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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.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
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.
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 Month | −3.5% | −6.0% | +2.5% |
| 3 Months | +1.8% | −4.9% | +6.7% |
| 6 Months | +18.2% | +2.1% | +16.1% |
| 1 Year | +3.4% | −7.1% | +10.5% |
|---|
| 2 Years | 0.0% | −5.3% | +5.3% |
|---|
| 3 Years (CAGR) | 0.0% | +6.1% | −6.1% |
|---|
| 4 Years (CAGR) | 0.0% | +8.5% | −8.5% |
|---|
| 5 Years (CAGR) | 0.0% | +6.4% | −6.4% |
|---|
| Since launch | +1.9% | +10.5% | −8.5% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 20-month window · Source: Computed from NAV history
Maximum drawdown: 17.0%
Equentis Wealth Advisory Services’s story and investment philosophy are on the Equentis Wealth Advisory Services firm page.
Manish Goel
Founder & Managing Director
Mr Manish Goel is the visionary Founder and Director of Equentis Wealth Advisory Ltd., an equity advisory firm dedicated to transforming the landscape of financial literacy and wealth creation in India. A qualified Company Secretary, Law Graduate, and Master of International Trade and Finance from the UK, Manish has carved a niche as a trusted advisor and thought leader in the industry. Having honed his expertise as a Finance Director across Europe and the UK, Manish identified a profound gap in financial literacy and investment opportunities upon returning to India. Driven by the belief that wealth creation through the stock market should not be the privilege of a select few but a democratic right accessible to all, he embarked on a mission to bridge this gap by setting up Equentis in 2009. Under his leadership, Equentis Wealth Advisory Ltd. has emerged as a beacon of hope for countless investors, providing them with the knowledge, tools, and strategies needed to navigate the complexities of the financial markets.
Jeetendra Nair
Director
Soniya Goel
Director
Sanjeev Anand
Director
Arun Handa
Co-Founder
Alok Arya
Chief Marketing Officer
Jaspreet Singh
Chief Investment Officer
Yukti Tulsyan
Senior Vice President - Technology
Nikita Choksi
Chief Financial Officer
Rakesh K
Chief Business Officer - PMS
Rakesh Gupta
Chief Operations & Compliance Officer
Sanjeev Jha
Head of Human Resources
Registration No
INP000008969
Fund Manager
Ms.Parvati Rai
Principal Officer
Ms.Parvati Rai
Inflow
₹0.00 Cr
Outflow
₹0.03 Cr
Net
₹-0.03 Cr
Not reported — complaint data for this strategy isn't available yet.
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