PMS -Elevate Your Wealth

Customized strategies, consistent growth

Equentis Special Opportunities PMS

Seizing Emerging Investment Trends

Equentis Special Opportunities PMS is designed for investors seeking high-growth opportunities with a short to medium-term horizon. It focuses on undervalued stocks with strong potential, aiming for higher alpha returns. Ideal for those with a high-risk appetite, it complements a diversified portfolio by capturing market inefficiencies and short-term opportunities.

Who is this PMS for?

Designed for Bold Investors Seeking High Growth

Investors with a high-risk tolerance

Those looking to capitalize on market opportunities

Focused on short-term wealth creation

Individuals with a diversified portfolio

Seeking higher alpha returns than traditional investments

Why Choose Special Opportunities PMS

Turning Market Shifts into Growth Opportunities

Short to Medium-Term Focus

Aims for capital appreciation over a 1-year+ investment horizon.

Invests in Small & Mid-Cap Stocks

Focuses on high-growth potential companies across sectors.

Bottom-Up Investment Approach

Identifies undervalued quality stocks through stringent stock selection.

Event-driven strategy

Captures market inefficiencies caused by turnaround stories, M&As, restructuring, spinoffs, corporate actions, and macro events.

High Churn Rate (30-40%)

Actively managed to seize short-term opportunities.

Diversified Portfolio

Holds 20-25 stocks, ensuring balanced risk exposure.

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