Aequitas Investment

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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