Aequitas Investment Consultancy Pvt Ltd
Aequitas Investment Consultancy Pvt. Ltd. is a Mumbai-based, SEBI-registered Portfolio Management Services (PMS) provider known for its high-conviction, research-driven investment approach. Founded in 2012, the firm has built a strong reputation in the Indian asset management space by focusing on long-term wealth creation through disciplined equity investing. It primarily caters to ultra-high-net-worth individuals (UHNIs), family offices, and institutional investors seeking differentiated portfolio strategies.
Aequitas follows a boutique investment model, specializing largely in small-cap and mid-cap equities where it believes significant alpha opportunities exist. The firm’s core philosophy revolves around identifying under-researched, high-quality companies with strong growth potential and attractive valuations. Its investment strategy is often described as contrarian, aiming to invest in businesses that are overlooked or undervalued by the broader market but have the potential to become future multibaggers.
The flagship PMS offering, often referred to as the “India Opportunities” strategy, focuses on concentrated portfolios built with a long-term horizon. Aequitas emphasizes patience, deep fundamental research, and conviction-based investing rather than short-term market timing. This approach has helped the firm deliver strong historical performance over the years, with reports indicating long-term returns in the range of 30%+ CAGR since inception, although such performance may vary depending on market conditions.
As of early 2026, Aequitas manages assets exceeding ₹4,800 crore, reflecting significant growth from its early years and demonstrating investor confidence in its strategy. The firm operates with a relatively focused set of PMS strategies, maintaining a concentrated and high-conviction portfolio structure rather than diversifying across numerous schemes.
Leadership plays a key role in Aequitas’ identity, with seasoned professionals bringing deep expertise in equity research and fund management. The firm promotes a process-driven investment framework backed by rigorous analysis, risk management, and continuous monitoring of portfolio companies. Its culture emphasizes integrity, transparency, and long-term alignment with client interests.
Overall, Aequitas Investment Consultancy Pvt. Ltd. PMS stands out as a high-conviction, boutique portfolio manager that prioritizes quality over scale. While its strategies may involve higher risk due to concentrated exposure to smaller companies, they also offer the potential for superior long-term returns, making it suitable for sophisticated investors with a high-risk appetite and a long investment horizon.