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

Aequitas is a boutique asset management company specialized in listed small-cap Indian equities. We are focused on long term wealth creation with our products: PMS a& AIF We are in the process of setting up our first offshore fund from 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

Meet Siddhartha Bhaiya, the dynamic force behind Aequitas Investments. As the Managing Director and CIO at Aequitas Investment Consulting Pvt. Ltd., he's reshaping the world of finance with his sharp insights and contrarian stock-picking approach. With over 25 years of experience in Equity research and fund management, Siddhartha has propelled Aequitas to deliver jaw-dropping 33% CAGR returns over more than 12 years. With a deep focus on valuations, his latest venture focuses on the East Asian Markets.

Interested in Aequitas Investment Consultancy Pvt Ltd?

Get in touch with our investment advisors to learn more about Aequitas Investment Consultancy Pvt Ltd's portfolio management services and how they align with your investment goals.

Regulatory Information

SEBI Registration: INP000004417

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

Disclaimer

This profile is provided for general informational purposes only and is based on publicly available information, regulatory disclosures, and independent research. While reasonable care is taken, the content may not always reflect the latest 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)