Portfolio Management Services (PMS)

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Portfolio Management Services

Equirus Portfolio Management Services (PMS) focuses on taking concentrated bets for the long term, in high quality publicly listed Indian companies at reasonable valuations. As investment managers, our primary goal is to generate significant outperformance over the broader Indian indices over a 3–5 year period.

Leveraging on a long track record of value creation by institutional research teams, Equirus PMS intends to focus on businesses with leadership positions in industries with long runways. We intend to be early in the business discovery, thus providing us maximum earnings growth with limited churn.

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Investment Philosophy

Equirus PMS Investment philosophy is based on the synergies of value and quality. We intend to invest in relatively undiscovered businesses with long growth potential. To qualify for our portfolio, companies must have the several qualities most relevant to long-term growth—qualities recognized and rewarded over time by investors—and be selling at a price below their intrinsic value.

Portfolio Management Services
PMS Services in India

Approach

We strictly follow the bottom-up approach, and all companies must clear our careful and detailed checklist. This approach means we can consider a broad range of securities investments across market capitalisation. We are not limited or have any biases found within several firms pledging to invest only on the basis of quality, growth, earnings momentum or value. We do not mimic any index and consider companies in all industries.

What Differenciaties Us

Undiscovered companies

We focus on buying high quality companies at reasonable valuation (risk-reward ratio must be favourable). We strive to invest in companies which are generally ignored by the investment community and thus, are under-researched and under-owned. We intent to be early in the discovery to capture maximum earnings growth potential. We have a bias for small and mid-cap companies.

Long-term outlook

We buy companies with long-term growth potential for atleast next 3-5 years. This not only allows us to capture the earning growth but also gain from valuation re-rating.

Concentrated bets

We focus on taking concentrated bets (15-17 holdings). Maximum investment in a position is 10% and in a sector is 30% on cost basis.

Portfolio Management Services India
PMS Portfolio

Non-model portfolio approach

We don’t follow model portfolio approach. Whenever we receive capital (initial/additional) only those portfolio companies are bought for which the prices are in the buy range (risk-reward ratio is favourable). Rest of the portfolio companies, despite being part of our older portfolios, are not bought and we wait to get a better entry price.

Interests aligned

95% of portfolio manager’s net-worth is invested in the fund. His interests are completely aligned with the clients.

Disclosure Document

Disclosure Document

FAQs

Portfolio Management Services (PMS) offer professional management of investment that aims to deliver risk-adjusted returns to their clients.

Non-Discretionary – The fund manager works following the client.

Discretionary – The decision of investment rests solely on the fund managers.

Advisory Portfolio – Under this Portfolio Manager only suggest investment ideas. The decision and execution rest solely with the clients.

The investment solutions provided by PMS is for niche segment of investors, they can be High net worth clients or Institutions as well. Clients who are looking for asset class of Equity, Structured Products, Fixed income and who desires to have personalised investment solution.
Ideally, client who is investing in PMS , should consider anything between 3+ year horizon, as it’s a personalised and focussed investment strategies.
Equirus PMS does not have lock in, clients are free to redeem and add funds at any time.
Clients can invest via funding directly the amount he/she wish to invest ,minimum of 50 Lakh. He can also do Stock Transfer
Yes. For investment in Listed entities, an investor is required to open a demat account in his/her own name.
PMS Mutual Fund
Provides personalised access to Professional Money Manager & their services Provides access to Professional Money Management services.
Flexibility Customisation
Portfolio can be customised to investors specific need No Customisation Possible
Minimum Minimum
Minimum Investment -50 lakh Minimum investment -5000/-
 
Yes, NRI can invest in PMS through NRE or NRO account. There are some additional documentations required in such cases.
The clients can withdraw partial amount from their PMS. The value of investment in the portfolio after withdrawal shall not be less than the minimum investment amount.
Tax treatment for the investor is same , as if the investor is accessing the capital market directly. Investor should consult his/her tax advisor for the same.

Investor Communique

To know more about our investor communique click here

Direct Onboarding Route

All clients have an option to invest in the products / investment approaches directly, without intermediation of persons engaged in distribution services.

 

Client can directly approach us by sending an email on pmsops@equirus.com

PMS Team

Viraj Mehta

Managing Director - PMS


 

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