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Equitree PMS (Portfolio Management Services) offers tailored investment solutions for High-Net-Worth Individuals (HNIs) and institutions seeking personalized portfolio management.

With a strong emphasis on research-backed value investing and leveraging its well-known QGLP (Quality, Growth, Longevity, and Price) investment philosophy, Equitree Portfolio Management aims to deliver long-term capital appreciation.

Clients benefit from customized portfolios that align with their unique financial goals, risk appetite, and liquidity needs.

Experienced fund managers, supported by robust research teams, actively manage these portfolios, offering expertise and market insights.

Unlike mutual funds, Equitree Portfolio Management Services offers direct ownership of securities in a segregated Demat account, providing transparency and control.

Equitree PMS - Business Summary

Total AUM

Rs.118.53 Cr.

Avg. 1 Year Return

17.39%

Active Clients

83

No. of Strategies

1

Minimum Investment

Rs.50 Lakh

Experience

6 Years

Compounded Annual Returns of Equitree Portfolio Management Services

1 Year

17.39%

Nifty 50 - 1 Year

9.02%

3 Year

31.74%

Nifty 50 - 3 Year

27.34%

5 Year

45.72%

Nifty 50 - 5 Year

22.60%

Equitree PMS Charges or Fees

Fixed Fees

No Fixed Fees

Variable AMC

2.00% of Fund Value

Variable Profit Sharing

20% (on all profits)

Exit Load 1st Year

2.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Equitree PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Equitree Emerging Opportunities PMS Strategy Rs.628.60 Cr. 17.39%

Top Fund Managers of Equitree Portfolio Management

#1

Mr. Pawan Bharaddia

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Investment Solutions offered by Equitree Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

1.1% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Not Allowed

Early Exit

Allowed

Early Exit Charges

2% within 1st Year

Support provided by Equitree Portfolio Management

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 5 Working days

Equitree PMS Dashboard or Backoffice Platform

Web Platform


Equitree Poirtfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Equitree PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Equitree Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000005777

Contact Person

Suneet Kabra

Email ID

pawan@equitreecapital.com

Telephone No.

022 4905 5100

Address

M-4, President Plaza, Nr. Krushi Mangal Hall, Ring Road, SURAT, GUJARAT, 395002

Starting Date

Jul 28, 2017

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