Information only. Not advice, not a marketplace.
779 clients · 68 months · INP000005777
As of Aug_2026
CAGR is Not reported below 12 filed months. Age is months with 1M returns, not calendar age. Missing AUM is unfiled in SEBI Table B, not a site bug.
| About the PMS | Details |
|---|---|
| Registration No. | INP000005777 |
| Date of Registration | 2017-07-28 |
| Registered since | 9 yr 2 mo |
| Principal Officer | Mr.Pawan Bharadia |
| Principal Officer Email | pawan@equitreecapital.com |
| Contact Number | 91-022-49055100 |
| Compliance Officer | Mr.Suneet Kabra |
| Compliance Email | pawan@equitreecapital.com |
| Address | M-4, President Plaza,Nr. Krushi Mangal Hall, Ring Road,SURAT, GUJARAT,INDIA,395002 |
| Age | 68 months |
Clients
AUM (cr)
Strategies
Open a strategy, then add up to four to Compare.
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Showing 1 of 1 strategies
Trailing return from filed months
- 1Y
- -2.43%
- 3Y
- 18.93%
- 5Y
- 21.64%
AUM (cr)
EQUITREE CAPITAL ADVISORS Private Limited performance FAQ
How we show this firm's returns and risk on Know Your PMS.
- How has EQUITREE CAPITAL ADVISORS Private Limited performed?
- EQUITREE CAPITAL ADVISORS Private Limited PMS performance on Know Your PMS is shown as standardized strategy scorecards from SEBI month-end TWRR filings — CAGR, max drawdown, and risk-adjusted metrics when enough months are reported (latest filing month Aug_2026). Learn more
- Where do EQUITREE CAPITAL ADVISORS Private Limited returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings for listed strategies. We do not invent zeros for unfiled months. Learn more
- How many EQUITREE CAPITAL ADVISORS Private Limited strategies are listed?
- 1 strategy is currently listed. Open each strategy scorecard for CAGR, drawdown, and track-record detail. Learn more
- How do I re-underwrite a held or pitched EQUITREE CAPITAL ADVISORS Private Limited PMS?
- Open a strategy scorecard and read as-of plus track length first. CAGR needs at least 12 filed months. Add 2–4 strategies to Compare on the same as-of, then export an advisor pack. Know Your PMS is research-only. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Learn more