
At Equentis, our portfolio management services offer a bespoke approach to investing. They combine deep market insights with personalized strategies With PMS, our professionals actively manage your portfolio, tracking market trends, identifying opportunities, and making informed decisions to maximize your returns.
Sebi registered | 20+ Years of Investment Experience
Guiding your portfolio toward sustainable growth
Bespoke portfolio
Tailored to match your financial goals & life ambitions
Robust research & analysis
In-depth market analysis to uncover high-potential investment opportunities
No lock-in
Decide when to exit. However, exit charges may apply for early exits
Timely updates
Get regular updates, performance reports, & more
Technological edge
Leverage our proprietary quant engine 'Alphabet' to analyze the listed universe
Real-time access
Access your portfolio anytime, anywhere
Guard & grow
Unbiased growth across all sectors and market caps with a bottom-up investment approach.
Time horizon
3+ years
Stocks
25-30
Churn rate
20-30%
Solutions that match your ambitions
Unlock your investment potential with PMS
Our portfolio management services are designed for investments of ₹60 lacs & above.
A fixed fee calculated on the value of your portfolio.
A percentage of the profits earned, ensuring our success is tied to yours.
& Breaking Norms
The powerhouses behind your portfolio
Founder & MD
Manish Goel, Founder and MD of Equentis Wealth Advisory Services Ltd., champions financial literacy and inclusive wealth creation. Leveraging global expertise, he drives innovative investment strategies and offers SEBI-regulated portfolio management and equity advisory services to empower Indian investors.
Before setting up Equentis, Mr. Goel was the Finance Director of ICCON Limited, a London-based company that advised clients on real estate investments in the UK and other European countries.
He is a qualified Company Secretary with a Master's in International Trade and Finance from the United Kingdom and a Law Graduate.
Get answers to the most pertinent questions on your mind now.