Equirus Securities PMS is their mainstream service which they provide to their clients. Their portfolio management service is one of the best as they are organized with the world 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 their annual returns.

Here is the detailed review for Equirus Securities PMS, check it out!

PMS Offer


Equirus Securities PMS – Customer Ratings & Review

Find Client ratings of Equirus Securities Portfolio Management Services –

Ratings
Returns Performance2.5 / 5
Services2.7 / 5
Charges2.8 / 5
Experience2.9 / 5
Strategies2.7 / 5
Client Support2.6 / 5
Overall Ratings2.7 / 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 TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipAjay Garg
Yr. of Establishment2007

Get details about Equirus Securities PMS in the below table

Equirus Securities PMS is one of the renowned broker house based in Mumbai, Maharashtra. Since their establishment in 2007, they have attained a huge customer base due to their unparalleled service on 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 Model in the area.

With highly experienced professional they play a major role in PMS and are widely known for their superior performance on this aspect.

Here you will be discussed about Equirus Securities PMS Review, PMS Charges, PMS returns and many more.

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


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    Types of Equirus Securities PMS

    There are 2 types of Equirus Securities Portfolio Management Services –

    Types of PMS
    DiscretionaryYes
    Non-DiscretionaryYes

    There are two types of PMS offered by this broking house and 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 few clients who look for the later 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
    NameViraj Mehta
    Experience10 Years
    Highest QualificationMBA
    AUM (in Cr.)60 Cr.
    Number of Clients97
    Investment Tenure3yrs

    Below table provides detailed information about Equirus Securities PMS fund manager details

    Viraj Mehta (Fund Manager)

    The company is well organized with multiple fund manager to look at the PMS properly. However, one of the prolific one to name among them is Viraj Mehta, having 10 years of rigorous experience on 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 minimum investment tenure of 3 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
    SMALL CAPLONG HORIZON FUND

    Long Horizon Fund

    Motive pinpointed in this strategy is to fetch in outperformance with respect to 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 basically the high quality stocks with reasonable valuations.

    Investment rage for this strategy is of 3-5 years approx. The company plans on investing in high quality business in the early or initials 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-

    CategorySMALL CAP
    StrategyLONG HORIZON FUND
    Return (CAGR)1M15.39%
    3M44.62%
    6M16.50%
    1Y58.60%
    2Y11.40%
    3Y13.69%
    5YNA
    SI17.69%
    InceptionOct, 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 tenure.

    The lucrative return has made them be one of the renowned PMS securities in the nation.


    Know Returns of other PMS Brands

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    Equirus Securities PMS Investment Plans

    Below 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 with the various investment plans offered by this broker house

    The above table portrays about the different type of invest 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 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 are as follows-

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

    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 is 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 – 50L1.2% of Investment
    Investment  – 50L – 1 Cr.1.1% of Investment
    Investment – 1 Cr. – 5 Cr.1.0% of Investment
    Investment – 5 Cr. Plus0.9% of Investment

    Prepaid commission means that the commission will be paid to fund 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 range in between 25 L to 50 L, you have to pay 1.2 % of investment. In case of, Investment range between 50 L-1cr, you have to pay 1.1% of investment.

    For investment between 1cr to 5 cr, you need to pay 1 per cent and lastly for investment above 5 crores, you have to pay only 0.9 percent.


    Equirus Securities PMS Volume% Commission

    Volume% Commission (Yearly)
    Transaction Volume – 25L – 50L0.116% of Total Transaction Volume
    Transaction Volume – 50L – 1 Cr.0.110% of Total Transaction Volume
    Transaction Volume – 1 Cr. – 5 Cr.0.100% of Total Transaction Volume
    Transaction Volume – 5 Cr. Plus0.089% of Total Transaction Volume

    In this category, the commission depends on the total number of transactions or the volume of transaction done by the manager.

    However volume is not only the key parameters to determine the commission percentage, but it also depends on other parameters of the market.  The below tables shows the commission model for various volume of transactions;

    The volume percent commission states that when there is a transaction that involves a volume in 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 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 – 5L22.5% of Profit
    Profit Amount – 5L – 10L21.5% of Profit
    Profit Amount – 10L – 50L19.3% of Profit
    Profit Amount – 50L Plus17.1% 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 of that ranges between 2.5L-5L, 22.5% of the profit will be charged.

    For profit amount of 5L-10L, 21.5% will be charged. For profit amount between 10L-50L, 19.3% commission will be charged where as profit margin that exceeds above 50L , 17.1 percent 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 FeesAs per commission model
    Upfront Fees0.56% – 0.76% of Asset Value
    Brokerage Charges0.007% – 0.027% of Total Transaction Value
    Custodian Charges0.22% – 0.35% of Asset Value
    Depository Charges0.21% – 0.41% of Asset Value
    Exit Load – within 12 months0.81% – 1.21% of Withdrawal Value
    Exit Load – post 12 monthsFree

    The table below shows the PMS Service charges of Equirus Securities

    Here in the above table, it is stated that the upfront fees are in between 0.56% to 0.76% of the asset value whereas the brokerage fees are in 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 post 12 months.


    Equirus Securities PMS Benefits

    Find the details about Equirus Securities 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 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 customer do not need to hit the branch or call the fund manager often to know their transaction status
    • The fund manager of this house have a hand on experience in PMS, with more than a decade 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 SupportYes
    Email SupportYes
    Chat SupportNo
    Watsapp SupportNo
    Relationship Manager SupportYes
    Call to Fund ManagerYes – 5 Times a month
    Issue Resolving TAT11 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 each every aspect the first call itself.


    Equirus Securities PMS Conclusion

    Equirus Securities PMS is one of the most popular PMS Service in the country. They are set with their plans and strategies to bring out the effective result on 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 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 believes 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, with that 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 time period, the Equirus Securities is just the right place to be.

    • The return rates that Equirus Securities produces are higher than majority of ventures in this industry. The company’s past record speak 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 luxury of sitting at their home 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 different approach.  The company brings forward an AMC attached with fixed fee that is around – 2.50%. The second segment under the fee structure is Variable Fee that has an AMC of around 1.00% for the first year, after which 20% profit sharing above 10% hurdle.

    Ques – Where can I check 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 of client friendly information to help you take your decision when it comes to making a choice between 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 relationship 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 company-client affair as well as various investment strategy 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 the form provided in this page. Click on the button “Invest in PMS” and fill 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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