Aequitas is a SEBI registered Portfolio Management Service (PMS).
About the AMC
- Neerav Shah (co-founder) and Siddhartha Bhaiya (co-founder)
- Something about the key fund manager eg where they worked before and where they studied
- Currently, Aequitas has around INR 10 billion assets under management and is poised for exponential growth in the years to come.
- Aequitas has been one of the top-performing PMS’s in the country, delivering absolute returns of 622% to clients (37.77% CAGR since inception) as on 31st March 2019.
Investment Philosophy (for firm)
- Multi bagger approach
- Growth
- Contrarian
- Valuation
- Portfolio Construction
- Industry prospects
- Quality investments
- Concentrated holdings
- Long term outlook
- Catalyst
- Company Attributes
- Industry Leaders
- Low debt
- Management
- Valuations
- Creeping acquisition
- Cash flow
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