info@aequitasindia.in
About Us
Brand Story
Aequitas was founded in 2012 to break-free from the conventional ways of wealth generation for Investors. Siddhartha Bhaiya, MD & CIO of Aequitas Investment Consultancy, had 10 years+ experience in the AMC Industry prior to starting Aequitas. During this time, he noticed that every AMC around is in the race of building AUM and to achieve this disillusioned key performance indicator, they were taking the distributor route.
Having a contrarian mindset, Siddhartha believed in single mindedly focusing on generating returns for our Investors, and AUM will gradually build as a byproduct – and he surely was right. The journey began with an AUM of INR 10 Cr in 2013, and 11 years later in 2024, our AUM stands tall at INR 4700 Cr and growing, built organically without any distributorship and empanelment, purely through word of mouth. This further enabled us to have one-to-one relationship with all our investors – what we desired.
Aequitas is built on unshakeable principles & values – which has not changed till date, even a bit. We have a single investment philosophy at the core for all our products – the Multibagger approach, that has helped Aequitas generate 31% CAGR since inception for our investors. Which means, INR 1 million invested with us in 2013, will be worth INR 25.7 million as of May' 2024.
OUR EXPERTS
Meet Our Experienced Team
Research & Investment
Growth Strategy
Compliance & Operations
Research & Investment
Managing Director & CIO
Siddhartha Bhaiya
CO-Fund Manager
Pratiksha Daftari
CO-Fund Manager
Subham Agarwal
CO-Fund Manager
Nishith Shah
Co-Fund Manager
Niharika Jain
Research Analyst
Riya Mehta
Research Analyst
Aditya Rathi
Research Analyst
Jahnavi Dodai
Growth Strategy
Head of Business Development
Prithipal Singh
Market Head – GCC
Simran Gambhir
Business Development Manager
Shail Pillay
Business Development Manager
Neha Bharadia
Marketing Manager
Rakshit Sinha
Compliance Manager
Priyanka Daga
Compliance & Operations
Director Head of Compliance Operations
Neerav Shah
AVP Dealing
Amrit Gadhavi
Compliance Manager
Harshi Agarwal
Compliance Manager
Anant Anand
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Mission
Our mission is to unlock the true wealth growth potential of all the HNIs, UHNIs, Promoters, Family offices & willing investors, using the power of wealth compounding with focus on Multibaggers.
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Vision
Become a world-class $1 billion net-worth organization with a young, brilliant and passionate team, focused on delivering world-class returns to its niche clientele
Ways of Working
Business Values
Aequitas is committed to its business values, enabling us to conduct business in an ethical and responsible manner. These values guide our interactions with customers, employees, partners, and the broader community, creating an environment of mutual respect, trust, and integrity. Our values have guided us to achieve multiple milestones over the period and constantly look for improvements to achieve our vision.
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We are Fair
We treat all stakeholders equitably & justly.
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We are Honest
In our conversations with existing & potential clients.
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We are Transparent
In communicating our decision-making process.
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We embrace Kaizen
striving continuously to improve & improve.
USPs
Our Value Propositions that sets Aequitas apart
Top Performing Fund
#1 for 3Y returns - Asia Hedge Funds, Nov’23 || Barclay Hedge #Top performer, H2’23 returns - APAC Hedge Funds, Q3’23 || Preqin Consistently generating outsized returns across all 3 products.
Bespoke portfolios
Curated and customized portfolio for our PMS clients, picking fundamentally strong stocks at any given time, instead of following momentum or market narrative.
Multibagger approach
Strictly adhering to our investment philosophy based on 3 key pillars – Value, Growth and Contrarian, to identify stocks with potential to give Multibagger returns over the period.
1-to-1 Relationship
NO DISTRIBUTOR POLICY.
We brag the fact that we have direct relationships with clients and never through distributors.
