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

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

It primarily focuses on the research and strives to invest in high growth companies. At present Aequitas PMS have more than 10 billion asset 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.PMS Offers


Aequitas Investment PMS – Customer Ratings & Review

Find Client ratings of Aequitas Investment Portfolio Management Services –

Ratings
Returns Performance2.8 / 5
Services2.9 / 5
Charges2.8 / 5
Experience3.1 / 5
Strategies3.2 / 5
Client Support3.1 / 5
Overall Ratings2.9 / 5
Star Ratings★★★★★

Overview of Aequitas Investment Portfolio Management Services

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

Overview
Company TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipSIDDHARTHA BHAIYA
Yr. of Establishment2012

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

The owner of the Aequitas Investment PMS is Mr. Siddhartha Bhaiya. The Company strives to offer 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 bottom up strategies for picking stocks and construct a portfolio representing the highest conviction of the company. The company ahs sound long term performance record in the industry.

Now, we will have a discussion about Aequitas Investment portfolio management service company review, its PMS returns, PMS charges and more.


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Types of Aequitas Investment PMS

There are 2 types of Aequitas Investment Portfolio Management Services –

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

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

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

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

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

Fund Manager’s Details
NameSIDDHARTHA BHAIYA
Experience13 Yrs.
Highest QualificationCA
AUM (in Cr.)1048 Cr.
Number of Clients129
Investment Tenure3yrs

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

He has more than 5 years of working experience in Aequitas Investment and all together 13 years of experiences 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.


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Aequitas Investment PMS Strategies

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

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes
  • The portfolio management services is 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 equity market.
  • Aequitas Investment PMS follows bottom up approach while picking up the stocks to be included in 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 company with high corporate governance

INVESTMENT PATTERN

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

Aequitas Investment PMS Returns / Performance

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

Returns (CAGR)
3 Year9.2%
5 Year8.5%
7 Year7.8%
10 Year9.2%
11 Year Plus10.1%

Here is the brief detail about the percentage of 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 9.2%, returns were 8.5% in 5 years, 7.8% in 7 years, 9.2% in 10 years, 10.1% in more than 11 years. Highest returns were achieved by the company in more than 11 years and the highest returns were 10.1%


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Aequitas Investment PMS Investment Plans

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

Investment Plans
Bronze (25L – 50L)Yes
Silver (50L – 1 Cr.)Yes
Gold (1 Cr. – 5 Cr.)Yes
Platinum (5 Cr. Plus)Yes

Aequitas Investment PMS offers various investment plans to the 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),

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

Gold investment plans, 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 are as follows-

Commission / Fees Structure
Prepaid CommissionYes
Volume% CommissionYes
Profit Sharing% CommissionYes

Aequitas Investment PMS follows following Fee Structure


Aequitas Investment PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L1.25% of Investment
Investment  – 50L – 1 Cr.1.18% of Investment
Investment – 1 Cr. – 5 Cr.1.10% of Investment
Investment – 5 Cr. Plus1.00% of Investment

Prepaid commission says that commission charges are to be paid prior the period of the investment starts. As it is to be paid in advance so for customers ease commission charge are lower

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

Deposit amount ranges (25L.-50L.) then customers has to pay 1.25% of total investment value.

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

Deposit amount ranges (1 CR.-5CR.) then customers has to pay of 1.10% of total investment value.

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


Aequitas Investment PMS Volume% Commission

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L0.122% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.115% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr.0.105% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus0.090% of Total Transaction Volume

In this model charges are be paid on the basis of total number of transaction done by portfolio managers.

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

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

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

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


Aequitas Investment PMS Profit Sharing% Commission

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

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L22.4% of Profit
Profit Amount – 5L – 10L20.4% of Profit
Profit Amount – 10L – 50L18.4% of Profit
Profit Amount – 50L Plus16.1% of Profit

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

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

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

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

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


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Aequitas Investment PMS Charges

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

Charges
Management FeesAs per commission model
Upfront Fees0.65% – 0.95% of Asset Value
Brokerage Charges0.008% – 0.022% of Total Transaction Value
Custodian Charges0.19% – 0.35% of Asset Value
Depository Charges0.15% – 0.32% of Asset Value
Exit Load – within 12 months0.86% – 1.50% of Withdrawal Value
Exit Load – post 12 monthsFree
  • Management Fees-Management feed is paid by the customers related to their portfolio managements services. This fees is decided as per the commission model
  • Upfront Fees-The upfront fees is the some part of the fees which is mandatory for the investors to pay in advance. In case of Aequitas Investment PMS, the upfront fee is 65% – 0.95% of Asset Value
  • Brokerage Charges-Brokerage charges are paid o the brokers for managing the customers demat account and offering them financial advices. In case of Aequitas Investment PMS the brokerage charges are 009% – 0.022% of Total Transaction Value
  • Custodian charges– In case of Aequitas Investment PMS, the custodian charge is paid by customers for transferring of shares, 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 dematerializations account with the depository. In case of Aequitas Investment PMS depository charges are 15% – 0.32% of Asset Value
  • Exit charge-Exit Fees is paid to the portfolio manager at the time they partly or fully withdraw. In case of Aequitas Investment PMS if exit is done within 12 months then charges will be 88% –1.22% of Withdrawal Value, if it is done after 12 month then it will be completely free

Aequitas Investment PMS Benefits

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

Benefits / Advantages
Top-up FacilityYes
Back office ReportsYes
Email UpdateYes
SMS UpdateYes
Watsapp UpdateNo
Portfolio ViewYes
Detailed ViewYes
Flexible Commission ModelYes
Flexible Investment PlansYes
Massive ExperienceYes
  • The company strives to maintain one-to-one relationship with the customers
  • Company has only product i.e. portfolio management service and only one yardstick to measure their  performance
  • The company offers bespoke portfolios not a model portfolio
  • Company 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.

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportNo
Relationship Manager SupportYes
Call to Fund ManagerYes – 5 to 6 Times a month
Issue Resolving TAT17 working days

Aequitas Investment PMS offers direct call support to the customers for resolving their 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 the customer care support. Dedicated Relationship Manager assists the customers in all possible ways. Call to fund manger facility is also offer to the customer’s for5-6 times in 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 a feasible to get your portfolio constructed from Aequitas Investment as company has shown the great performance and have one of the best 3 year track records.

The company portfolio manager aims to identify and pick stocks in companies which have 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 highest returns.

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


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