Prudent Equity Pvt Ltd – Portfolio Management Services (PMS)

Prudent Equity is an asset management company that has been serving family offices, HNIs and retail investors since 2012.Our professionally certified team brings with it expertise and experience from various investment backgrounds. Our Chief Investing Officer brings with him 27 years of full-time investing experience. We believe that an intensive & elaborate research effort can generate exceptional investment returns. We buy those securities that meet our strict proprietary investment criteria.

AUM (₹ Cr)

28.4

Clients

52

Strategies

2

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Prudent Equity Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Prudent Equity Growth Strategy Multi Cap & Flexi Cap -4.03% Jul 2024

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

Alternative Investment Funds (AIF)

Prudent Equity Pvt Ltd Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

ACE Fund

Multi Cap & Flexi Cap -11.10% 28.30% Dec 2022

AIF investments carry market risks. Please read scheme documents carefully.

Portfolio Managers & Fund Management Team

Mr Diwakar Rana

Fund Manager

Diwakar is the fund manager at Prudent Equity PMS division. He brings with him astute financial acumen and a track record of consistent equity returns. He is known for his strategic approach, market knowledge, risk assessment, and nimble decision making. He has a reputation for generating alpha.

Mr Siddharth Oberoi

Founder & CIO

Siddharth Oberoi is the Founder and Chief Investment Officer (CIO) of Prudent Equity. Siddharth has been a full-time investor since 1996. After gaining extensive experience, Siddharth realized the critical need of having a platform that can fulfil the need and guide people on where and how to invest. This, in turn, led him to establish Prudent Equity in 2012.With over 28 years of experience, Siddharth has a proven track record of leading, managing, and growing investor’s capital. He possesses extensive experience in the Indian capital markets and wealth management industry. Over the last 12 years advising on public equities, under his guidance, Prudent Equity has been able to deliver 41% CAGR returns for its clients. Siddharth has been able to beat the benchmark over each 3-year period since the last 28 years.

Interested in Prudent Equity Pvt Ltd?

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

Regulatory Information

SEBI Registration: IN/AIF3/22-23/1139

Registered Office: Office 210-211, 2nd Floor, SS Plaza, Sector - 47, Gurgaon, Haryana -122018 India

Disclaimer

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