We use cookies for analytics and ads to improve your experience. You can accept or decline. See our Privacy Policy.
Equity Intelligence (EQ PMS) offers a focused Portfolio Management Service where a unique portfolio of typically 10–12 stocks is curated for each client based on the timing and quantum of their investments. Unlike the common industry practice of proportionally allocating model portfolio shares irrespective of price, EQ follows a proprietary daily model portfolio approach that is price conscious and aims to mitigate the risk of overpaying for any stock. The investment objective is long-term capital appreciation through disciplined equity investing. Investment decisions are driven by a long-term, bottom-up approach rooted in classical value investing principles, while selectively incorporating growth, momentum, or event-driven strategies where appropriate. Investments are made exclusively in listed Indian equities, with a predominant focus on small and mid-cap stocks where value opportunities are identified. The Nifty 50 serves as the comparable benchmark, and investee companies are continuously monitored with periodic validation of the original investment thesis.
No insights published yet.
5th Floor, Areekal Mansion, Manorama Junction, Main Avenue, Panampilly Nagar, Kochi, India - 682036
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Read Equity Intelligence India's story and investment philosophy on the firm page.
View Equity Intelligence India