Equentis Wealth Advisory Services Limited • Equity
Equentis Concentrated Portfolio is an equity portfolio management service (PMS) strategy run by Equentis Wealth Advisory Services Limited, launched on 10 Feb 2025. As of 30 Sep 2026, it manages ₹23.8 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are -0.77% over 1 year (+1.97% since inception). Over 1 year, the Nifty 50 TRI returned -7.09%, so the strategy is 6.32 percentage points ahead of its benchmark. The minimum investment is ₹60 Lakhs. The strategy is managed by PARVATI RAI.
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -5.29% |
| 3 Months | -0.37% |
| 1 Year | -0.77% |
| Since Inception | +1.97% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callEquentis Concentrated Portfolio has a 1-year return of -0.77% and +1.97% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Equentis Concentrated Portfolio returned -0.77% against -7.09% for the Nifty 50 TRI, 6.32 percentage points ahead. Figures as of 30 Sep 2026.
Equentis Concentrated Portfolio is managed by PARVATI RAI at Equentis Wealth Advisory Services. The strategy manages ₹23.8 Cr of client assets as of 30 Sep 2026.
Equentis Concentrated Portfolio manages ₹23.8 Cr of client assets as of 30 Sep 2026.
The minimum investment for Equentis Concentrated Portfolio is ₹60 Lakhs.
Equentis Concentrated Portfolio was launched on 10 Feb 2025. It has a 1-year track record.
Description
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