Why Choose Aequitas India for Portfolio Management Services?

In the dynamic landscape of investment management, selecting the right portfolio management services (PMS) provider can significantly impact your investment journey. With many options available, it’s crucial to opt for a trusted and reliable partner.

Founded in 2013 by industry veterans Siddhartha Bhaiya and Neerav Shah, Aequitas India brings over 40 years of combined experience in the PMS space. With a clear objective of maximizing returns, Aequitas focuses on delivering exceptional performance and value to its investors.

Let’s delve into why Aequitas stands out in the realm of PMS:

  1. Bespoke Portfolio  Aequitas curates and customizes portfolios for its PMS clients, picking fundamentally strong stocks at any given time, instead of following momentum or market narrative.
  2. Multibagger Approach – Aequitas’ investment philosophy is based on 3 key pillars – Value, Growth, and Contrarian which helps them to identify ideas with the potential to give multibagger returns over the period.
  3. Client-Centric Approach  Aequitas fosters one-on-one relationships with clients, prioritizing personalized service and communication.
  4. Proven Track Record  With a steadily growing investor base and remarkable CAGR, Aequitas India’s performance speaks volumes about its expertise and reliability. The Aequitas PMS performance is a key indicator of the firm’s ability to deliver consistent and superior returns.
  5. Adherence to Principles  Aequitas strictly adheres to its rulebook, emphasizing integrity, diligence, and a steadfast commitment to maximizing returns for its investors. This includes no reliance on third-party intermediaries, no AUM targets, and onboarding of no more than 25 new clients per year to maintain quality and focus.
  6. Transparent Charges  Aequitas India maintains transparency in its fee structure, ensuring investors have a clear understanding of Aequitas PMS charges.

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