Author : Rakshit Sinha & Shail Pillay The Secret Sauce for Multibagger returns: The Untold Story The Milestone On 3rd August 2023, our AIF – Aequitas Equity Scheme 1, reached a significant milestone of $100 Million AUM. While AUM building has
Author: Aditya Rathi SIDDHARTHA BHAIYA’S SPEECH AT CFA SOCIETY INDIA Siddhartha Bhaiya, a renowned figure in the world of stock market investing with a remarkable two-decade-long journey in the financial industry. With a proven track record of success and a wealth
Author : Jahnavi Dodai “Investing is a journey of self-discovery. It reveals your relationship with money, your tolerance for risk and your ability to stay disciplined in the face of uncertainty.” As Mr. Siddhartha Bhaiya took us through his journey of
Author : Aequitas A successful investing portfolio requires knowledge, experience, and time to build and manage. Portfolio management services (PMS) are an enticing option to individuals looking for professional assistance in managing their finances. If you are looking for PMS firms
Author : Pratiksha Daftari Last few years, uncertainty and unpredictability has loomed over us almost at all times with several factors affecting the market volatility. Be it Covid-19 or Russia-Ukraine war or risks of global slow down or inflationary pressures, the
Author : Aequitas On 10th March 2023, Silicon Valley Bank, the 16th largest bank in the USA collapsed, marking the largest bank failure since the 2008 financial crisis. Two days later, on 12th March 2023, Signature Bank closed and was taken
Author : Aequitas Monthly Update – February 2023 January 2023 – This month is very special for us from an Aequitas perspective – We have just turned 10 years old. This journey has been an incredible one where we have positioned
Author : Aequitas Aequitas Offshore Fund: Overview, Objective, Strategy, and Benefits Offshore Fund Overview Aequitas India Fund (OEIC) limited is a company established in the Dubai International Financial Centre (the “DIFC”) and registered as an open-ended investment company. The fund is
Author : Aequitas Aequitas Alternative Investment Fund: Review, Performance, Returns, Strategies, Risks, Benefits What is an AIF or Alternative Investment Fund? Alternative Investment Fund meaning or AIFs in India means any fund established or incorporated in India which is a privately
Author : Aequitas Our founders, Siddhartha Bhaiya and Neerav Shah started Aequitas in 2013. Between them, they have a combined experience of more than 40 years in the Portfolio Management Services or PMS space. As industry veterans, Siddhartha and Neerav understand
