Equirus PMS or Portfolio Management – Returns, Charges, Support & more

In this dynamic world of finance, where the scope of making money is limitless, Equirus PMS body stands with you as a trusted partner and enriches your financial goals.

From Equirus investment banking to Equirus portfolio management, the Mumbai-based finance house has had stunning results.

They justified the tagline ‘Building trust and Delivering performance’ since its inception in 2007. Its founders are always liable to make best-of-breed experiences for the clients and investors.

Following the objective, the firm achieved a monthly turnover of $2.3+ billion with one lakh happy investors.

So, you can start your wealth management business through Equirus and enjoy a growth ride as a part of its PMS program.

Why Invest in Equirus PMS?

If you look briefly at its 16 years of journey, you can find several reasons to join the profit-making body.

From result-based practice to top fund managers, Equiris Portfolio management service has almost every answer for your service.

• It provided 30% returns within a standard fee and a low exit load in one year. In addition, they allow an early exit option. It boasts its market confidence.
• As an Equiris PMS body member, you can get robust scientific support to identify market gaps—for example, the point of the undervalued company and their depth analysis.
• A supply of risk-reducing strategies ensures the portfolio is diversified and protected from a bearish market and other external forces.
• A constant market monitor even when investors are offline or taking a break.
• The firm has a vital care and support system for clients and investors. Moreover, the research team manages your portfolio and client base effectively.

Equity PMS return is investors’ main goal and area of interest. When you see its last few year’s history of profit and returns, you get the genuine interest of investors.

It is good to share that the finance body has a proven track of excellent returns in the past 1, 3, and 5 years. It exceeded the market expectations and outperformed in Nifty 50 with a good margin.

Equirus recorded 30% returns in the past year, while the Nifty 50 market received 10% returns.

Following the same legacy for three years, these returns surprised many investors; growth jumped nearly 40%.

Again, in Nifty 50, the growth graph secures 20.15%. If you check the last five years, it returned almost 24%, while the Nifty 50 index continues to shine with a robust 11.52%.

At Equiris, money does not grow only; it flourishes. So, enjoy the steady growth of Equirus Portfolio Managers and maximize your returns from your comfort zone.

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If you want to take care of your hard-earned money, Equity PMS commission should be your prime focus. Though the charge is nominal, investors should have a fair idea about expenses.

A fixed fee of 2.5% is applied as the AMC fee for managing the portfolio. In addition, a variable AMC of 1% of the fund value is used.

However, it is only charged if the portfolio generates a profit of 10% or more. If the firm is liable for one lakh, the annual fixed fee is ₹2500.

You have to enjoy the share of success with the house under a specific condition. A profit-sharing mechanism of 20% is applicable only when the profit exceeds 10%.

When the question of penalty comes to the exit route, the first year carries only a 2% exit load. However, there is relief in the second year, and you must pay only 1% of the fund value.

If you decide to exit after three years of the business, there is a 0% exit load. Finally, your exit route is easy and smooth after the third year.

Best Strategies by Equirus Portfolio Management Services

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

A robust strategy is a game changer for the client’s business. Remember that Equirus portfolio managers’ strategy is taking shape, intending to maximize returns and minimize risk.

The unique strategy includes market trends, economic health, and company responses. Moreover, it consists of the client’s comfort zone.

The investment team of Equirus always tries to cope with market trends and adjust strategies per the market’s mood.

After an in-depth analysis, the industry’s top fund managers decide about holdings and risk appetite.

Long horizon fund (for Small-cap)

If an aspiring finance enthusiast targets small capital funds, this strategy has all the answers. So, empower your growth with Equirus PMS’s long-horizon fund strategy.

This strategy is ideal for operating small-cap funds against the S&P BSE 500 index. With an AUM of ₹961.44 crore, this strategy is finely tuned with only 16 selected stocks!

Under the leadership of fund manager Mr Viraj Mehta, the fund has achieved sharp growth. His team’s consistent hard work reflects on every year.

Over the past year, this fund achieved an impressive return of 52.56%. If you look at the bigger picture, it also showcases potential gains.

The fund’s 3-year return stands at 27.31%, where the fund has set a record of 31.37% return over a 5-year horizon.

