Portfolio Management

DISCLOSURE DOCUMENT

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INVESTOR CHARTER

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INVESTOR GRIEVANCE REDRESSAL

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FEE ILLUSTRATION

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EquiPoise Capital Management Private Limited is a SEBI registered Portfolio Manager offering portfolio management services, advisory and research services. We are focused on investments in India listed public equities for offshore investors, offshore funds, domestic institutions, corporates, family offices, HNIs and individuals.

Our portfolio strategies:

  1. EquiPoise Emerging Stars: a portfolio of predominantly mid and small cap stocks
  2. EquiPoise New India Opportunities: a portfolio of predominantly large and mid cap stocks
  3. EquiPoise India Select: a portfolio of Select Mutual Funds
  4. EquiPoise Income Strategy: a portfolio of Select Debt Funds

EquiPoise Capital Management Pvt. Ltd.

SEBI Portfolio Manager Reg. No.: INP000008756

CIN No.: U65990MH2019PTC326083

Investor Complaints Data for the Month Ending – June 2026

Investor complaints received, resolved, and pending for the month ending June 2026, categorised by source
Sr. No Received from Pending at the end of last month Received Resolved* Total Pending# Pending complaints > 3 months Average Resolution time^ (in days)
1 Directly from Investors 0 0 0 0 0 0
2 SEBI (SCORES) 0 0 0 0 0 0
3 Other Sources (if any) 0 0 0 0 0 0
Grand Total 0 0 0 0 0 0
^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month.

Trend of Monthly Disposal of Complaints

Month-wise summary of complaints carried forward, received, resolved, and pending from May 2025 to April 2026
Sr. No Month Carried forward from previous month Received Resolved* Pending#
1 July 2025 0 0 0 0
2 August 2025 0 0 0 0
3 September 2025 0 0 0 0
4 October 2025 0 0 0 0
5 November 2025 0 0 0 0
6 December 2025 0 0 0 0
7 January 2026 0 0 0 0
8 February 2026 0 0 0 0
9 March 2026 0 0 0 0
10 April 2026 0 0 0 0
11 May 2026 0 0 0 0
12 June 2026 0 0 0 0
*Inclusive of complaints of previous months resolved in the current month. #Inclusive of complaints pending as on the last day of the month.

Trend of Annual Disposal of Complaints

Year-wise summary of complaints carried forward, received, resolved, and pending from FY 2023–24 to FY 2025–26
Sr. No Year Carried forward from previous year Received Resolved** Pending##
1 2023–24 NA NA NA NA
2 2024–25 0 0 0 0
3 2025–26 0 0 0 0
** Inclusive of complaints of previous years resolved in the current year. ## Inclusive of complaints pending as on the last day of the year.

As per SEBI Circular (SEBI/HO/DEPA-II/DEPA-II_SRG/P/CIR/2025/86 dated June 11, 2025) on adoption of Standardised, Validated and Exclusive UPI IDs (@valid) for payment collection by SEBI-registered intermediaries, EquiPoise Capital is pleased to announce its verified and secure UPI ID for Portfolio Management Services (PMS) payments:

Key Information

EquiPoise Capital verified UPI ID and SEBI PMS registration details for PMS payments

Entity

EquiPoise Capital Management Private Limited

UPI ID

equipoise.pms@validicici

SEBI PMS Reg. No.

INP000008756

This facility is exclusively available to registered PMS clients, and the QR code has been shared with them via email.

You may also verify our UPI ID and registration using SEBI’s official SEBI Check feature: https://siportal.sebi.gov.in/intermediary/sebi-check

 

Distributor Details
Distributor Name and APRN IIFL Capital Services Limited – APRN02234
Distributor Address and Contact Details Hubtown Solaris, Office No.1, Ground Floor, N S Phadke Road, Andheri East, Mumbai 400069 Contact Person: Mr. Suvajit Ray Contact Number: 022-61086382 / 9930975229 Email id: suvajit.ray@iiflcapital.com / wealthops@iiflcapital.com
Date of Empanelment of the Distributor October 12, 2024