Prudent Equity Pvt Ltd – Portfolio Management Services (PMS)

Established in 2012, Prudent Equity operates as an asset management firm catering to family offices, high-net-worth individuals, and retail investors. Our team comprises certified professionals possessing diverse investment expertise and extensive experience. The Chief Investing Officer brings a distinguished track record of 27 years dedicated to full-time investment. Our investment philosophy is anchored in the conviction that rigorous and comprehensive research is instrumental in achieving superior investment outcomes. We selectively invest in securities that align with our stringent, proprietary investment parameters.

AUM (₹ Cr)

28.4

Clients

52

Strategies

2

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Prudent Equity Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Prudent Equity Growth Strategy Multi Cap & Flexi Cap -4.03% Jul 2024

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

Alternative Investment Funds (AIF)

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

ACE Fund

Multi Cap & Flexi Cap -11.10% 28.30% Dec 2022

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

Portfolio Managers & Fund Management Team

Mr Diwakar Rana

Fund Manager

Diwakar serves as the Fund Manager within Prudent Equity's Portfolio Management Services (PMS) division. His expertise is characterized by sharp financial insight and a demonstrated history of achieving sustained equity performance. He is recognized for his strategic methodology, comprehensive market understanding, proficiency in risk evaluation, and agile execution of investment decisions. Diwakar has established a strong track record of generating alpha.

Mr Siddharth Oberoi

Founder & CIO

Siddharth Oberoi, Founder and Chief Investment Officer (CIO) of Prudent Equity, has been a dedicated investment professional since 1996. His extensive market exposure identified a significant requirement for a dedicated platform to provide investment guidance and facilitate informed decision-making. Consequently, he established Prudent Equity in 2012. With a career spanning over 28 years, Mr. Oberoi demonstrates a distinguished history of effectively managing and expanding investor capital. His expertise is deeply rooted in the Indian capital markets and the wealth management sector. For the past 12 years, Prudent Equity, under his stewardship, has achieved a Compound Annual Growth Rate (CAGR) of 41% on public equity advisory for its clientele. Mr. Oberoi has consistently outperformed benchmark indices across all consecutive 3-year periods over his 28-year tenure.

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Regulatory Information

SEBI Registration: IN/AIF3/22-23/1139

Registered Office: Office 210-211, 2nd Floor, SS Plaza, Sector - 47, Gurgaon, Haryana -122018 India

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.

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