Aequitas Investment PMS – Review, Strategies, Returns, Charges & more

Aequitas Investment PMS is one of the top-performing portfolio management service providers in the country. It is Sebi’s registered portfolio management service provider.

It primarily focuses on research and strives to invest in high-growth companies. At present Aequitas PMS have more than 10 billion assets under management and will have expanded growth in the nearest future. The company has one of the best 3-year track records.

This article will give you a detailed description on about Aequitas Investment Portfolio Management Services, its Customer ratings and reviews, returns/performance, Fund manager details, fee structure and commission and so on.

Aequitas Investment PMS – Ratings & Review by Top10StockBroker

Find ratings of Aequitas Investment Portfolio Management Services –

Overview of Aequitas Investment Portfolio Management Services

Find a detailed overview of the Aequitas Investment portfolio management service in the table given below-

Aequitas Investment PMS is a private limited portfolio management service provider in the city of Mumbai, Maharashtra. Since its inception in 2012, it has got registration with SEBI.

The owner of the Aequitas Investment PMS is Mr Siddhartha Bhaiya. The Company strives to offer the highest return to the investors at the given level of their risk and strives to maintain long-term and one-to-one relationships with the customers.

Aequitas Investment PMS aims to follow a bottom-up strategy for picking stocks and constructing a portfolio representing the highest conviction of the company. The company has a sound long-term performance record in the industry.

Now, we will discuss the Aequitas Investment portfolio management service company review, its PMS returns, PMS charges and more.

Invest in Aequitas Investment PMS – Fill up the form Now!

Types of Aequitas Investment PMS

There are 2 types of Aequitas Investment Portfolio Management Services –

Discretionary portfolio management service is the service offered by Aequitas Investment PMS where to portfolio manager gets an opportunity to take every decision related to investors’ portfolios.

The investors can mention their requirements to the portfolio manager but the final decision will be taken only by the portfolio manager. The investors can fully leave all the decisions to the company experts.

Non- Discretionary portfolio management service is the service offered by Aequitas Investment PMS where the investors get an opportunity to take every portfolio decision.

Here the broker can recommend the products or ideas to the investors but ultimately final decisions will be taken by the portfolio manager itself. The portfolio manager cannot take any decisions without concerning the clients

Aequitas Investment PMS Fund Managers Details

The table given below is providing the entire details about the fund manager of Aequitas Investment PMS company.

Mr Siddhartha Bhaiya is the fund manager of Aequitas Investment. He holds a CA degree and retains 1048 crore AUM.

He has more than 6 years of working experience in Aequitas Investment and all together 14 years of experience in equity research and fund management.

Before joining Aequitas Investment, he was solely the fund manager of Reliance Capital Asset Management. At present, he is managing more than 1048 cr. AUM.

Know Fund Managers of Other Portfolio Management Service Companies

Aequitas Investment PMS Strategies

The below table is providing details about the Aequitas Investment portfolio management service strategies-

Aequitas – India Opportunities Product

Aequitas has a variety of products to offer to its customers, including PMS and AIF. The investment is made in some of the leading listed Indian entities to build wealth for the investors in the long term. So, with this, the investors get access to highly profitable securities generating risk-adjusted returns.

This entity does not divide the funds into large, mid, and small-cap, but rather focuses on the earnings aspect to offer suitable items.

• The portfolio management services are offered to high net worth individual clients, corporate who are resident in India or NRIs
• The main objective of the portfolio management product is to generate capital gains over the medium and long term through investing in equity-related instruments of companies listed in the equity market.
• Aequitas Investment PMS follows a bottom approach while picking up the stocks to be included in the investor’s portfolio and also portfolio management construct portfolio by considering the high conviction ideas of the organizations
• The stocks invested in the portfolio are of high-quality companies with high corporate governance

INVESTMENT PATTERN

• The percentage can be invested in equity shares and IPO is 0%-100%
• A minimum of 10 stocks can be invested and a maximum of 30 stocks can be invested
• During the period of investment, not a single stock can be invested more than 15% in the portfolio
• During the period of investment, not a single sector should retain more than 30% of the overall portfolio

Aequitas Investment PMS Returns / Performance

The below table is giving details about Aequitas Investment PMS returns and performance-

Here is a brief detail about the percentage of the rate of return of Aequitas Investment PMS. The company has made very possible efforts and shown great performance in various years.

In the first 3 years, returns were 8.95% in 1 year, 50.16% in 2 years, 28.77% in 3 years, and 11.30% in more than 5 years. The highest returns were achieved by the company in more than 5 years and the highest returns were 50.16%

Know the Returns of other PMS Brands

Aequitas Investment PMS Investment Plans

The given table is providing details about the Aequitas Investment portfolio management service investment plans.

Aequitas Investment PMS offers various investment plans to customers. Some of the investment plans are Bronze, Silver, Gold and Platinum. In the bronze investment offered by the company, the customers can invest the amount between (25L – 50L),

In the silver investment plan, the amount can be invested between (50L – 1 Cr.)

