Aequitas PMS is one of the most valuable PMS companies offering expert investment strategies to customers.

Established in 2012, the company quickly gained investors’ respect for its modern approach to portfolio management.

Aequitas Portfolio Management focused on long-term wealth generation and creating a high return percentage.

If you want to increase your savings by investing in the share market, you can trust Aequitas.

In this article, we have explained the returns, services, support, and features of Aequitas to help you understand the company’s work process.

The SWOT analysis that we have provided here will assure you that you are investing with one of the best PMS companies.

Total AUM Rs.2083.19 Cr.
Avg. 1 Year Return 60.97%
Active Clients 128
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 11 Years

Aequitas PMS - Company Overview


Portfolio Management

Organization Type


Head Office

Mumbai, Maharashtra



Founded In (year)


Why Invest in Aequitas PMS?

A PMS company takes care of your portfolio and makes investments on your behalf. If you are new to the share market investment process, becoming a customer of a portfolio management service can help you receive high returns.

It is often impossible for newcomers to invest strategically to generate high returns. A PMS company such as Aequitas can do it for you in exchange for a small commission.

Investors laud Aequitas Portfolio Management Services for being trustworthy. Not all PMS companies are open about their investment process, but Aequitas is.

Here, we have listed the reasons people choose Aequitas PMS to manage their savings.

  • The company generates a 60.97% 1-year return, an eye-popping percentage. Even the most experienced companies often need help to match this return.
  • Aequitas produces this return by investment in small-cap segments. This strategy has proven to be very effective. They only offer one strategy for investment, but that is enough for its customers.
  • The company offers all the facilities that increase customer profit, including Discretionary and Non-Discretionary investments. They also allow NRI Investment, Strategy Switch, and Early Exit.
  • The company provides a dedicated relationship manager to every customer. The relationship manager is the primary contact of the investors.
  • If you want to withdraw your money, you should not have to pay an exorbitant commission. Aequitas will charge nothing if that situation occurs.

Aequitas Portfolio Management Service Performance or Returns

1 Year Return


Nifty 50 - 1 Year Return


3 Year Return


Nifty 50 - 3 Year Return


5 Year Return


Nifty 50 - 5 Year Return


Aequitas uses research-based investment strategies to create exceptional return rates. Aequitas PMS Returns surpass the returns of Nifty 50, the benchmark, at every turn.

No matter the investment duration, 1-year, 3-year, or 5-year, you will make a steal by investing with Aequitas PMS.

If we compare the 1-year return of Aequitas, 60.97%, with the 1-year Nifty 50 return, 10.74%, it looks almost impossible.

Apart from making six times higher returns for the 1-year investment, the company does better than Nifty 50 for the 3-year and 5-year investments.

The 3-year return of Aequitas is 54.94%, and the 3-year return of Nifty 50 is 20.15%, less than half of Aequitas.

The 5-year return of Aequitas is 17.37%, and the 5-year return of Nifty 50 is 11.52%, a slight difference but still significant.

Aequitas PMS Commission, Charges or Fees

Fixed Fees

2% of Fund Value (AMC)

Variable AMC

No Variable Fees

Variable Profit Sharing

No Variable Fees

Exit Load 1st Year


Exit Load 2nd Year


Exit Load 3rd Year


Only invest with a PMS provider after checking their charges. Even small fees can take a significant amount of money from you.

This happens because the minimum amount of money you can invest with PMS companies is Rs. 50 lakhs. The Aequitas PMS Commission structure stops you from paying unnecessary fees.

As an Aequitas PMS customer, you don’t pay Variable AMC, Variable Profit Sharing, or exit load charges.

The only fee customers pay the company is the yearly fixed commission. However, paying 2% of your total fund value to receive their excellent services is entirely worth it.

Best Strategies by Aequitas Portfolio Management Services

Check out various strategies or Investment approaches provided by Aequitas Portfolio Managers.

Strategy Name India Opportunities Product
Start Date 01-Feb-13
Category Small Cap
Benchmark Nifty 50
AUM (Rs.) Rs.2020.75 Cr.
No. of Stocks 38
1 Yr. Return 60.97%
3 Yr. Return 54.94%
5 Yr. Return 17.37%
Fund Manager Mr. Siddhartha Bhaiya

PMS companies use carefully curated investment strategies to increase customer profits and produce high returns consistently.

Aequitas only uses one strategy for investment, and the returns from this Aequitas Portfolio Managers Strategy are always lucrative.

Let’s see the gains you will make from Aequitas PMS’s ‘India Opportunities Product’ strategy.

