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Aequitas Investment Consultancy Pvt Ltd – Portfolio Management Services (PMS)

Aequitas is a specialist asset management firm concentrating on listed Indian small-cap equities. Our investment philosophy is centered on achieving long-term capital appreciation through our Portfolio Management Services (PMS) and Alternative Investment Fund (AIF) offerings. We are currently in the development phase of establishing our inaugural offshore fund domiciled in the Dubai International Financial Centre (DIFC).

AUM (₹ Cr)

4264.63

Clients

155

Strategies

2

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Aequitas Investment Consultancy Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
India Opportunities Product Small Cap 41.81% 45.37% 45.18% Feb 2013

Past performance is not indicative of future results. Returns are subject to market risks.

Alternative Investment Funds (AIF)

Aequitas Investment Consultancy Pvt Ltd Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

Equity Scheme I

Small Cap 2.21% 24.44% 35.21% Mar 2019

AIF investments carry market risks. Please read scheme documents carefully.

Portfolio Managers & Fund Management Team

Mr. Siddhartha Bhaiya

Managing Director and Fund Manager

Siddhartha Bhaiya serves as the Managing Director and Chief Investment Officer at Aequitas Investment Consulting Pvt. Ltd. He is recognized for his strategic acumen and distinctive investment philosophy, which emphasizes contrarian stock selection. With a distinguished career spanning over 25 years in equity research and fund management, Mr. Bhaiya has guided Aequitas to achieve a compound annual growth rate (CAGR) of 33% for over 12 years. His investment strategy is characterized by a rigorous focus on valuation, and his current endeavor centers on the East Asian markets.

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Regulatory Information

SEBI Registration: INP000004417

Registered Office: A-1003, The Capital Building, Behind ICICI Bank, BKC, Bandra (East), Mumbai 400051.

Disclaimer

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

The individuals or organizations featured have not endorsed or approved this content. Affluense AI does not act as a broker, distributor, intermediary, or investment advisor.

For official or regulatory matters, please refer to formal communication channels of the respective organization.

Last Updated: December 2025 · Published by Affluense AI (affluense.ai)