Equirus Wealth Pvt Ltd – Portfolio Management Services (PMS)

Established in July 2007, Equirus Capital initially concentrated on Mergers & Acquisitions and Private Equity advisory services. The firm has since cultivated a strong reputation and significant market presence across various sectors, distinguishing itself through its proficiency in structuring and executing transactions that align precisely with client objectives. To diversify its service portfolio, Equirus introduced Portfolio Management Services in October 2016. The Institutional Equities and Research division was launched in January 2010, holding memberships with the BSE and NSE, with operational teams based in Mumbai and Ahmedabad.

AUM (₹ Cr)

416.7

Clients

345

Strategies

2

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Equirus Wealth Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Long Horizon Fund Small Cap -7.34% 16.58% 17.30% Oct 2016
Flexi Cap Fund Multi Cap & Flexi Cap Nov 2025

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

Portfolio Managers & Fund Management Team

Mr Ashutosh Tiwari

Head of AMC and CIO - Public Markets

Mr. Ashutosh Tiwari leads the Asset Management Company (AMC) and serves as the Chief Investment Officer (CIO) for Public Markets. He is responsible for managing the Equirus Long Horizon Fund and the Equirus Flexi Cap Fund. With over two decades of professional experience, Mr. Tiwari brings 16.5 years of dedicated expertise in the securities market. Previously, he held significant leadership positions at Equirus Securities Private Limited, including Managing Director & Head of Institutional Equities, Head of Equities for four years, and Head of Research for six years. His early career involved analyzing the Auto and Metals sectors as a Research Analyst. In 2015, he was recognized by the Thomson StarMine Analyst Awards with the No. 1 ranking for Earnings Estimates in the Automobile sector. Mr. Tiwari is distinguished by his contrarian investment philosophy. He commenced his career in the securities market with KR Choksey Shares and Securities. Prior to this, he gained experience as a Mining Engineer at Hindustan Zinc (Vedanta Resources Plc). Mr. Tiwari holds an MBA in Finance and a Bachelor of Technology (B.Tech) in Mining Engineering from the Indian Institute of Technology (BHU), Varanasi.

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Regulatory Information

SEBI Registration: INP000007076

Registered Office: 13th Floor, A Wing, Marathon Futurex, N M Joshi Marg, Lower Parel, Mumbai - 400 013.

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.

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