Equirus Securities PMS – Review, Strategies, Returns, Charges & more
Last Updated Date: Dec 02, 2022Equirus Securities PMS is the mainstream service which they provide to their clients. Their portfolio management service is one of the best as they are organized with the world’s best team to monitor the event properly.
Here in this article, you will get complete details about Equirus Securities Portfolio Management Services including its strategies, commission models and annual returns.
Here is the detailed review for Equirus Securities PMS, check it out!
Equirus Securities PMS – Ratings & Review by Top10StockBroker
Find Client ratings of Equirus Securities Portfolio Management Services –
Ratings | |
Returns Performance | 2.5 / 5 |
Services | 2.7 / 5 |
Charges | 2.8 / 5 |
Experience | 2.9 / 5 |
Strategies | 2.7 / 5 |
Client Support | 2.6 / 5 |
Overall Ratings | 2.7 / 5 |
Star Ratings | ★★★★★ |
Overview of Equirus Securities Portfolio Management Services
Find a detailed overview of the Equirus Securities portfolio management service in the table given below-
Overview | |
Company Type | Private |
Registered Location | Mumbai, Maharashtra |
Leadership | Ajay Garg |
Yr. of Establishment | 2007 |
Get details about Equirus Securities PMS in the below table
Equirus Securities PMS is one of the renowned broker houses based in Mumbai, Maharashtra. Since its establishment in 2007, they have attained a huge customer base due to its unparalleled service in this field.
Their seamless service has satisfied their customer since they came into the market. Equirus Securities PMS was founded by Ajay Garg in 2007 and has its headquarters in Mumbai, Maharashtra.
Besides providing other services, the broker house has been widely appreciated for PMS or Portfolio Management Models in the area.
Highly experienced professionals play a major role in PMS and are widely known for their superior performance in this aspect.
Here you will be discussed Equirus Securities PMS Review, PMS Charges, PMS returns and many more.
Now, we will discuss Equirus Securities portfolio management service company review, its PMS returns, PMS charges and more.
Invest in Equirus Securities PMS – Fill up the form Now!
Types of Equirus Securities PMS
There are 2 types of Equirus Securities Portfolio Management Services –
Types of PMS | |
Discretionary | Yes |
Non-Discretionary | Yes |
There are two types of PMS offered by this broking house that is Discretionary and Non-Discretionary. Out of the two, the most preferred one is by the PMS Client.
It is the first one that is Discretionary as it is closely monitored by the top-class fund manager of Equirus Securities.
However, there are still a few clients who look for the latter one and that is Non-Discretionary before they make any final decision.
Equirus Securities PMS Fund Managers Details
The table given below is providing the entire details about the fund manager of Equirus Securities PMS company.
Fund Manager’s Details | |
Name | Viraj Mehta |
Experience | 11 Years |
Highest Qualification | MBA |
AUM (in Cr.) | 60 Cr. |
Number of Clients | 97 |
Investment Tenure | 4 yrs |
The below table provides detailed information about Equirus Securities PMS fund manager details
Viraj Mehta (Fund Manager)
The company is well organized with multiple fund managers to look at the PMS properly. However, one of the most prolific ones to name among them is Viraj Mehta, having 11 years of rigorous experience in this aspect.
He holds an MBA degree and this is his highest educational qualification.
The fund manager of this company holds more than Rs 60 cr as AUM and deals with as many as 97 clients. The company offers a minimum investment tenure of 4 years for any clients.
Know Fund Managers of Other Portfolio Management Service Companies
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Equirus Securities PMS Strategies
The below table is providing details about the Equirus Securities portfolio management service strategies-
Strategies | |
Equirus – Long Horizon Fund | SMALL CAP |
Long Horizon Fund
The motive pinpointed in this strategy is to fetch in outperformance concerning benchmark. This strategy would vouch for concentrated bets, with a long-term investment horizon, on stocks which belong to the arena of listed Indian Companies. They are high-quality stocks with reasonable valuations.
The investment range for this strategy is of 3-5 years approx. The company plans on investing in a high-quality business in the early or initial stages to rise alongside the growth.
Adaptation of philosophy is marked as synergies of value and quality. Herein, undisclosed businesses with long growth potential are provided are chosen, especially ones with long-term growth qualities recognized and rewarded over time by investors and selling at a price below their intrinsic value.
Equirus Securities PMS Returns / Performance
The below table is giving details about Equirus Securities PMS returns and performance-
Strategy | Equirus – Long Horizon Fund | |
Category | SMALL CAP | |
Return (CAGR) | 1M | 2.22% |
3M | 15.86% | |
6M | -1.48% | |
1Y | -13.07% | |
2Y | 33.80% | |
3Y | 37.72% | |
5Y | 22.72% | |
Since Inception | 23.36% | |
Inception Year | Oct 2016 |
You can follow from the above table how attractive the returns rates are. Besides that, the broker house has easily surpassed the interest rate provided by banks and most of the mutual funds in 3, 5,7,10 and 11 years of tenure.
