Brand Story
Aequitas was founded in 2012 to break-free from the conventional ways of wealth generation for Investors. Siddhartha Bhaiya, MD & CIO of Aequitas Investment Consultancy, had 10 years+ experience in the AMC Industry prior to starting Aequitas. During this time, he noticed that every AMC around is in the race of building AUM and to achieve this disillusioned key performance indicator, they were taking the distributor route.
Having a contrarian mindset, Siddhartha believed in single mindedly focusing on generating returns for our Investors, and AUM will gradually build as a byproduct – and he surely was right. The journey began with an AUM of INR 10 Cr in 2013, and 10 years later in 2023, our AUM stands tall at INR 4700 Cr and growing, built organically without any distributorship and empanelment, purely through word of mouth. This further enabled us to have one-to-one relationship with all our investors – what we desired.
Aequitas is built on unshakeable principles & values – which has not changed till date, even a bit. We have a single investment philosophy at the core for all our products – the Multibagger approach, that has helped Aequitas generate CAGR of 37% over 10 years since Jan' 2013, for our investors. Which means, INR 1 million invested with us in 2013, will be worth INR 25.1 million by the end of 2023.
OUR EXPERTS
Meet Our Experienced Team
Managing Director & CIO
Siddhartha Bhaiya
CO-Fund Manager
Pratiksha Daftari
CO-Fund Manager
Subham Agarwal
CO-Fund Manager
Nishith Shah
Research Analyst
Riya Mehta
Research Analyst
Niharika Jain
Research Analyst
Aditya Rathi
Research Analyst
Jahnavi Dodai
Director Head of Compliance Operations
Neerav Shah
AVP Dealing
Amrit Gadhavi
Compliance Manager
Harshi Agarwal
Compliance Manager
Anant Anand
Compliance Manager
Priyanka Daga
Head of Business Development
Prithipal Singh
Market Head – GCC
Simran Gambhir
Business Development Manager
Shail Pillay
Business Development Manager
Neha Bharadia
Marketing Manager
Rakshit Sinha
Mangesh
Librarian & Operations Support
>>> Recognitions <<<
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Mission
Our mission is to unlock the true wealth growth potential of all the HNIs, UHNIs, Promoters, Family offices & willing investors, using the power of wealth compounding with focus on Multibaggers.
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Vision
Become a world-class $1 billion net-worth organization with a young, brilliant and passionate team, focused on delivering world-class returns to its niche clientele
Ways of Working
Business Values
Aequitas is committed to its business values, enabling us to conduct business in an ethical and responsible manner. These values guide our interactions with customers, employees, partners, and the broader community, creating an environment of mutual respect, trust, and integrity. Our values have guided us to achieve multiple milestones over the period and constantly look for improvements to achieve our vision.
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We are Fair
We treat all stakeholders equitably & justly.
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We are Honest
In our conversations with existing & potential clients.
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We are Transparent
In communicating our decision-making process.
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We embrace Kaizen
striving continuously to improve & improve.
USPs
Our Value Propositions that sets Aequitas apart
Top Performing Fund
Consistently generating outsized returns across all 3 products. CAGR: 37% over 10 years | Absolute Returns: 1870% | AUM at INR 35 bn.
Bespoke portfolios
Curated and customized portfolio for our PMS clients, picking fundamentally strong stocks at any given time, instead of following momentum or market narrative.
Multibagger approach
Strictly adhering to our investment philosophy based on 3 key pillars – Value, Growth and Contrarian, to identify stocks with potential to give Multibagger returns over the period.
1-to-1 Relationship
NO DISTRIBUTOR POLICY.
We brag the fact that we have direct relationships with clients and never through distributors.
OUR EXPERTS
Investment Philosopy
Our investment philosophy is simple, we walk the talk. We believe that savings doesn’t create wealth for
you, investing in the right manner does and through a carefully planned strategy, we deliver what we
promise.
Business
Why Small caps
Insurance
Selection Criterion
Business
Risks
Policies
Qualitative Analysis
Business
Portfolio Construction
Business
Multibagger Approach
Insurance
Focus & Professional Discipline
USPs
Timeline for our Milestones
Aequitas was founded by Siddhartha Bhaiya & Neerav Shah. Started with PMS, and AUM of INR 10 Cr. (can we also have a picture from 2013) AUM: INR 10 Cr.
2013
2016
Moved to the new office in the financial center of Mumbai, BKC. (can also have a picture) AUM: 300 Cr., CAGR: 16%
We launched our AIF, Aequitas Equity Scheme 1, for investors who want to start their journey with lower ticket size. AUM: 1500 Cr., CAGR: 24%
2019
2021
Business Development Team was established to drive customer relationship with stakeholders. AUM: 2500 Cr., CAGR: 28%
We started our new offshore fund based out of Dubai International Finance Centre (DIFC), to attract global investors. AUM: 3000 Cr., CAGR: 31%
Onboarded our 1st Institutional client.
2022
2023
Partnered with Kotak Alternate Assets Manager Ltd. as an independent advisor for investors.
Moved to our new office in BKC. The Capital building. AUM: 3500 Cr., CAGR: 37%
OUR EXPERTS
Meet our experienced
team people
Our Products
We are confident there is one for you!
Portfolio Management Services
Aequitas India Opportunity Product (our PMS) is an ingenious solution that is one of the leadingPMS in India with a consistent record over a period of 10+ years. The minimum ticket size for PMS is INR 10 Cr.
Alternative Investment Funds
The minimum ticket size is INR 3 Cr. Aequitas Equity Scheme 1 (our AIF) is a category 3 long only AIF with fortnightly subscription of mid-month and end of month.
Offshore Fund Under DIFC
The minimum ticket size for our offshore fund is $1 million. The fund is an ideal vehicle for foreign investors (NRIs, FPIs, FIIs, etc.) to invest in the Indian markets.
TESTIMONIALS
What our customers are
talking about
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Kunal Babani
Partner - Satguru Builders
‘Aequitas is very process-driven and true to its investment thesis and Siddhartha’s conviction and foresight to understand cycles are unparalleled. I saw this during the Covid panic, when I called to ask him about our NAV. He gave me a date 1 year down the line, and told me ours would be the best performing fund by then. Surprisingly, that’s exactly what happened.
Anirudh Malpani
Obstetrician - Gynecologist Mumbai
I am a long-term value investor and have been with Aequitas since their inception. My returns have been spectacular. Through these 8 years, I have enjoyed my relationship with Siddhartha as he is extremely enthusiastic and passionate about stocks. I absolutely trust him to invest my money the right way.
B L Chandak
Executive Director-RP Sanjiv Goenka Group
I have known and interacted with Siddhartha for nearly a decade, and I can definitely say that he is one of the best in identifying multi baggers both in small cap and mid cap space before anyone else in the markets and I feel he does that by investing in high quality companies and industry leaders.
Arpita Bhattad
Senior Product Manager, Amazon
Being a professional in a highly demanding job with a hectic lifestyle, I understand the value of allowing investment managers to manage my money. I have regularly invested with Aequitas and with my investments multiplying, I can finally start planning for my dream home.
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