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Equentis Wealth Advisory Services Limited – Portfolio Management Services (PMS)

Equentis Wealth Advisory Services Limited (“Equentis”) is a financial services company incorporated in 2015, specializing in wealth management, wealth advisory and capital market solutions. The company provides research-backed portfolio advisory, portfolio management services, and is an Investment Manager to Alternative Investment Funds. Equentis enables long-term wealth creation through fundamentally driven equity strategies powered by technology and robust data analytics. Equentis serves a diverse clientele including retail, HNIs, and UHNIs—delivering a sophisticated and goal-oriented investment approach.

AUM (₹ Cr)

95.08

Clients

149

Strategies

2

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Equentis Wealth Advisory Services Limited Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Equentis Multi Cap Portfolio Multi Cap & Flexi Cap — — — Feb 2025
Equentis Concentrated Portfolio Mid Cap — — — Feb 2025

Past performance is not indicative of future results. Returns are subject to market risks.

Portfolio Managers & Fund Management Team

Mrs Parvati Rai

Principal Officer & Fund Manager

Mrs. Parvati Rai, Principal Officer & Fund Manager, as Vice President of Research at Equentis Wealth Advisory Services Limited has 18+ years of experience in financial research, investment research, and strategy consulting. Her expertise includes equity research, valuations, portfolio creation, and client engagement. She previously worked with KR Choksey, Roc Search, The Smart Cube, UTI Securities, BOE Research, and Anand Rathi Securities. She is responsible for project management, client engagement, and developing expansion strategies.

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Regulatory Information

SEBI Registration: INP000008969

Registered Office: Marathon Futurex, A-603 6th Floor, Mafatlal Mills Compound, N M Joshi Marg, Lower Parel East, Mumbai 400013

Disclaimer

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)