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

Equentis Wealth Advisory Services Limited ("Equentis"), established in 2015, operates as a financial services entity focused on wealth management, advisory services, and capital market solutions. The firm offers research-driven portfolio advisory, portfolio management services, and functions as an Investment Manager for Alternative Investment Funds. Equentis facilitates sustained wealth augmentation via equity strategies grounded in fundamental analysis, enhanced by technological integration and comprehensive data analytics. The company caters to a varied client base, encompassing retail investors, High Net Worth Individuals (HNIs), and Ultra High Net Worth Individuals (UHNIs), providing a refined, objective-focused investment methodology.

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

As Vice President of Research at Equentis Wealth Advisory Services Limited, Mrs. Parvati Rai, who serves as Principal Officer & Fund Manager, brings over 18 years of extensive experience in financial research, investment analysis, and strategic advisory. Her core competencies encompass equity research, asset valuation, portfolio construction, and fostering client relationships. Prior to her tenure at Equentis, she held positions at KR Choksey, Roc Search, The Smart Cube, UTI Securities, BOE Research, and Anand Rathi Securities. Her current responsibilities include overseeing project management, client relationship management, and formulating growth strategies for the platform.

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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

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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