Equirus Securities PMS – Review, Strategies, Returns, Charges & more

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

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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Bellwether Capital PMSCentrum PMSEmkay Investment PMS
Bonanza Portfolio PMSDHFL Pramerica PMSEnam Asset Management PMS

Equirus Securities PMS Strategies

The below table is providing details about the Equirus Securities portfolio management service strategies-

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

The above table portrays that Equirus Securities and their type of strategies and they are Large Cap Strategy, Diversified Strategy and Small – Midcap Strategy.

You can opt for any type of strategies and proceed with the investment as they offer all type of PMS strategies to be dealt with.

One of the best things to share about their strategies is that they emphasize a lot on large-cap stocks which reduce the market list to a great extent.

Given below are the points that will help you to analyze how their research approach is based on.

  • Proceeding from the bottom with stock selection and focusing on stocks that would bring absolute return
  • Emphasizing on stocks that could follow the upward trend
  • Stocks selected must meet their research criteria
  • PMS products are depends on the research aspects. However there are a lot of roles from the end of the PMS fund manager to be taken so that investors could maintain a robust portfolio

Equirus Securities PMS Returns / Performance

The below table is giving details about Equirus Securities PMS returns and performance-

Returns (CAGR)
3 Year8.9%
5 Year8.5%
7 Year7.6%
10 Year8.3%
11 Year Plus9.8%

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

Dynamic Equities PMSEnvision Capital PMSFive Rivers PMS
Elite Wealth PMSEquirus Securities PMSGhalla Bhansali PMS
Elixir Equities PMSEstee Advisors PMSHarmoney Wealth Advisory PMS

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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Impetus Wealth Management PMSJanak Merchant PMSKarma Capital Advisors PMS
Indianivesh PMSJeetay Investments PMSKB Capital PMS

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.


Know everything about more PMS companies

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