India Opportunities Product

Mr Siddhartha Bhaiya, the founder, is also the fund manager of the India Opportunities Product strategy. It was introduced in 2013 and uses Nifty 50 as its benchmark.

The strategy is used to invest in small-cap segments, and its total AUM is Rs.2020.75 Crore. The company has 38 stocks for this strategy, which produces generous returns.

Investors receive 60.97% 1-year returns, 54.94% 3-year returns, and 17.37% 5-year returns from this strategy.

Top Fund Managers of Aequitas PMS


Mr. Siddhartha Bhaiya









The company’s founder, Mr. Siddhartha Bhaiya, is the current fund manager of Aequitas PMS.

The job of any PMS company fund manager, including the Aequitas PMS Fund Managers, is to increase the returns as much as possible.

They do it carefully without investing in stocks that are too risky. Mr Siddhartha Bhaiya performed his job admirably.

He made the company one of the most recognized names in the equity industry.

Mr. Siddhartha Bhaiya

Mr Siddhartha Bhaiya was a research analyst at the beginning of his career in the finance industry.

He worked for Sushil Finance and later joined various big companies such as Principal PNB AMC, Reliance Capital Asset Management (RCAM), and Stratcap Securities.

His first stint as a fund manager was with Nippon India Mutual Fund. When he started his own company, Aequitas Investment Consultancy, in 2012, he took up the positions of Managing director and fund manager.

He is also the company’s CIO (chief information officer). Mr. Bhaiya is known for running strategies that obtain exceptional returns by investing in relatively new companies.

Aequitas Portfolio Managers SWOT Analysis

A SWOT analysis is the perfect analytical tool to examine a company. Check out the strengths of Aequitas Portfolio Management to realize how they produce such excellent returns on customer investments.

The weaknesses show you the factors you should be careful about while investing. You can find the company’s prospects in the threats and opportunities sections.

Find out if making a long-term investment with them is beneficial.


  • The small-cap investment strategy of the company is immensely profitable. Most PMS companies need help to come near to the 60.97% 1-year average return generated by Aequitas PMS.
  • Customers appreciate the decision to waive the Variable AMC and exit load fees. You can save thousands over the total investment period when you don’t have to pay these commissions.
  • The company invests in numerous promising stocks to keep the risk factors under control. Even if one or two stocks don’t work well, other stocks will fill that loss.
  • Any customer complaint gets resolved in only seven working days. This factor makes the customer trust the company.
  • They have a decade of experience in the portfolio management industry. The company currently has a total AUM of Rs.2083.19 Crore, an impressive sum.


  • Aequitas needs more investment strategies as its single strategy may only impress some investors. Different strategies for investing in various segments can draw more clients.
  • The company should also start offering personalized strategies to clients. The most well-known PMS providers all offer customized strategies.
  • It has 128 active clients. Even though the total AUM of Aequitas is impressive, increasing the active client base is crucial for the company.


  • Savings account interest has fallen in recent decades. More people are turning to the share market to profit from their savings.
  • Most PMS companies are seeing growth because financial literacy has increased recently. This happened because of the worldwide IT revolution.
  • The company could invest more in marketing efforts. That effort can make the company better known to potential customers.


  • The main threat to any finance company is an increase in competitors. The company’s market share can fall if too many new PMS providers start competing with it.
  • Share market volatility damages customers’ trust. People may withdraw their money if they see a turbulent market.
  • If the inflation rate is too high, it can ruin a PMS company. People with less savings do not take chances with a significant portfolio management investment.

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Investment Facilities provided by Aequitas Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch


Switch Charges

1% of Fund Value

NRI Investment






Early Exit


Early Exit Charges


Aequitas Portfolio Management features are expansive and valuable. Customers especially enjoy the Strategy Switch system and the small switch charge.

The company only takes a 1% commission on the total Fund Value for Strategy Switch. Non-residential Indians are allowed to invest with the company.

Discretionary investment, Non-Discretionary investment, and Exit before fund maturity are all available with Aequitas PMS.

Aequitas Portfolio Management Support

Call Support


Email Support


Chat Support

Not Available

Dedicated RM Support


Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 7 Working days

The support services of a company keep up customer trust and increase active client numbers.

If customers see that the company is indifferent to their complaints, they can re-invest in a more customer-friendly company.

Aequitas Portfolio Management Services include excellent customer support that is truly noteworthy. You can call the company anytime to deal with issues you have regarding an investment.

They will even give you a dedicated RM who is your primary contact in the company. Email support is also available for all clients, but no chat support.