In short, the fund principles of value investing and the fund manager’s decade-old experience make it a profitable destination.

Core Equity (for Multi cap)

Now, take a deep dive into Equirus PMS’s small-cap strategy, which is known as Core Equity. Though the fund is comparatively new, it started only in 2022 but performed well one year down the line.

Fortunately, the fund is modified as a versatile Multi Cap category. Now, let’s talk about numbers. Within one year of market presence, the AUM is flexing muscle with ₹82.66 crore assets.

It is a crucial benchmark in such a short period. Thus, it hints at the investor’s trust and confidence.

However, a specific number of stocks of this fund is yet to be revealed for all, but its one-year return grabs the spotlight with a stunning 26.35% return.

So, who is behind this massive success within one year of launch? It’s none other than fund manager Gaurav Arora’s strategic skills and practice.

If you enjoy small-cap investments, this is your ticket for a bumpy ride, even in an adverse market.

Fund managers play the most crucial role in the success of great returns. So, it is good to know the magicians behind your PMS service.

Equirus fund managers boast a decade-old expertise, each bringing an ocean of knowledge to the table.

Mr Viraj Mehta

Viraj Mehta’s 11-year-old experience is a major driving force of the firm. His Equirus Long Horizon Fund is known as one of the best performers in the present market.

Under his guidance, the ELHF fund has a consistent outperformance record and delivers good returns to investors.

Mr. Mehta’s expertise lies in finding high-quality, undervalued companies with the potential for long-term growth. His practice with Franklin Templeton India made a record-breaking return.

However, the MDI Gurgaon alums always aim for a value-investing approach. He also prepares a plan B for an adverse market.

Mr Gaurav Arora

Gaurav holds a prestigious MBA degree from IIM Calcutta. His lucrative career growth makes him the principal officer cum fund manager of Equirus.

Mr Arora’s investment style is deep-rooted, with good returns and lowering risk practices. His market analysis includes a sound concept of financial results, market trends, and long-term growth.

With over a decade of experience as a fund manager, Arora achieved brand value and respect in the market. Moreover, his sharp analytical skill makes him an asset to the firm.

Equirus Portfolio Managers SWOT Analysis

Conduct a SWOT before investing in the PMS body; it helps to get you both sides of the coin. Here is the detailed SWOT Analysis of Equirus Portfolio Management.

Strength

• Strong track record of healthy returns from one to five years.
• Easy exit helps investors to get flexibility, boosting confidence in the firm.
• Record-breaking performance, even in new funds
• The diversified strategy includes small-cap to mid-cap funds.
• Experienced fund managers with a substantial brand value of the firm.

Weakness

• Limited transparency about invested stocks in new funds
• It is a considerable investment, and some critics question higher fees.
• The market presence is not widely spread like that of the nearest rivals.

Opportunities

• Fastest growing Indian stock market and expansion of PMS literacy domestically.
• Sharp increase of retail investors in the capital market.
• Digital force is an external blessing factor for more expansion.

Threat

• The Indian PMS market is busy with new entries despite some market leaders.
• An economic downturn could hurt Equirus’s PMS business in the short term.
• Uncertain external lobbies like war, pandemic, and turmoil in foreign markets

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Equirus Portfolio Management features include several facilities to boost your PMS service. These facilities ensure flexibility and choice so investors can decide per their risk parameters.

Some features are as follows:

• Non-resident Indians or NRIs are allowed to invest in Equirus Portfolio Manager.
• Equirus allows early exit but for 2%. However, you can exit with zero penalty after three years of investment.
• Both discretionary and non-discretionary investment options are available for clients. In the first system, the portfolio manager makes decisions on your behalf. In the second function, the client controls and is liable for decisions.
• However, you can’t make a custom strategy with this house. Instead, you have to pick any predefined strategy as per goal.
• In addition, strategy switching is allowed by fund managers for 1% of fund value.

At the starting period, PMS holders need extensive support from the brokerage house. Equirus Portfolio Management Service is the one-stop solution for all of your hurdles.

Easy call and email support is there to assist with your primary queries. From strategy to account status or other aspects of a portfolio, a supportive team is here to help.

Also, there is dedicated RM support before you start the journey. If you are a newbie, they find your specific needs and guide you.

