EquiPoise Capital PMS or Portfolio Management – Returns, Charges, Support & more
EquiPoise Capital PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.
With a rich legacy of trust and expertise, EquiPoise Capital Portfolio Management provides a diverse range of services tailored to individual preferences and financial goals.
In this article, you will get a detailed review of its PMS performance, charges, strategies, support & more.
| Total AUM | Rs.277.9 Cr. |
| Avg. 1 Year Return | 2.30% |
| Active Clients | 29 |
| No. of Strategies | 2 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 1 Year |
EquiPoise Capital PMS - Company Overview
Category
Organization Type
Head Office
Founder
Founded In (year)
EquiPoise Capital Portfolio Management Service Performance or Returns
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
EquiPoise Capital PMS Charges or Fees
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Best Strategies by EquiPoise Capital Portfolio Management Services
Check out various strategies or Investment approaches provided by EquiPoise Capital Portfolio Managers.
| Strategy Name | New India Opportunities | Emerging Stars |
| Start Date | 6-Aug-24 | 28-Aug-24 |
| Category | LARGE & MID CAP | SMALL & MID CAP |
| Benchmark | S&P BSE 500 | S&P BSE 500 |
| AUM (Rs.) | Not Disclosed | Not Disclosed |
| No. of Stocks | NA | NA |
| 1 Yr. Return | 2.30% | NA |
| 3 Yr. Return | NA | NA |
| 5 Yr. Return | NA | NA |
| Fund Manager | Mr Ashish Wakankar | Mr Ashish Wakankar |
Top Fund Managers of EquiPoise Capital PMS
#1
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Investment Facilities provide by EquiPoise Capital Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
EquiPoise Capital Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
EquiPoise Capital PMS Dashboard Link
Web Platform
EquiPoise Capital PMS Review or Ratings by Finec.in
Overall Rating
Portfolio Performance
Support
Facilities
Charges
Experience
EquiPoise Capital Portfolio Management Services - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
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EquiPoise Capital PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with EquiPoise Capital Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof