EquiPoise Capital Management Pvt Ltd
EquiPoise Capital Management PMS is an emerging portfolio management offering in India that focuses on disciplined, research-driven equity investing for high-net-worth individuals (HNIs), family offices, and institutional clients. Established in 2019 and headquartered in Mumbai, the firm is a SEBI-registered portfolio manager that aims to deliver long-term wealth creation through carefully constructed, high-conviction portfolios.
At its core, EquiPoise follows a balanced investment philosophy—true to its name—by combining fundamental research, macroeconomic insights, and technical analysis to identify high-quality investment opportunities. The PMS is led by seasoned market professional Ashish Wakankar, who brings nearly three decades of experience across asset management, offshore funds, and portfolio strategy. This depth of expertise enables the firm to design portfolios that are both strategic and adaptive to changing market cycles.
EquiPoise Capital offers multiple investment strategies tailored to different market segments and investor risk profiles. Key offerings include “Emerging Stars,” focused on mid- and small-cap companies, and “New India Opportunities,” which targets large- and mid-cap stocks aligned with India’s structural growth story. These strategies typically follow a Growth at Reasonable Price (GARP) approach, aiming to capture companies with strong earnings potential without overpaying on valuations. The portfolios are usually concentrated, with around 30–40 stocks, and are designed for a medium- to long-term investment horizon of three to five years.
The PMS emphasizes thematic and forward-looking investing, identifying sectors and businesses that can benefit from India’s evolving economic landscape. By focusing on high-growth themes and maintaining a disciplined stock selection process, the firm seeks to generate alpha over benchmark indices. Its client base includes domestic and offshore investors, corporates, and global funds, reflecting its broader positioning as both a domestic and international investment advisor.
In terms of scale, EquiPoise Capital remains a boutique PMS player with a relatively modest asset base and a limited number of strategies. However, this smaller size allows for greater flexibility, agility in stock selection, and a more personalized approach to portfolio management. The minimum investment typically aligns with regulatory norms for PMS in India, making it suitable for sophisticated investors seeking customized equity exposure.
Overall, EquiPoise Capital Management PMS stands out for its balanced investment philosophy, experienced leadership, and focus on thematic, research-backed equity investing. While still growing in scale, it offers a differentiated, high-conviction approach that may appeal to investors looking for a boutique, actively managed PMS aligned with India’s long-term growth potential.