Market Update • March 2024
Banking Sector Outlook
Strong fundamentals support continued outperformance in private banks despite valuation concerns.
Read More →
Research-Driven Portfolio Management
Disciplined equity investing strategies focused on long-term wealth creation through rigorous research and risk management.
About
As an Equity PMS Manager, I specialize in disciplined equity investing through rigorous research and client-first approach.
With over a decade of experience in portfolio management, I focus on research-driven strategies that deliver consistent long-term wealth creation for my clients.
My approach combines fundamental analysis with risk management to build portfolios that weather market volatility while capturing growth opportunities.
₹500Cr+
Assets Managed
12+
Years Experience
500+
Happy Clients
Services
Comprehensive portfolio management solutions tailored to your investment goals and risk profile
Portfolio Management
Customized equity portfolios built on rigorous research and long-term value creation
- • Tailored investment strategies
- • Regular portfolio rebalancing
- • Risk-adjusted returns
Risk Management
Sophisticated risk controls to protect your capital while maximizing growth opportunities
- • Diversification strategies
- • Stop-loss mechanisms
- • Volatility management
Research & Insights
Market analysis and investment recommendations based on deep fundamental research
- • Monthly market reports
- • Sector analysis
- • Investment thesis updates
Our Investment Philosophy
1
Research-Driven Selection
Every stock is selected after thorough fundamental analysis of business models, financials, and growth prospects.
2
Risk-Adjusted Returns
We focus on generating superior risk-adjusted returns rather than chasing market benchmarks.
3
Long-Term Wealth Creation
Our strategy emphasizes sustainable wealth creation over short-term market movements.
Research & Insights
Market analysis and investment perspectives based on deep fundamental research
Investment Strategy • March 2024
Mid-Cap Advantage
Why mid-cap stocks offer the best risk-reward opportunity in current market conditions.
Read More →
Sector Analysis • March 2024
IT Services Revival
Digital transformation trends position IT services companies for strong earnings growth.
Read More →Our Research Process
Macro Analysis
Economic indicators, policy changes, and global trends
Sector Research
Industry dynamics, competitive positioning, growth drivers
Company Analysis
Financial statements, management quality, business model
Valuation Assessment
Multiple valuation methods, margin of safety, risk factors
Market Performance 2024
+18.4%
Portfolio returns vs Nifty +12.2%
Client Satisfaction
97%
Based on quarterly client feedback
Testimonials
Trusted by hundreds of clients to manage their wealth
-
RK
Rajesh Kumar
Business Owner
"Exceptional research quality and consistent performance. My portfolio has grown steadily over 5 years."
★★★★★ -
PS
Priya Sharma
IT Professional
"Transparent communication and personalized attention. Always available to discuss portfolio strategy."
★★★★★ -
AM
Amit Mehta
Doctor
"The research quality is outstanding. I've seen consistent returns even during market volatility."
★★★★★ -
SK
Seema Kapoor
Entrepreneur
"Professional approach with deep market insights. Highly recommend for serious investors."
★★★★★ -
VG
Vikram Gupta
CEO
"Best investment decision I made. Wealth has grown significantly with minimal risk."
★★★★★ -
NS
Neha Singh
Finance Professional
"The attention to detail and risk management is impressive. Very satisfied with returns."
★★★★★
-
RK
Rajesh Kumar
Business Owner
"Exceptional research quality and consistent performance. My portfolio has grown steadily over 5 years."
★★★★★ -
PS
Priya Sharma
IT Professional
"Transparent communication and personalized attention. Always available to discuss portfolio strategy."
★★★★★ -
AM
Amit Mehta
Doctor
"The research quality is outstanding. I've seen consistent returns even during market volatility."
★★★★★ -
SK
Seema Kapoor
Entrepreneur
"Professional approach with deep market insights. Highly recommend for serious investors."
★★★★★ -
VG
Vikram Gupta
CEO
"Best investment decision I made. Wealth has grown significantly with minimal risk."
★★★★★ -
NS
Neha Singh
Finance Professional
"The attention to detail and risk management is impressive. Very satisfied with returns."
★★★★★
Contact
Get in touch with our expert team for personalized portfolio management consultation
Get in Touch
Direct Contact
- Email: info@equitypms.com
- Phone: +91-98765-43210
- WhatsApp: +91-98765-43210
Office Hours
- Monday - Friday: 9:00 AM - 6:00 PM
- Saturday: 10:00 AM - 4:00 PM
- Sunday: Closed
Contact Form
