info@aequitasindia.in
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 5300 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 33% CAGR since inception for our investors. Which means, INR 1 million invested with us in 2013, will be worth INR 28.5 million as of October 2024.
OUR EXPERTS
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.
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
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 treat all stakeholders equitably & justly.
In our conversations with existing & potential clients.
In communicating our decision-making process.
striving continuously to improve & improve.
USPs
#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.
Curated and customized portfolio for our PMS clients, picking fundamentally strong stocks at any given time, instead of following momentum or market narrative.
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.
NO DISTRIBUTOR POLICY.
We brag the fact that we have direct relationships with clients and never through distributors.
We are a leading investment firm with offices located in Mumbai, India & Dubai who specialize in listed equity market. Our clients comprise over a hundred UHNIs, family offices and global investors. With a net AUM of INR 53 bn., our 10-year CAGR of 27% (for PMS) has significantly outperformed the Nifty all along.
A-1003, The Capital Building, Behind ICICI Bank, BKC, Bandra -East, Mumbai -400051
info@aequitasindia.in
+91 72080 42953
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