Equentis Wealth Advisory Services Limited — PMS strategies
Equentis Wealth Advisory Services Limited is a SEBI-registered portfolio manager running 3 strategies in our tracker, holding ₹114 Cr in aggregate AUM. Every one of them is listed below with its 3-year annualised return, as on 30 Jun 2026. Figures come from the monthly APMI disclosures every registered manager is required to file — not from the manager's own marketing.
All 3 strategies from Equentis Wealth Advisory Services Limited
- EQUENTIS MULTI CAP PORTFOLIO₹85 CrAUM—3Y
- EQUENTIS CONCENTRATED PORTFOLIO₹23 CrAUM—3Y
- EQUENTIS SPECIAL OPPORTUNITIES PORTFOLIO₹7 CrAUM—3Y
Returns are Time-Weighted Rate of Return at the strategy level, annualised beyond 1 year, as on 30 Jun 2026. Alpha is return minus S&P BSE 500 TRI for the same window (shown where a like-for-like benchmark exists). Figures are sourced from disclosures and are not verified by SEBI. Past performance is not indicative of future returns. Minimum investment ₹50 lakh (SEBI mandate). This is not investment advice.