Moreover, PMS holders can expect to get a solution within seven days of raising the issue. So, it is a great relief for clients and traders.

Though the direct fund manager cannot guide you, they are behind the scenes with your crucial feedback.

They show and change the tactics as per your profit and risk stomach. Thus, an indirect contact is also fruitful for your funds.

The client is supreme for the firm, and they support the client base in every aspect.

Besides solid customer support, you can enjoy Equirus PMS Dashboard for real-life practice. It is silent but active support to ensure a hassle-free trading business for all the supply chains of traders and clients.

The user-friendly centralized platform includes keynotes, real-time data, and research-based suggestions.

In addition, it takes care of asset holdings, your profit or loss-making trend, current market value, and many more hidden gems.

With the help of a dashboard, you can optimize the portfolio as per market position. So, enjoy the market advantage trends and analyze the portfolio’s graph with the Equirus Portfolio Management dashboard.

Equirus PMS Login

As a leading securities service in the market, the Equirus PMS login process is secure and safe for partners, traders, and clients.

If you are worried about data breaches, it is good to note that the finance house always prioritizes security to secure your data and details.

However, it takes some days, and you may have to use multi-factor authentication. First, ask your RM to provide a username and password.

Then click the Client Login section with inputs as provided by email. You have done your side and now enjoy the securities market and make a handsome amount.

For an added advantage, Equirus PMS allows users to run their platform from any device, anywhere, and anytime.

How to Invest in Equirus PMS?

Investing in the Equirus Portfolio Management system is a simple and smooth process. Here’s how to start your investment journey:

To be eligible for PMS, you must meet the following criteria:

• Nationality: Both Indian and NRI investors are welcome onboard
• Age: The investor must be 18 years of age.
• Minimum fund: You can start your journey with ₹50 Lakhs.

Documents Required:

• After confirming eligibility and amount, submit the following documents for verification:
• Complete and sign the PMS agreement along with a self-attested copy.
• Provide details of your existing Demat account.
• Submit the POA documents.
• Copy of your PAN card.
• Provide a residential address proof.

Tap on the button at the bottom of the page named “Invest as PMS”.  A form will appear to fill it up.

The RM will contact you to verify the information provided in your form. After that, they will proceed with your account creation and provide you with login details.

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Equirus PMS – Conclusion

Equirus PMS has a logo of a banyan tree; it justifies the care and trust for its last 16 years of journey.

From Edelweiss to Mahindra Finance, their list of happy clients is long, with a heavy or light pocket.

Watching the growth in the domestic market, Equirus plans to invest more ₹750 crore in the pipeline.

It is believed that the company aims to focus on tech support and machine language for better analysis.

As Per previous records, Ajay Garg’s founder is hopeful about the firm’s next expansion with profit-making turns.

Undoubtedly, their investment in the digital and tech sectors of the business will scale it up to the next level.

FAQs on Equirus Portfolio Managers

Here is the list of FAQs related to the Equirus Portfolio Management Services.

Which is the Best Strategy for Equirus PMS?

If you think old is gold, then the Long Horizon Fund is best with the proven results of the last seven years.

What is the Minimum Investment in Equirus PMS?

You need a minimum ₹50 lakh to start the service.

What is the Return of Equirus PMS?

With a small-cap fund, investors can expect 29% for one year and 39% for two years. The newly launched Core Equity fund made 32% in the last FY.

Is Equirus Portfolio Management good?

Yes, it’s good and rewarding as well.

What is the fixed commission of Equirus PMS?

2.5% of AMC value is a fixed amount to pay.

Is a Demat account mandatory for Equirus Portfolio Managers?

Yes, you need an active demat account.

What are the Exit Charges of Equirus Portfolio Management?

You may have a hiccup for the first year; the exit charge is 2%, followed by 1% in the second year. Fortunately, there are no exit charges after a three-year journey.

Who are the current fund managers of Equirus PMS?

Mr. Viraj Mehta and Mr. Gaurav Arora are fund managers of the wealth-making firm.

What is the AUM of Equirus Portfolio Management Service?

At present, the house has ₹746 crore as AUM.

Do Equirus Portfolio Managers Charge Variable Commissions?

Only 1% of the fund value will be deducted for this purpose.