Equentis Wealth Advisory Services Limited • Equity
Equentis Multi Cap Portfolio is an equity portfolio management service (PMS) strategy run by Equentis Wealth Advisory Services Limited, launched on 3 Feb 2025. As of 30 Sep 2026, it manages ₹92.04 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +2.66% over 1 year (+0.36% since inception). Over 1 year, the Nifty 50 TRI returned -7.09%, so the strategy is 9.75 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 | -4.71% |
| 3 Months | +0.43% |
| 1 Year | +2.66% |
| Since Inception | +0.36% |
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 Multi Cap Portfolio has a 1-year return of +2.66% and +0.36% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Equentis Multi Cap Portfolio returned +2.66% against -7.09% for the Nifty 50 TRI, 9.75 percentage points ahead. Figures as of 30 Sep 2026.
Equentis Multi Cap Portfolio is managed by PARVATI RAI at Equentis Wealth Advisory Services. The strategy manages ₹92.04 Cr of client assets as of 30 Sep 2026.
Equentis Multi Cap Portfolio manages ₹92.04 Cr of client assets as of 30 Sep 2026.
The minimum investment for Equentis Multi Cap Portfolio is ₹60 Lakhs.
Equentis Multi Cap Portfolio was launched on 3 Feb 2025. It has a 1-year track record.
Description
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