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EQUENTIS CONCENTRATED PORTFOLIO
Equentis Wealth Advisory Services Limited
21.80 CR AUM
EQUENTIS CONCENTRATED PORTFOLIO
Equentis Wealth Advisory Services Limited
21.80 CR AUM
Nifty 50 TRI
Benchmark
1yr 3mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty 50 TRI
Benchmark
1yr 3mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
parvati rai
Fund Manager
EQUITYStrategies
Mrs. Parvati Rai, Principal Officer & Fund Manager, as Vice President of Research at Equentis Wealth Advisory Services Limited has 18+ years of experience in financial research, investment research, and strategy consulting. Her expertise includes equity research, valuations, portfolio creation, and client engagement. She previously worked with KR Choksey, Roc Search, The Smart Cube, UTI Securities, BOE Research, and Anand Rathi Securities. She is responsible for project management, client engagement, and developing expansion strategies.
Purpose
The objective of the Strategy is to invest in equity and equity related instruments to generate capital appreciation over 5-10 years' time frame. The Strategy will invest across all sectors and market capitalization stocks by adopting a sector and a market cap agnostic approach.
Investment Approach v/s Benchmark Metrics
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1M IA return
10.06%
1M benchmark return
7.49%
Alpha
2.57%
1M Wealth multiple
1.10x
Investment Approach v/s Benchmark Performance
2026
2026
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Login to see the live performance and return
Wealth Creation Calculator
1M IA return
10.06%
1M benchmark return
7.49%
Alpha
2.57%
1M Wealth multiple
1.10x
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