Equitree Capital

Founded in 2012 by Pawan Bharaddia and Ssuneet Kabra, Equitree Capital is a boutique SEBI-registered Portfolio Management Service (PMS) firm specializing in deep value investing. We focus on small and micro-cap listed companies with a private equity approach, carefully selecting 12-15 small-cap stocks with a 3-5 year investment horizon. Consistently among the top 15 of 850+ PMS strategies, we have achieved a 60% CAGR since 2020. In 2023, we achieved a 90% ROI as the only pure small-cap PMS to be ranked in the top 10 in India. Our Emerging Opportunities PMS strategy requires a minimum investment of INR 1 Crore. An investment of INR 1 Crore in April 2020 would be worth approximately INR 7 Crore by May 2024. With an 87% portfolio hit rate since 2012, Equitree has consistently delivered alpha and outperformance for HNIs and family offices seeking small-cap allocation and high CAGR growth. Reach out to us at info@equitreecapital.com to explore investment opportunities and discover how...