Equitree Capital

AIF & PMS Chatbot

Hello there!

Welcome to AIF & PMS Experts India Pvt. Ltd.

About Company

Equitree Capital are team of seasoned investors with over 80 years of cumulative experience. They are a long-term value investor capitalising on Compounding Effect & Tax Efficiencies. Equitree Capital has been one of the Top 10 PMS Since 2020 with an ROI of 80%. Equitree Capital focusses on small cap funds that are deep value & high growth potential. Capital Growth Fund has a portfolio hit rate of 85% rate.

Fund Snapshot

Parameters Equitree’s PMS
Investment Type Small Cap Listed Stocks
Ticket Size (INR) Minimum 1 Crore
Market Cap Range (INR) 300-4000 Cr (Average: ~1500 – Cr)
Holding Period Minimum 3-5 Years
Due Diligence Required Very High with limited information
Exit Option Available (no lock-in)
Portfolio Diversification 12-15 holdings
Expected Return (IRR) 20-25%
Stake Taken in Companies 0.5-4%
Liquidity Low liquidity stocks, high beta
Investment Risk High

Equitree Capital Investment Philosophy

Here is the investment philosophy of Equitree Capital,

Strategic Business Focus– Equitree Capital invests in businesses and target 25 %-30 % earnings Growth

Valuation Driven Investing– Equitree Capital invests in high growth businesses & uncover missed & hidden opportunities

Management Expertise– Equitree Capital invests in family run companies that have strong management team & leadership

Equitree Investment Process

Equitree follows a 5-step process for Equitree Investment Process;

  1. Idea Generation: Running quantitative screeners and networking with industry connects for innovative ideas.
  1. Deep Research: In-depth research covering business fundamentals, financial statement analysis, meetings with management, soft diligence on promoters’ background, plant visits
  1. Portfolio Construction: Start with a 2-3% position & increase on business execution. Diversify with 12-15 Stocks
  1. Continuous Monitoring: Regularly evaluating risk factors: valuation, changes in promoter holdings, exposure limits, liquidity, business and macro developments
  2. Exit Strategy: Reduce position when valuation is inflated or stock exceeds fundamentals to reinvest in better opportunities

Equitree Capital Private Equity Approach

Early Identification- Equitree Capital leverage industry screeners to identify promising investment opportunities prior any media coverage

Valuation Focus– Equitree Capital focuses over short term trends, minimising portfolio turnover

360 Degree Research– Equitree Capital does a thorough due diligence, including the on-ground
research of the business & continuously monitor the entire value chain

Long Term Approach– Equitree Capital makes high conviction bets in a concentrated portfolio

Proactive Value Enhancement– Equitree Capital provides strategic advice to portfolio management companies for long term value

Client Centric Focus- Equitree only charge performance fees on profits 3-5 years

Equitree Risk Management Framework

Informed Insights- Strong industry network for monitoring business developments and regular channel checks on business

Diversification- Maximum allocation: 10% in a single company, 25% in a single sector

Capital Preservation- Emphasizing downside protection over potential upside gains; staying within our circle of competence

Promoter Diligence- Deep assessment of promoters, including pedigree, reference checks, pledge evaluation and governance scrutiny

Staggered Investment Approach- Utilizing Rupee Cost Averaging to reduce volatility and strategically allocating cash for significant opportunities

About Fund Managers

Mr. Pawan Bharaddia: Co-Founder of Equitree Capital Growth Fund.

Mr. Pawan Bharaddia spearheads all the investment decisions at Equitree Capital. Mr. Pawan has over 25 years of investing experience in public & private markets & has played a major role in Private Equity Funds & Global Banks.

Mr. Ssuneet Kabra : Co-Founder of Equitree Capital Growth Fund.

Mr. Ssuneet oversees Business Development & Investor Relations at Equitree Capital. Mr. Ssuneet has an experience of over 25 years in financial advisory (Taxation, Auditing & Valuation). He also has a proven entrepreneurial track record across diverse sectors.

Book a call with our experts

For any queries, contact us on Mobile: +91 95616 10108, Landline: 020-48627339,Toll Free: 1800 210 1995, Email: [email protected]     Whatsapp-logo

Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.