Equirus Wealth Pvt Ltd

AUM (Cr.)

458.15

Clients

370

Inv. Approach

As On Date

31 October 2025

Equirus Capital, founded in July 2007, began with a focus on M&A and Private Equity advisory and has since built a strong reputation for structuring and delivering transactions that align with client objectives. Over time, the firm expanded its offerings by launching Portfolio Management Services (PMS) in October 2016 and establishing Institutional Equities & Research in January 2010, with memberships in BSE and NSE and dedicated teams in Mumbai and Ahmedabad. Today, Equirus Capital is recognized for its expertise, market standing, and ability to provide comprehensive, client-focused investment solutions.

PMS Investments

PMS Investment Approach(s)		Returns
Investment Approach	Category	1 Yr Return	2 Yr Return	3 Yr Return	5 Yr Return	Inception Date
Long Horizon Fund	Small Cap	-5.74%	8.48%	15.73%	22.35%	Oct 2016
Core Equity	Multi Cap & Flexi Cap	-2.43%	8.36%	11.03%	NA	May 2022

* 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

AIF Investments

AIF Investment Approach(s)		Returns
Investment Approach	Category	1 Yr Return	2 Yr Return	3 Yr Return	5 Yr Return	Inception Date
Equirus InnovateX Fund	Venture Capital	0.00%	0.00%	0.00%	0.00%	Jan 2025

* All performance above are as on 31st October 2025, * Above 1 year returns are in CAGR*

Portfolio Managers

Mr. Ajit Deshmukh

Managing Partner & Fund Manager

With over 25 years of industry and leadership experience, he is the former founder of Wizarth Advisors, a boutique investment bank, and has also served as Technology Leader at Citigroup, bringing deep expertise in investment banking and technology-driven financial solutions.

Mr. Krishna Jha

Fund Manager

Seasoned investor with over 25 years of experience, he is the founder of the mobile internet company ITFinity, which was later acquired by OnMobile, an Infosys spin-off, highlighting his entrepreneurial and strategic expertise in technology and investments.

Mr. Sahil Shah

CIO & Fund Manager

He has 17 years of experience as an analyst and fund manager across Mutual Funds and Portfolio Management Services (PMS). Previously, he managed the Edelweiss Small Cap Fund (AUM ₹3,300 Cr) and served as co-fund manager for Edelweiss’s Midcap and Multicap funds, overseeing a combined AUM of ₹10,000 Cr. He has consistently delivered strong fund performance, earning a 4-star rating from Morningstar, including a 3-year PMS ranking. With deep expertise in small and mid-cap markets, he is a CFA (2006 batch) and holds a B.Com degree from Gujarat University (HLIC).

AMC Reg. Address

AMC Registered Address 13th Floor, A Wing, Marathon Futurex, N M Joshi Marg, Lower Parel, Mumbai - 400 013. SEBI Reg No.: INP000007076

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