The lucrative return has made them one of the renowned PMS securities in the nation.
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Equirus Securities PMS Investment Plans
The given table is providing details about the Equirus Securities 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 |
Here in this table, you will get to familiarize yourself with the various investment plans offered by this broker house
The above table portrays the different types of investment plans from the house of Equirus Securities. The minimum investment starts with 25L for any PMS house you choose.
The Bronze Plan is ranged between 25L to 50 L, the Silver Plan is 50L to 1 Cr and the Platinum Plan rather than the top PMS plan starts above 5 crores.
As there are three types of investment plans, the brokerage is also different. If there is high investment from the client’s side then he will enjoy top-notch services and low brokerage on investment.
Equirus Securities PMS Fee Structure or Commission Slabs
Find the details about the types of commission models or fees structure offered by Equirus Securities PMS house as follows-
Commission / Fees Structure | |
Prepaid Commission | Yes |
Volume% Commission | Yes |
Profit Sharing% Commission | Yes |
The below table shows the different Equirus Securities PMS fees
Equirus Securities PMS fees and commission slabs can be categorized in this three ways that are prepaid commission, volume % commission and profit sharing % commission.
The fee structure of this house is divided into three categories which are mentioned in the above table.
Equirus Securities PMS Prepaid Commission
Prepaid Commission (Yearly) | |
Investment – 25L – 50L | 1.2% of Investment |
Investment – 50L – 1 Cr. | 1.1% of Investment |
Investment – 1 Cr. – 5 Cr. | 1.0% of Investment |
Investment – 5 Cr. Plus | 0.9% of Investment |
Prepaid commission means that the commission will be paid to fund the house in advance before the tenure begins.
However, you need not panic, as the commission to be paid in this case is much less than the normal brokerage during the actual tenure.
The above table shows how the prepaid commission varies on the investment amount.
For investment ranges between 25 L to 50 L, you have to pay 1.2 % of the investment. In the case of, Investment range between 50 L-1cr, you have to pay 1.1% of the investment.
For investments between 1cr to 5 cr, you need to pay 1 per cent and lastly for investments above 5 crores, you have to pay only 0.9 per cent.
Equirus Securities PMS Volume% Commission
Volume% Commission (Yearly) | |
Transaction Volume – 25L – 50L | 0.116% of the Total Transaction Volume |
Transaction Volume – 50L – 1 Cr. | 0.110% of the Total Transaction Volume |
Transaction Volume – 1 Cr. – 5 Cr. | 0.100% of the Total Transaction Volume |
Transaction Volume – 5 Cr. Plus | 0.089% of the Total Transaction Volume |
In this category, the commission depends on the total number of transactions or the volume of transactions done by the manager.
However volume is not only the key parameter to determine the commission percentage, but it also depends on other parameters of the market. The below tables show the commission model for various volumes of transactions;
The volume per cent commission states that when there is a transaction that involves a volume between 25L-50L, the commission will be 0.116% of the transaction volume.
For 50L-1cr, the commission will be 0.110 % of the transaction volume. For 1 cr-5cr, 0.100% of the total transaction volume will be charged and for a transaction that exceeds the volume of 5 Cr, the commission charged will be 0.089 of the transaction volume.
Equirus Securities PMS Profit Sharing% Commission
The table given below is showing details about profit sharing% commission model-
Profit Sharing% Commission (Yearly) | |
Profit Amount – 2.5L – 5L | 22.5% of Profit |
Profit Amount – 5L – 10L | 21.5% of Profit |
Profit Amount – 10L – 50L | 19.3% of Profit |
Profit Amount – 50L Plus | 17.1% of Profit |
One of the most convenient models that every investor would like to view before approaching to investment deal is profit sharing commission.
The above model says that the percentage is quite high but the risk is completely low in this case.
From the profit sharing commission model, it is seen that for-profit amount that ranges between 2.5L-5L, 22.5% of the profit will be charged.
For-a profit amount of 5L-10L, 21.5% will be charged. For-a profit amount between 10L-50L, a 19.3% commission will be charged whereas profit margin that exceeds 50L, a 17.1 per cent commission will be charged. That is quite reasonable as compared to other security models.
Know Charges models of other Portfolio Management Service Providers
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Equirus Securities PMS Charges
The below-given table is giving information about Equirus Securities Portfolio Management Service Charges-
Charges | |
Management Fees | As per the commission model |
Upfront Fees | 0.56% – 0.76% of Asset Value |
Brokerage Charges | 0.007% – 0.027% of Total Transaction Value |
Custodian Charges | 0.22% – 0.35% of Asset Value |
Depository Charges | 0.21% – 0.41% of Asset Value |
Exit Load – within 12 months | 0.81% – 1.21% of Withdrawal Value |
Exit Load – post 12 months | Free |
The table below shows the PMS Service charges of Equirus Securities
Here in the above table, it is stated that the upfront fees are between 0.56% to 0.76% of the asset value whereas the brokerage fees are between 0.007% to 0.027%.
