Book A Meeting +91 95616 10108 WhatsApp Us

Fund Snapshot

Invest Now

By submitting the form you authorize AIF & PMS Experts India to call or email you.

About Fund Manager

 width=

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.

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

Fund Overview

No related products found.

Uncover Your Investment Potential with Process-Driven Insights

Our platform is designed to match you with the right AIF and PMS products based on a comprehensive understanding of your risk tolerance, investment horizon, and financial goals. By completing our risk profiler, you'll enable us to recommend investment strategies that align with your objectives. Start your journey towards informed investment decisions and explore the strategies best suited to your financial aspirations.e got you covered.

Call WhatsApp