Portfolio Management Services (PMS);
- Direct on-boarding – Portfolio Management Services:
As per SEBI Circular dated February 13, 2020 on Guidelines for Portfolio Managers, clients have an option to be on-boarded directly by the Portfolio Manager without intermediation of persons engaged in distribution services. For more details, email us at pmssupport@equentis.com in or call us on +91 22 61013800. - Investor Charter
- Monthly Compliant Data
- Performance Report
- Disclosure Document