PORTFOLIO MANAGEMENT SERVICES
Welcome to EquiMinions, your trusted partner in financial success!
At EquiMinions, we offer tailored portfolio management solutions designed to help you grow and protect your wealth. Our approach is rooted in data-driven insights, disciplined risk management, and a commitment to aligning your investments with your financial goals.
From asset allocation to performance monitoring, we provide end-to-end service, ensuring your portfolio is optimized in today’s dynamic market.
- Tailored Investment Strategies
- Expert Management by Seasoned Professionals
- Insightful Data-Driven Analysis
- Ongoing Portfolio Monitoring
Why should you invest in PMS?
Focused Portfolio
Invest in high-potential companies for superior long-term gains.
Direct Ownership
Own shares in your Demat account, shielding your assets from market swings.
Corporate Gains
Enjoy dividends and corporate actions, enhancing your income.
Expert Oversight
Benefit from continuous monitoring by seasoned professionals to reduce risks and maximize returns.
Tailored Strategies
Achieve your financial goals with personalized strategies
Why Choose Us?
Your information is safe with us
Your security and trust are our top priorities. We're committed to protecting your information with the highest standards of security available.
PAST PERFORMANCE
OUR PMS VS BENCHMARK
PRODUCT DETAILS:
- Minimum Ticket Size: Rs.10,00,000
- Asset Allocation:
- Stock (80-90%) & Derivatives (Futures) (10-20%)
- Lock-in period: 1 Year
- Profit Withdrawal Option: Quarterly/ Semi-Annually/ Annually
- Risk Scale: Moderate
- Soft Hurdle Rate: 6.5%
- Incentive Fees: 25%
Our Process
At EquiMinions, our Portfolio Health Checkup is designed to give you a clear picture of your investments and ensure you’re on track to achieve your financial goals. Here’s how it works:
Payment for Portfolio Health Checkup
To initiate your Portfolio Health Checkup, please complete the payment of ₹999 to the following account:
- Account Name: Kapil Joshi
- Account Number: 5010050356245
- Bank Name: HDFC Bank
- IFSC Code: HDFC0000932
You can also make a quick payment using UPI.
Please use the following UPI ID:
UPI ID: thekapiljoshi.in-1@okaxis
Form Submission
After completing your payment, kindly fill out the Google Form with your details:
Google Form:
Upon receipt of both your payment and completed form, we will send you a confirmation email, which will include the Zoom details for your 1-on-1 consultation.
Initial Consultation
We begin with a 30-minute 1-on-1 Zoom conversation to understand your financial objectives, risk tolerance, and investment horizon.
Data Collection
We gather your Consolidated Account Statement (CAS), which provides a comprehensive overview of all your investment accounts in one place.
Performance Analysis
We analyze your investments, pinpointing underperformers and hidden risks. We ensure your asset allocation aligns with your goals and make recommendations for optimal adjustments.
Report Generation
Receive a detailed report with personalized strategies to boost your portfolio’s performance and mitigate risks.
FEE STRUCTURE
Take a look at out fee structure:
- Management Fee: 2% of AUM
- Incentive Fee: 25% of profits
RESEARCH PROCESS
Our research begins with an in-depth analysis of macroeconomic trends, sector dynamics, and global movements to identify both opportunities and risks crucial for optimizing your portfolio.
Using cutting-edge fundamental and technical scanners, we find out the high-momentum stocks with strong Fundamentals and Technical breakouts.
Technical Scans:
We scrutinize price trends, trading volumes, and market sentiment to identify optimal entry points. Our strategy includes precise execution with strict stop-losses and trailing techniques, optimizing returns within short-term momentum windows (2-4 weeks).
Fundamental Analysis:
Our analysts meticulously evaluate company fundamentals, management quality, growth potential, and financial health. This enables us to determine ideal entry points for long-term investments, aligning with sustained momentum strategies.
Our approach integrates rigorous risk management protocols, encompassing correct position sizing, strategic rebalancing, and hedging strategies during adverse market conditions.
We continuously review and adjust your investments to stay aligned with your goals and seize new opportunities.
Contact Details
For inquiries related to Portfolio Management Service (PMS) or to get started with
your investment journey, please reach out to us freely.
your investment journey, please reach out to us freely.
- equiminions@gmail.com
- +91 9599714183
Frequently Asked questions
Our PMS is primarily designed for High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs), typically requiring a minimum investment of Rs 10 lakhs.
Portfolios are built using a concentrated selection of high-potential companies, complemented by a mix of other assets such as bonds and mutual funds, all tailored to align with the investor’s specific objectives.
Yes, in our PMS, you can hold shares in your own Demat account, ensuring direct ownership and safeguarding your investments from market volatility.
Our PMS aims to achieve a net annual return of 25-30% (after accounting for short-term capital gains and our fees). However, actual returns may vary based on market conditions. Please note that past performance does not guarantee future results.
Clients receive quarterly performance reports and updates, along with ongoing communication regarding market trends and necessary portfolio adjustments.
Our fund managers employ a multi-faceted approach that includes selecting high-performance companies likely to outperform market indices. Strategies encompass growth investing, value investing, momentum-based strategies, and sector rotation, all designed to optimize portfolio performance according to prevailing market conditions.
Disclaimer
EquiMinions Financial Advisory Services
The information in this brochure is for general informational purposes only. While EquiMinions strives to ensure accuracy, we make no representations or warranties about the completeness, reliability, or suitability of the information provided. Investments in securities, commodities, and other financial instruments involve risks, including potential loss of principal. Past performance does not guarantee future results. This brochure does not constitute an offer to sell or solicit an offer to buy any securities or other financial instruments, nor does it provide investment, legal, or tax advice. Investors should seek independent advice from financial, legal, tax, and other professional advisors. EquiMinions is not liable for any loss or damage arising from the use of this brochure. We reserve the right to update or modify this disclaimer at any time without prior notice.
What Our Clients Say
Important Information
This material is intended for informational purposes only and provides insights into products and services offered by EquiMinions. Details about products, services, fees, and interest rates are subject to change based on applicable agreements and may vary by location. Please review all information carefully.
General Risks & Considerations
The views and strategies presented may not be suitable for everyone and come with risks. Investments can fluctuate, and past performance is not indicative of future results. Diversification does not guarantee profits or protect against losses. It’s essential to assess whether the services, products, or strategies discussed align with your individual needs and objectives.
Non-Reliance
Non-Reliance
While we believe the information provided is reliable, EquiMinions does not guarantee its accuracy or completeness and is not liable for any resulting losses or damages. The views and strategies expressed are based on current market conditions and may change without notice. This material should not be considered a research report or financial advice. Please consult your own tax, legal, and accounting advisors before making any financial decisions.
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