Amplify Your Returns

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Invest in High-Growth Indian Equities

Aequitas Investment is a SEBI-registered Portfolio Management Services (PMS) provider specializing in high-growth small and mid-cap equities in India. With a proven track record of 32% CAGR since 2013, we help investors capture the immense potential of India’s rapidly growing economy.

Leading Emerging Market Funds: Indian Equity Market

Among the best emerging market funds, Aequitas has demonstrated robust growth and consistently outperformed Indian equity markets by delivering a 32% CAGR over 12 years.

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Our Forte: Indian Equity Markets

Aequitas specializes in contrarian investing, leveraging in-house research to identify opportunities in Indian equities and emerging markets. By focusing on undervalued stocks and overlooked sectors, our funds navigate the complexities of the Indian equity market, offering clients a distinctive approach to high-potential investments.

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Compound your returns with our
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Multibagger Strategy

Aequitas’ investment approach combines growth and value investing to navigate the Indian equity market and emerging markets. By focusing on undervalued stocks with high growth potential, Aequitas targets opportunities in emerging markets that promise long-term, multi-bagger returns.

Who Should Invest With Us?

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Siddhartha Bhaiya, Managing Director and Chief Investment Officer at Aequitas India
Siddhartha

Our founder

Siddhartha Bhaiya

Siddhartha Bhaiya is the Managing Director and Chief Investment Officer at Aequitas.

He is a qualified CA and the driving force behind Aequitas with more than 20 years of experience into Equity Research and Equity Fund Management. He has been instrumental in taking Aequitas from a start-up to one of the consistently best performance track-record in the industry. He believes in generating outsized returns by investing in small cap undiscovered companies. With exposure across all market capitalization companies, he is a specialist in bottom-up stock selection – the Multibagger approach.

Explore Our Multibaggers: Indian Equity Markets

Over the years, many of our portfolio companies have not only achieved remarkable growth but have also turned into multibaggers in the Indian equity markets, delivering outsized returns to stakeholders. Here are some standout examples from emerging markets.

  • Apar Industries Ltd
  • Avanti Feeds Limited
  • GAEL
  • JSL
  • PowerMech

Apar Industries Ltd

Apar Industries Ltd. is a leading Indian conglomerate, specializing in the production of conductors, transformer oils, and power and telecom cables.

  • Multibagger quotient: 37x

APAR Industries' 37X return with the best PMS in India highlights expert portfolio management services in India.

Avanti Feeds Limited

Avanti Feeds Ltd. is a prominent Indian aquaculture company that specializes in shrimp and prawn processing. It is known for its quality seafood products and has a significant presence in the global seafood industry.

  • Multibagger quotient: 120x

Avanti Feeds achieved 120X returns with top PMS in India offering expert portfolio management services in India.

GAEL

Gujarat Ambuja Exports Ltd. specializes in the export of agricultural products, including spices, seeds, and other food items, and is known for its international market presence and quality products.

  • Multibagger quotient: 27x

GAEL delivered 27X returns under the best PMS in India through leading portfolio management services in India.

JSL

Jindal Stainless Ltd. is one of India's largest stainless-steel manufacturers and a leading global player, renowned for its high-quality stainless-steel products.

  • Multibagger quotient: 12x

Jindal Stainless achieved 12X gains with top PMS in India offering high-performance portfolio management services in India.

PowerMech

Power Mech Projects Ltd. is a leading Indian infrastructure company specializing in the execution of power projects, industrial boilers, and balance of plant works.

  • Multibagger quotient: 9x

Power Mech Projects saw 9X returns through the best PMS in India offering reliable portfolio management services in India.

Our Approach

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Investment Philosophy : Emerging Markets

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.

Focus & Discipline

  • We focus on facts and fundamentals and ignore market narratives.

  • We do not chase momentum or hot stocks.

  • We do not indulge in derivatives or IPOs.

Multibagger Approach

  • Growth: The company must have above average growth potential for the next 3-5 years.

  • Contrarian: We do things differently, which is a must to identify Multibaggers.

  • Value: The valuation must be reasonable with a definite potential of re-rating soon.

Qualitative Analysis

  • Screeners: To analyze fundamental financial metrics

  • Research: We do our own primary research.

  • Portfolio Construction: Identify robust stocks, fit across all above parameters.

  • Ongoing research: Revisit the research timely to take informed decisions.

Portfolio Construction

  • We aim to construct a portfolio of around quality stocks that are fundamentally strong, with a focus on mid and small cap growth companies, with a horizon of 3-5 years in mind.

Why Small caps

  • Have outperformed large caps through upcycles.

  • Many large companies started as mid/ small caps.

  • ‘Riskier than large caps’ is a myth.

Selection Criterion

  • Industry Leaders

  • Low Debt

  • Good Management

  • Valuations

  • Creeping Acquisition/ Buy Backs

  • Cash Flow

Risks

  • Risk equates to what Ben Graham called a “permanent loss of capital”.

  • There are 3 risks that we particularly focus on:

    • Valuation Risk
    • Earnings Risk
    • Balance Sheet Risk

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Our Experts Today

Key Benefits of Investing in AIFs

Portfolio Diversification

Alternative Investment Funds (AIFs) in India provide access to private equity, venture capital, hedge funds, and real estate, reducing reliance on traditional stocks and bonds.

Professional Fund Management

AIF are managed by expert alternative investment fund managers who use data-driven strategies to optimize returns and mitigate risks.

Higher Return Potential

The best AIF funds in India invest in high-growth sectors, pre-IPO companies, and innovative industries, offering superior long-term returns.

Exclusive Investment Opportunities

Top AIFs in India allow access to pre-IPO placements, distressed assets, and high-value private market investments, often unavailable in traditional markets.

Tax Efficiency & Strategic Flexibility

AIF funds in India offer pass-through taxation (Category I & II), no dividend distribution tax (DDT), and tailored investment strategies based on risk appetite and financial goals.

Ideal for Sophisticated Investors

Designed for HNI & institutional investors, AIFs cater to those with higher risk tolerance and long-term wealth creation objectives.

Portfolio Diversification

Alternative Investment Funds (AIFs) in India provide access to private equity, venture capital, hedge funds, and real estate, reducing reliance on traditional stocks and bonds.

Professional Fund Management

AIF are managed by expert alternative investment fund managers who use data-driven strategies to optimize returns and mitigate risks.

Higher Return Potential

The best AIF funds in India invest in high-growth sectors, pre-IPO companies, and innovative industries, offering superior long-term returns.

Exclusive Investment Opportunities

Top AIFs in India allow access to pre-IPO placements, distressed assets, and high-value private market investments, often unavailable in traditional markets.

Tax Efficiency & Strategic Flexibility

AIF funds in India offer pass-through taxation (Category I & II), no dividend distribution tax (DDT), and tailored investment strategies based on risk appetite and financial goals.

Ideal for Sophisticated Investors

Designed for HNI & institutional investors, AIFs cater to those with higher risk tolerance and long-term wealth creation objectives.

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