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

Equitree Capital Advisors Private Limited is a SEBI-registered Portfolio Manager (Registration No. INP000005777), authorized to provide investment management, portfolio management, and advisory services. Our client base includes High Net Worth Individuals (HNIs), institutional investors, corporations, and other eligible investor categories. Our core strategy is centered on long-term value appreciation. We identify and invest in publicly traded small and micro-cap companies exhibiting strong growth potential and robust management teams, whose market valuation has not yet fully reflected their inherent capabilities. We are committed to responsible investment practices and aim to provide clear guidance in an evolving investment landscape. Our complete alignment with client interests ensures we proactively position our investors for future success. The directors of Equitree possess extensive experience and a proven track record in investing in both listed and unlisted small and mid-sized enterprises across a wide spectrum of industries within India.

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 serves as the principal investment strategist at Equitree, overseeing all investment initiatives. With over two and a half decades of experience in both private and public market investing, he possesses a proven track record of successful capital allocation. His systematic approach, characterized by meticulous attention to detail and a resolute focus, enables the early identification of distinctive investment prospects and the commitment to long-term strategies. Before his role in co-founding Equitree, Mr. Bharadia held significant leadership positions within private equity organizations. His early career included tenure at esteemed international financial institutions such as Chase Manhattan Bank and ABN Amro Bank. Mr. Bharadia is a Chartered Accountant and holds a Bachelor of Commerce degree from Mumbai University. He is presently 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

Disclaimer

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

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