PMS -Elevate Your Wealth

Customized strategies, consistent growth

Equentis Multi-Cap PMS

Diversified Growth Across Market Caps

Looking for more than just mutual funds and index investing? Equentis Multi-Cap PMS is designed for investors who want a balanced mix of growth, diversification, and capital preservation. Whether you have a moderate to high-risk appetite or aim for higher alpha returns, this strategy helps you navigate market cycles while building wealth over the medium to long term.

Who should consider this PMS?

Designed for Growth & Stability

Investors looking for diversification beyond mutual and index funds

Those with a moderate to high-risk appetite

Suitable for medium-term wealth creation (3+ years)

Focus on both capital preservation and growth

Aims for balanced growth across market cycles

Seeks higher alpha returns compared to mutual and large-cap funds

Why Choose Multi-Cap PMS

Seamless Blend of Large, Mid & Small Caps

Diversified Equity Strategy

Invests across large, mid, and small-cap companies.

Rule-Based Stock & Sector Selection

Data-driven approach to picking stocks for you to invest in.

Bottom-Up Investment Framework

Focuses on company fundamentals over market trends.

Long-Term Growth Focus

Targets capital appreciation over 3-5 years, resulting in long term growth.

High-Growth Potential

Invests in companies that can grow multi-fold in 3-4 years.

Balanced Portfolio

Typically holds 25–35 diversified stocks with a 20–30% annual churn rate.

Robust Stock Selection Criteria

Financial Strength – Earnings quality, return ratios, strong balance sheet.

Industry Tailwinds – Focus on sectors benefiting from regulatory changes and consumer trends.

Management Quality – Track record, capital allocation, promoter pledge.

Business Moat – Competitive advantages like brand strength and market share.

Pricing & Investment Requirements

Flexible Pricing & Premium Investment Plans

Equentis Multi-Cap PMS: Indictive Portfolio Composition

Minimum Investment : ₹60 Lakhs
Fee Structure : Fixed and performance-based models tailored for investor flexibility.

Equentis Multi: Fees and Payment

Indicative fees, costs and expenses for clients availing the Portfolio Management Services through the Portfolio Manager

AUM Size	Option 1	Option 2
	(Only Fixed Free)	(Fixed Management Fees + Variable Performance Fees)
	Fixed Management Fees %	Fixed Fee %	variable Performance Fee %
60L - 99L	2.25	1.75	15% over 15% Hurdle Rate
100L - 199L	2.00	1.50	15% over 15% Hurdle Rate
200L +	1.75	1.25	15% over 15% Hurdle Rate

Early Exits

No Lock-ins, But Exit Load Applies

Equentis Multi: Exit Load Fees

Indicative fees, costs and expenses for clients availing the Portfolio Management Services through the Portfolio Manager

Audit Fees	At actuals
Exit Load and Charges:	Portfolio Manager may change exit load to the Client in the following manner:
	Year of Exit	Exit Load / Changes
		%
	In the 1st year of investment	Maximum of 3% of the amount redeemed
	In the 2nd year of investment	Maximum of 2% of the amount redeemed
	In the 3rd year of investment	Maximum of 1% of the amount redeemed
	After the period of 3 years from the date of investment	NILL