Issues get resolved within a week of the formal complaint. However, it only takes an extended amount of time.

Aequitas PMS Dashboard Link

Web Platform

The company provides personal dashboards for all customers. You can log in to your dashboard to check the profits, returns, total investment, and other related information.

No more old-fashioned paperwork to track your investment; go to your dashboard and find all the details together in one place.

The dashboard can only be accessed from a web browser, not an app. Follow the above Aequitas PMS Dashboard link to access the dashboard.

Aequitas PMS Login

Customers require the Aequitas PMS Login to access the dashboard. The company sends the login details to your email; one should keep it protected.

Contact Aequitas if you lose dashboard access because of a login error, and they will reset the login for you if necessary.

The company has recently started alerting its customers about online safety to keep them safe.

If you think someone unauthorized accessed your dashboard, contact the company immediately to keep your investment details safe.

Aequitas PMS Review or Ratings by

Overall Rating

8.03 / 10

Portfolio Performance

8.23 / 10


7.99 / 10


7.91 / 10


7.83 / 10


8.19 / 10

Aequitas Portfolio Management Services - SEBI Details

SEBI Reg. No.


Contact Person

Mayur Shah

Email ID

Telephone No.

022 2659 2126


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

Starting Date

Dec 26, 2015

How to Invest in Aequitas PMS?

Are you thinking about investing with the company already? Well, it is straightforward. The company is always ready to help people wanting to invest with a PMS provider.

Anyone can invest in Aequitas Portfolio Management if they pass the eligibility criteria.

  • One must be 18 years or older
  • Must have Indian nationality or NRI status
  • Must invest Rs. 50 lakhs or more

You must provide your details, such as name, address, mobile number, email, future nominee, etc. You also need to upload copies of the necessary official documents.

The documents must be recent and should contain error-free information. These are the mandatory documents you need to submit to invest with Aequitas portfolio management service.

  • PMS Agreement
  • Demat Account
  • Address Proof
  • POA
  • PAN

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Aequitas PMS - Eligibility Criteria


18+ Years


Indian & NRI


Minimum Rs.50 Lakh

Documents required to Invest with Aequitas Portfolio Manager

PMS Agreement




Demat Account




Address Proof


Aequitas PMS – Conclusion

Aequitas PMS, a trusted portfolio management company, offers superb returns and has exciting features. You will receive a 60.97% 1-year return from the company.

The fixed yearly fee to make that profit is only 2% of your total Fund Value (AMC). The exit load fee, variable AMC, and early exit fee are nil.

You will save a lot of money with these profitable features. If you have doubts about a PMS investment, contact the company; they will gladly answer your questions.

FAQs on Aequitas Portfolio Management

Here is the list of FAQs related to the Aequitas Portfolio Managers.

Which is the Best Strategy for Aequitas PMS?

Aequitas portfolio management service has one strategy, India Opportunities Product, that works supremely well for all customers.

This strategy invests in small-cap segments and produces 60.97% 1-year returns.

What is the Minimum Investment in Aequitas PMS?

To invest with Aequitas PMS, you must be ready to invest at least Rs. 50 lakhs. This is the bare minimum of PMS investment; most people go for a more significant amount.

What is the Return of Aequitas PMS?

Aequitas portfolio management offers a 60.97% 1-year return, 54.94% 3-year return, and 17.37% 5-year return. The company uses only one small-cap strategy to generate its returns.

Is Aequitas Portfolio Management good?

Yes. Aequitas Portfolio Management is a reliable and trustworthy company that offers extraordinary returns.

What is the fixed commission of Aequitas PMS?

The fixed commission is the only fee you pay to receive the benefits of Aequitas PMS. The fixed fee is 2% of the total Fund Value (AMC).

Is a Demat account mandatory for Aequitas Portfolio Managers?

Yes. A DEMAT account is mandatory if you want to invest with Aequitas portfolio management service.

What are the Exit Charges of Aequitas Portfolio Management?

Aequitas portfolio management doesn’t have any exit charges.

Who are the current fund managers of Aequitas PMS?

Aequitas PMS has one fund manager, Mr. Siddhartha Bhaiya, who oversees its investment strategy.

What is the AUM of Aequitas Portfolio Management Services?

The AUM of Aequitas portfolio service is Rs.2083.19 Crore.

Do Aequitas Portfolio Managers Charge Variable Commissions?

No, Aequitas portfolio management service doesn’t charge any variable commissions.


Customer ratings and reviews of Aequitas PMS

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