Gold investment plans, the amount can be invested between (1 Cr. – 5 Cr.)

Platinum investment plans, more than 5 crores can be invested by the investors.

Aequitas Investment PMS Fee Structure or Commission Slabs

Find the details about the types of commission models or fees structure offered by Aequitas Investment PMS house as follows-

Aequitas Investment PMS follows the following Fee Structure

Aequitas Investment PMS Prepaid Commission

The prepaid commission says that commission charges are to be paid before the period of the investment starts. As it is to be paid in advance so for customers’ ease commission charges are lower

If the deposit amount ranges (from 25L.-50L.), then customers have to pay 1.29% of the total investment value.

The deposit amount ranges (from 25L.-50L.) and then customers have to pay 1.25% of the total investment value.

If the deposit amount ranges (from 50L.-1 CR.) then customers have to pay 1.18% of the total investment value.

The deposit amount ranges (from 1 CR.-5CR.) then customers have to pay 1.10% of the total investment value.

If the deposit amount is more than 5 crore then customers have to pay 1.00% of the total investment value.

Aequitas Investment PMS Volume% Commission

In this model, charges are paid based on the total number of transactions done by portfolio managers.

If the comprehensive transaction deposit ranges between 25L-50L, then the commission amount will be 0.127% of the Total Transaction Value.

Comprehensive transaction deposit ranges between 50L-1Cr. then the commission amount will be 0.115% of the Total Transaction Value

If the comprehensive transaction deposit ranges between 1L-5 Cr. then the commission amount will be 0.105% of the Total Transaction Value

Comprehensive transaction deposit is more than 5 crore, then the commission amount will be 0.090% of the Total Transaction Value

Aequitas Investment PMS Profit Sharing% Commission

The table given below is showing details about profit sharing% commission model-

In this model, charges are to be paid after the profits are gained and this is the most comfortable model for the investors.

If the profit amount ranges from 2.5L-50L, then customers have to pay 22.4% of the total profit amount

Profit amount ranges from 5L-10L, then customers have to pay 20.4% of the total profit amount

If the profit amount ranges from 10L-50L, then customers have to pay 18.4% of the total profit amount

profit amount is more than 5 crore then customers have to pay 16.1% of the total profit amount

Know Charges models of other Portfolio Management Service Providers

Aequitas Investment PMS Charges

The below-given table is giving information about Aequitas Investment Portfolio Management Service Charges-

• Management Fees-Management feed is paid by the customers related to their portfolio management services. This fee is decided as per the commission model
• Upfront Fees-The upfront fees are some part of the fees which is mandatory for the investors to pay in advance. In the case of Aequitas Investment PMS, the upfront fee is 65% – 0.95% of the Asset Value
• Brokerage Charges-Brokerage charges are paid o the brokers for managing the customer’s demat accounts and offering them financial advice. In the case of Aequitas Investment PMS, the brokerage charges are 009% – 0.022% of the Total Transaction Value
• Custodian charges– In the case of Aequitas Investment PMS, the custodian charge is paid by customers for transferring shares, and bonds in their demat account. The custodian charges of Aequitas Investment are19% – 0.35% of Asset Value
• Depository Charges-DP charges are the charges paid for opening and operating the dematerialization account with the depository. In the case of Aequitas Investment PMS depository charges are 15% – 0.32% of the Asset Value
• Exit charge-Exit Fees are paid to the portfolio manager at the time they partly or fully withdraw. In the case of Aequitas Investment PMS if the exit is done within 12 months then charges will be 88% –1.22% of the Withdrawal Value, if it is done after 12 months then it will be completely free

Aequitas Investment PMS Benefits

Find the details about Aequitas Investment PMS advantages in the table given below-

• The company strives to maintain a one-to-one relationship with the customers
• The company has only one product i.e. portfolio management service and only one yardstick to measure their performance
• The company offers bespoke portfolios not a model portfolio
• Companies do not work with distributors
• The company aim to construct a portfolio with 15-20 stocks across various sectors

Aequitas Investment PMS Customer Care

The table given below is showing a detailed view of Aequitas Investment PMS Customer Care.

Aequitas Investment PMS offers direct call support to the customers for resolving all sorts of issues related to their portfolio’s-mail support is also offered to the customers.

If the customers find any issues, they can also write e-mails to customer care support. A dedicated Relationship Manager assists the customers in all possible ways. Call to fund manager facility is also offered to the customers for5-6 times a month.

The issue resolving TAT for Aequitas Investment group is 17 working days

Aequitas Investment PMS Conclusion

At last, it is concluded, that it is feasible to get your portfolio constructed from Aequitas Investment as the company has shown great performance and has one of the best 3-year track records.

The company portfolio manager aims to identify and pick stocks in companies which have the highest return ratios than the market and at valuations lower than market valuations which would be beneficial for the customers as they will get an opportunity to earn the highest returns.

The company believe in long-term investing and provides long-term capital gains to the customers

Know everything about more PMS companies

Invest in Aequitas Investment PMS – Fill up the form Now!