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 11 years later in 2024, 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 31% CAGR since inception for our investors. Which means, INR 1 million invested with us in 2013, will be worth INR 25.7 million as of May' 2024.




Meet Our Experienced Team

  • 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.

  • 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.

  • We are Fair

    We treat all stakeholders equitably & justly.

  • We are Honest

    In our conversations with existing & potential clients.

  • We are Transparent

    In communicating our decision-making process.

  • We embrace Kaizen

    striving continuously to improve & improve.



Our Value Propositions that sets Aequitas apart

Top Performing Fund

#1 for 3Y returns - Asia Hedge Funds, Nov’23 || Barclay Hedge
#Top performer, H2’23 returns - APAC Hedge Funds, Q3’23 || Preqin
Consistently generating outsized returns across all 3 products.

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

We brag the fact that we have direct relationships with clients and never through distributors.

Aequitas: What's Trending



How to invest in Volatile markets.



Teach Your Children How To Save and Invest



Meet India’s Warren Buffet in Offing