia.in

  • +91 72080 42953

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