Expert-managed portfolios tailored to your financial goals.
Concentrated bottom-up strategy with ~12–15 stocks demonstrating strong fundamentals and growth visibility.
Equentis PMS, led by Prateek Agrawal, offers strategies like Concentrated, Multi Cap, and Special Opportunities, combini... Equentis PMS, led by Prateek Agrawal, offers strategies like Concentrated, Multi Cap, and Special Opportunities, combining bottom-up research with focused and thematic investing approaches. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 0.63% | -0.51% | 1.14% |
| 3 Months | -4.14% | -3.8% | -0.34% |
| 6 Months | -1.98% | 3.36% | -5.34% |
| 1 Year | 15.16% | 15.07% | 0.09% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 2.24% | 7.72% | -5.48% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.98% | 0.63% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.04% | -0.51% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.06% | 1.14% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -- | 0% | 8.5% | 3.72% | 3.41% | 3.61% | -2.1% | -0.41% | -0.36% | 2.9% | -0.27% | -1.9% |
| Benchmark | -- | 0% | 6.31% | 3.48% | 1.92% | 3.37% | -2.77% | -1.21% | 0.77% | 4.62% | 1.92% | -0.28% |
| Alpha | -- | 0% | 2.19% | 0.24% | 1.49% | 0.24% | 0.67% | 0.8% | -1.13% | -1.72% | -2.19% | -1.62% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 18.2 | 20.4 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | -- | 0.2 | 0.6 | 0.6 | 1.8 | 3.4 | 5.9 | 9.3 | 10.6 | 14 | 15.5 | 17 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
