We focus on facts and fundamentals and ignore market narratives.
offshore fund: gift city
Offshore Fund in Indian listed equity
Aequitas Investments IFSC Pvt. Ltd. is a boutique investment firm set up in Gujarat International Financial Tec-City (GIFT). It is a wholly owned subsidiary of Aequitas Investment Consultancy Private Limited (AICPL India), which is based in Mumbai, India. Aequitas Investments is a pioneer in the equity investment funds industry, generating returns significantly better than the market indices and industry peers.
Our Offshore Fund – Aequitas India Trust is an open-ended structure, registered with International Financial Services Centre Authority (IFSCA). We are a USD-denominated fund focused exclusively on directly investing in the Indian stock market.
It is a long only Equity Fund providing investment opportunities for Professional Investors – Institutional Investors, Family Offices & UHNIs.
Aequitas group was founded in 2012 to break-free from the conventional ways of wealth generation for Investors.
Siddhartha Bhaiya, MD & CIO of Aequitas Investments, had 10 years+ experience in the AMC Industry prior to starting Aequitas.
The journey began with an AUM of $1.8 million in 2013, and 11 years later in 2024, Aequitas group’s AUM stands tall at $650 million and growing, built organically without any distributorship and empanelment.
Our Approach
Investment Philosopy
Our investment philosophy is simple, we walk the talk. We believe that savings doesn’t create wealth for you, investing in the right manner does and through a carefully planned strategy, we deliver what we promise.
Connect with us..
Just like our conviction in long term investment strategy, we carry firm believe in building long term relationships with our investors.
That's the reason we have inculcated a culture of 1-1 relationships to guide you along this journey, right from the beginning, from Day 1.
If you are interested, to know more about our offerings, fill in your details and our team will reach out to you at the earliest opportunity.
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Tax Saving: Through Aequitas’ offshore fund, investors enjoy the advantage of preferrential dividend taxation and indirect taxation of not having to pay 18% GST on the fee.
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Jurisdiction: GIFT is a free zone that is a neutral jurisdiction. A neutral jurisdiction refers to a geographic area or country that is not aligned with any group or alliance and is neutral in conflicts or disputes between other parties. This neutral position makes offshore funds a safe way to invest in Indian markets and reduces transaction costs.
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Pooled Resources: AIF is a pooled fund – which means that funds from all investors are pooled and invested as a whole. Each investor is allocated units after the cycle’s funds are mobilized. Due to its pooled structure, resources and efforts that are spent on the portfolio are enjoyed by all investors in a cycle.
Category III AIF (Alternative Investment Fund) offers multiple benefits, such as:
Growth Opportunities in India
We at Aequitas have addressed this query for global investors multiple times.
However, this time we thought to let Institutional Investors like Julius Baer, Goldman Sachs, Deutsche Bank and Bloomberg answer on our behalf
We at Aequitas, with 10yr+ experience & best in class research & returns will be happy to answer any of your queries.
Principal Officer, gift city
Subham Agarwal
After a successful kickstart to a career post-Chartered Accountancy course as an Investment Banker, Subham Agarwal went onto pursue his career in Equity Investment in the listed space.
Having worked at Edelweiss and Investec India for over 4 years, in 2019, Subham joined the investment team of Aequitas with a deep understanding of varied sectors and valuations. With his entrepreneurial stint as Founder of Prep CA, he is valued in the team for his fresh and rounded perspective on business challenges and processes. Naturally curious about history and political dynamics, he is an avid reader.
In 2022, Aequitas launched the Offshore fund for International investors looking to invest in the Indian equity markets, and Subham took up the critical role as the Co-Fund Manager of the offshore fund.
Subham's profound interest and awareness of global events along with his tactical shrewdness to navigate market tides make him the right choice subsequently to lead Aequitas' Offshore Fund, as the Principal Officer.
Aequitas AIF - FAQs
? Who can all invest?
The fund is an ideal vehicle for foreign investors (NRIs, FPIs, FIIs, etc.) to invest in the Indian markets.
? What asset class does the fund operate in?
Indian listed companies.
? What is the structure of the fund?
A private open-ended investment company incorporated in the GIFT city and registered as a category III AIF with the IFSCA.
? What is the Minimum Investment size?
$1 Million.
? What is the tax treatment in Aequitas Offshore fund – Aequitas India Trust?
Through Aequitas’ offshore fund, investors enjoy the advantage of preferential dividend taxation and also on indirect tax, by not having to pay 18% GST on the fee.
? Is there any lock-in period?
No, there is no lock-in period.
We encourage investors to have an investment horizon of 3-5 years to experience wealth compounding.
