What EquiPoise Capital Management Pvt. Ltd. does

EquiPoise Capital Management Pvt. Ltd. is a SEBI-registered Portfolio Manager headquartered at Bandra Kurla Complex in Mumbai, founded on September 2, 2019 by Ashish Wakankar, a capital markets professional with approximately 30 years of experience across Deutsche Asset Management, Kotak, SBI Funds Management, and Tata Asset Management. The firm offers three discretionary equity portfolio strategies focused on India-listed public equities: EquiPoise Emerging Stars (predominantly mid and small cap), EquiPoise New India Opportunities (predominantly large and mid cap), and EquiPoise India Select (select mutual funds), alongside offshore advisory and research services. Its target customer base spans offshore investors, offshore funds, domestic institutions, corporates, family offices, and high net worth individuals, leveraging the founder's prior distribution across Luxembourg, Japan, Hong Kong, Singapore, Australia, and the USA.

The business is operated by an 8-person team with a 5-member board and is structurally founder-led: investor relationships are managed directly by the principal, and no institutional sales force is disclosed. Operational infrastructure is outsourced, with ICICI Bank appointed as professional custodian providing custody, fund accounting, and a client portal, and a SEBI-mandated verified UPI ID (equipoise.pms@validicici) used for PMS payments. The technology stack is limited to standard PMS compliance and custodian integration; no proprietary trading, analytics, or AI/ML platforms are disclosed. The firm also operates a thought-leadership content engine via the EquiViews 'Faith & Patience' monthly newsletter (published 2020-2026), a separate Weekly Review series, and regular media appearances on Republic TV, NDTV Marathi, and Times Now.

Revenue is generated through subscription-style portfolio management fees on AUM and professional services fees for offshore advisory and research; specific fee schedules, AUM, revenue figures, and pricing tiers are not publicly disclosed. The firm is privately held, has no parent entity, no disclosed institutional or PE/VC backing, and no subsidiaries, with SEBI registration (INP000008756, perpetual from June 26, 2024) serving as the primary regulatory license underpinning the business.

Name

EquiPoise Capital Management Pvt. Ltd.

Legal name

EquiPoise Capital Management Private Limited

Website

https://equipoise.in

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

SEBI-registered Mumbai-based portfolio manager offering three discretionary equity strategies (mid/small cap, large/mid cap, mutual funds) and offshore advisory for India-listed equities, serving offshore investors, institutions, family offices, and HNIs through a founder-led, 8-person team.

Ownership category

akta.pro rank

Product category

Portfolio Management Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Emerging Markets Equity (Active) (FSAAAIAF)

akta.pro secondary industries

Large-Cap Equity (Active) (FSAAAIAA), Mid-Cap Equity (Active) (FSAAAIAB), Small-Cap Equity (Active) (FSAAAIAC)

Keywords

• Portfolio management services
• Equity asset management
• Offshore investment advisory
• Wealth management services
• Investment research services

Headquarters

HQ city

Mumbai

HQ country

India

HQ region

Asia

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Others, Technology or R&D, Marketing or Sales

Revenue model

1. Portfolio Management Services: Fees charged for managing investment portfolios for high net worth individuals, institutions, family offices, and offshore investors. The company offers three portfolio strategies: EquiPoise Emerging Stars (mid and small cap stocks), EquiPoise New India Opportunities (large and mid cap stocks), and EquiPoise India Select (Select Mutual Funds).
2. Advisory and Research Services: Advisory and research services for offshore advisory and investment advisory.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels4 records

Core offering

EquiPoise Capital Management is a SEBI-registered Portfolio Manager providing discretionary portfolio management services focused on India-listed public equities. The firm runs three distinct strategies (EquiPoise Emerging Stars for mid/small-cap, EquiPoise New India Opportunities for large/mid-cap, and EquiPoise India Select for mutual funds) and additionally offers offshore advisory and investment research services to overseas investors and funds.

Product overview

EquiPoise Capital Management Pvt. Ltd. is a SEBI registered Portfolio Manager offering a unified platform of investment services focused on India-listed public equities. The company provides three distinct portfolio strategies: EquiPoise Emerging Stars (mid and small cap stocks), EquiPoise New India Opportunities (large and mid cap stocks), and EquiPoise India Select (select mutual funds). These are complemented by offshore advisory and research services targeting offshore investors, offshore funds, domestic institutions, corporates, family offices, HNIs and individuals. The company also publishes EquiViews (Faith & Patience) monthly newsletters and historical EquiPoise Weekly Review reports as market perspective content.

Differentiator

Problem solved

Functional benefit

Brands

• EquiPoise Emerging Stars: A portfolio of predominantly mid and small cap stocks.
• EquiPoise New India Opportunities
• EquiPoise India Select
• EquiViews

Products and services

• EquiPoise Emerging Stars Discretionary portfolio management strategy focused on mid-cap and small-cap stocks listed on Indian public equity markets, designed for investors seeking concentrated exposure to emerging companies.
• EquiPoise New India Opportunities Discretionary portfolio management strategy focused on large-cap and mid-cap companies participating in India's growth opportunities, intended for investors seeking broader market exposure.
• EquiPoise India Select Multi-asset portfolio management strategy investing in Indian mutual funds, intended for clients seeking diversified fund-of-funds exposure to Indian markets.
• Offshore Advisory Services Non-binding investment advisory services to offshore investors and offshore funds seeking exposure to India-listed equities, leveraging firm research and market access.
• Investment Research Services Fundamental equity research and investment support services covering India-listed companies, offered to institutional clients seeking external analytical input.

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• ASK Investment Managers: One of India's largest and oldest boutique portfolio management firms offering multi-cap equity strategies to HNIs and institutions; directly comparable as a SEBI-registered PMS competing for the same offshore and domestic HNI/family-office client base.
• Marcellus Investment Managers: Boutique India-focused PMS known for high-conviction, mostly large-cap equity portfolios; competes with EquiPoise's New India Opportunities strategy for similar institutional and HNI capital.
• Motilal Oswal Wealth Management (PMS): PMS arm of Motilal Oswal group offering active equity portfolio management to HNIs and family offices; comparable in strategy mix and target client segments, with deeper distribution muscle.

Emerging players

• PPFAS Mutual Fund (Parag Parikh Financial Advisory Services): Founder-led India AM with value-oriented equity strategies and growing HNI franchise; overlapping philosophy of founder-driven research and long-term wealth creation, comparable boutique positioning.

Broad incumbents

• Axis Asset Management: Large Indian AMC with PMS capabilities and multi-cap strategy coverage; comparable as a broad incumbent in active equity portfolio management.
• Kotak Mahindra Asset Management: Major Indian AMC with a PMS business; broad incumbent where the founder previously worked, with substantially greater scale and brand reach across Indian equity strategies.
• ICICI Prudential Asset Management: Top-three Indian AMC with PMS offering; broad incumbent competing for the same institutional and HNI client base, and a sister entity of EquiPoise's custodian partner ICICI Bank.
• HDFC Asset Management: India's largest AMC with PMS capabilities; sets the scale benchmark and competes for institutional and HNI mandates across large, mid, and small-cap strategies.
• Nippon Life India Asset Management: Large Indian AMC with active PMS offering; competes across Indian equity strategies and offshore investor segments with significantly greater scale.
• Sundaram Asset Management Company: Large, established Indian AM with a PMS offering alongside mutual funds; competes across multi-cap India equity strategies with a much larger AUM base and distribution footprint.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/EquiPoiseCap
• LinkedInlinkedin.com/company/equipoisecap

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about EquiPoise Capital Management Pvt. Ltd.