Equentis Wealth Advisory Services PMS strategies
Equentis Wealth Advisory Services runs 3 portfolio management strategies listed with APMI, managing ₹125 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Equentis Multi Cap Portfolio | Equity | PARVATI RAI | ₹92.98 Cr | — | — | — | ₹60 Lakhs | Aug 2026 |
| Equentis Concentrated Portfolio | Equity | PARVATI RAI | ₹24.82 Cr | — | — | — | ₹60 Lakhs | Aug 2026 |
| Equentis Special Opportunities Portfolio | Equity | PARVATI RAI | ₹6.73 Cr | — | — | — | ₹60 Lakhs | Aug 2026 |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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