Also, there is a commission exit load within 12 months that ranges between 0.81% -1.21% and there is no charge levied for exit load for the past 12 months.
Equirus Securities PMS Benefits
Find the details about Equirus Securities PMS advantages in the table given below-
Benefits / Advantages | |
Top-up Facility | Yes |
Back office Reports | Yes |
Email Update | Yes |
SMS Update | Yes |
Watsapp Update | No |
Portfolio View | Yes |
Detailed View | Yes |
Flexible Commission Model | Yes |
Flexible Investment Plans | Yes |
Massive Experience | Yes |
- The website portal allows every broker and every client to check their reports and portfolio
- With the feature of email and WhatsApp updates and SMS, updates customers do not need to hit the branch or call the fund manager often to know their transaction status
- The fund manager of this house has a hand on experience in PMS, with more than a decade of experience they provide a one-stop solution to the clients
- Top up facility is also provided by the PMS house of this company
Equirus Securities PMS Customer Care
The table given below is showing a detailed view of Equirus Securities PMS Customer Care.
Customer Care | |
Call Support | Yes |
Email Support | Yes |
Chat Support | No |
Watsapp Support | No |
Relationship Manager Support | Yes |
Call to Fund Manager | Yes – 5 Times a month |
Issue Resolving TAT | 11 working days |
The above table shows Equirus Securities PMS benefits. They provide top-level customer service and have included every method from email service to WhatsApp so that their customer can reach out to them in every possible way.
Whether you are looking to know about their commission or want to view their portfolio their proactive team can deal with every aspect of the first call itself.
Equirus Securities PMS Conclusion
Equirus Securities PMS is one of the most popular PMS services in the country. They are set with their plans and strategies to bring out effective results in this aspect and enhance their performance.
If you are looking for PMS, then the one from this fund house is highly recommended to you.
Equirus Securities PMS FAQs
Ques – Who is the current Fund Manager of Equirus Securities PMS?
Answer – Viraj Mehta with an experience of 10 years and the highest qualification of MBA handles the funds at Equirus Securities.
Ques – What is the investment strategy of Equirus Securities PMS?
Answer – The experts at Equirus Securities believe in SMALL and MID CAP investment strategies. The goal at Equirus Securities is to take a long-term bid at quality publically listed Indian companies at reasonable valuations. Thus, Equirus Securities take much pride in their Equirus – Long Horizon Fund investment approach.
Ques – What are the benefits of investing with Equirus Securities PMS?
Answer – When it comes to generating higher returns in less period, Equirus Securities is just the right place to be.
- The return rates that Equirus Securities produces are higher than the majority of ventures in this industry. The company’s record speaks for itself; Equirus Securities has generated as much as 94.44% in just six months following their investment strategy of Equirus – Long Horizon.
Ques – Is it worth investing in Equirus Securities PMS?
Answer – What makes Equirus Securities the number one destination for both young and mature investors is their expertise in the field and their technologically advanced methods. At Equirus Securities every broker and client can check their reports and portfolio. Clients can have their daily report updates just at the luxury of sitting at their homes without having to visit the branch.
Ques – What is the fee structure of Equirus Securities PMS?
Answer – Equirus Securities provides two different fee portfolios for clients with a different approach. The company brings forward an AMC attached with a fixed fee that is around – 2.50%. The second segment under the fee structure is Variable Fee which has an AMC of around 1.00% for the first year, after which 20% profit sharing is above the 10% hurdle.
Ques – Where can I check the return or performance of Equirus Securities PMS?
Answer – The return performances for Equirus Securities can be checked at various websites, when it comes to obtaining the latest information, our article is embedded with the best client-friendly information to help you take your decision when it comes to choosing who to invest with.
Ques – How to call or reach Equirus Securities PMS customer care?
Answer – When it comes to laying the customer care structure, Equirus Securities is the best and most thoughtful of all. The company has call support, email support as well as related support to help their clients whenever needed.
Ques – Where to find complete details about Equirus Securities PMS?
Answer – The above article talks in detail about the complete information related to the company-client affair as well as various investment strategies to encourage better revenue generation.
Ques – How can I invest with Equirus Securities PMS?
Answer – Investing at Equirus Securities is very easy, it only requires one to fill out the form provided on this page. Click on the button “Invest in PMS” and fill out the form, after which the company executives will call the individual themselves.
Ques- What is the approx AUM of Equirus Securities PMS?
Answer – The asset under management for Equirus Securities is around 70 Crores, the venture has been serving more than 100 clients altogether in the country.
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Invest in Equirus Securities PMS – Fill up the form Now!