Passive-First Core
We prioritize Low-Cost Index Funds and ETFs to capture broad market returns. This eliminates "Fund Manager Risk" and ensures your portfolio tracks the benchmark with minimal deviation.
Explore Passive Strategy →About Amequity
I’m YOUR financial adviser — Anand Manish, registered with SEBI (Investment Advisor INA000021119).
Experience
My financial career began with trading in futures linked to LIBOR rates, Eurodollars, and currencies at US and European Exchanges. This gave me first-hand exposure to the dislocations and stresses in bond and currency markets during the 2008 global financial crisis. Later, I moved to the country’s premier retirement fund institution, the Employees’ Provident Fund Organisation (EPFO), Government of India, where I served for a decade in a regulatory and supervisory capacity. Alongside my professional journey, my personal investing approach also evolved and, by 2014, settled into disciplined portfolio investing across equities and bonds. I believe diversified equity, by its very nature, carries volatility. However, when approached with patience and discipline, it has historically served as an effective long-term hedge against inflation, with outcomes that often unfold unevenly rather than predictably.
Philosophy
Long-term, diversified equity exposure is a proven inflation hedge. We prefer rule-based conviction over tips or short-lived themes. Our custom portfolios are built from two inputs: your risk profile and the market conditions at the time of onboarding.
Amequity is conceptualized with the aim to unshackle You from financial mismanagement and enjoy your life, work and passion.
MF Selection Framework (MFAS)
Focusing on "Market Beta" through Low-Cost Indexing. All allocations are governed by your Investment Policy Statement (IPS).
Selection Criteria
- Cost Efficiency: We exclusively select Direct Plans with the lowest Total Expense Ratios (TER).
- Tracking Precision: Rigorous filtering for funds with the lowest tracking error and high AUM liquidity.
- Risk Metrics: Evaluation based on Rolling Returns and Standard Deviation relative to the index.
IPS-Driven Allocation
Allocations are strictly mapped to your Investment Policy Statement. We maintain a tax-aware, dynamic balance between Equity and Debt to ensure your portfolio stays within your risk "comfort zone."
Learn about IPS →PAS-Stock Selection Framework
Benchmarking NSE 500 / BSE 500. All portfolios are mathematically optimized and customized per client.
Core-Satellite Structure
A focused portfolio of ~20 stocks. We prioritize 10-15 Core holdings for stability, complemented by 5-10 Satellite stocks for alpha generation.
Request Constitution →Selection Criteria
- Quality: Low debt and high management integrity.
- Growth: Emerging products with long-term runways.
- Value: Growth captured at reasonable valuations.
Portfolio Optimization
constituents weightage are optimized as per return/volatility parameters. We maintain a low-churn, dynamic mix of equity and debt tailored to your risk profile.
Request Constitution →Ready for a conversation?
Schedule a free consultation — no obligations, just a clear plan.
Book a consult