Equentis Wealth Advisory Services Limited

Equentis Wealth Advisory Services Limited

AUM (Cr.)

80.44

Clients

124

Inv. Approach

2

As On Date

14 November 2025

Equentis Wealth Advisory Services Limited (“Equentis”) is a financial services firm, incorporated in 2015, specializing in wealth management, portfolio advisory, and capital market solutions. The company offers research-driven Portfolio Advisory Services (PAS), Portfolio Management Services (PMS) and serves as an Investment Manager for Alternative Investment Funds. Leveraging technology and robust data analytics, Equentis focuses on fundamentally driven equity strategies to enable long-term wealth creation. The firm caters to a diverse clientele, including retail investors, HNIs, and UHNIs, providing a sophisticated, goal-oriented, and disciplined investment approach.

PMS Investments

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr Return 2 Yr Return 3 Yr Return 5 Yr Return Inception Date
Equentis Multi Cap Portfolio Multi Cap & Flexi Cap NA NA NA NA Feb 2025
Equentis Concentrated Portfolio Mid Cap NA NA NA NA Feb 2025

* Returns are as on 31st October 2025, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

Portfolio Managers

Mrs Parvati Rai
Mrs Parvati Rai

Principal Officer & Fund Manager

Mrs. Parvati Rai, Principal Officer & Fund Manager at Equentis Wealth Advisory Services Limited, brings over 18 years of experience in financial research, investment strategy, and consulting. As the former Vice President of Research, her expertise spans equity research, valuations, portfolio construction, and client relationship management. She has previously held key roles at KR Choksey, Roc Search, The Smart Cube, UTI Securities, BOE Research, and Anand Rathi Securities. At Equentis, she oversees project management, client engagement, and strategic expansion initiatives, driving the firm’s growth and investment excellence.

AMC Reg. Address

Marathon Futurex, A-603 6th Floor, Mafatlal Mills Compound, N M Joshi Marg, Lower Parel East, Mumbai 400013 SEBI Reg No : INP000008969

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