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Equitree Capital Advisors Pvt Ltd – Portfolio Management Services (PMS)

Equitree Capital Advisors Private Limited: Equitree holds a valid certificate of registration with SEBI as a Portfolio Manager vide registration number INP000005777 to offer investment management, portfolio management, and advisory services to High Networth Individuals (HNIs), institutional clients, corporates and other permissible class of investors. It focusses on long term value creation. It invests in listed small and micro cap emerging businesses with bright prospects and strong management whose full potential is yet to realize in the market. We embrace responsible investing and provide clarity in a world of uncertainty. Oue complete alignment with investors interest ensures that we keep our investors ahead of tomorrow. Directors of Equitree have had a long standing successful investing career, investing in listed and unlisted Small and Mid sized companies in India across a diverse range of sectors

AUM (₹ Cr)

1122.99

Clients

545

Strategies

1

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Equitree Capital Advisors Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Emerging Opportunities Small Cap -11.70% 33.86% 34.53% Oct 2017

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

Portfolio Managers & Fund Management Team

Mr Pawan Bharaddia

Director

Mr. Pawan Bharadia: Pawan is the driving force of the company and spearheads all investments at Equitree. He has been an astute investor with over 25 years of successful investing experience across private & public markets. His calm and patient demeanor with a dogged attitude to detailing profoundly assists in identifying niche investment opportunities early on and taking long term bets. Prior to co-founding Equitree, he has held senior positions in private equity firms. In early part of his career, he has also worked with global organizations like Chase Manhattan Bank and ABN Amro Bank. Pawan is a qualified Chartered Accountant and a Bachelor of Commerce from Mumbai University and is based in Mumbai.

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Regulatory Information

SEBI Registration: INP000005777

Registered Office: M-4, President Plaza,Nr. Krushi Mangal Hall, Ring Road,SURAT,,GUJARAT,INDIA,395002

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