Equitree Capital

Equitree Capital is a SEBI-registered Portfolio Management Service (PMS) firm, founded in 2012 by Pawan Bharaddia and Ssuneet Kabra. We specialize in deep-value, small-cap investing with a private equity mindset. Our flagship strategy, Emerging Opportunities, focuses on 12–15 high-conviction listed businesses with scalable fundamentals, long growth runways, and attractive valuations. With a 5 year investment horizon and low portfolio churn, we aim to capture multi-year earnings compounding. We manage over wealth for 200+ HNIs and family offices, delivering a 52% CAGR over the past 5 years (as of March 2025). This performance significantly outpaces the BSE 500 TRI's 26% return over the same period. With an 87% portfolio hit rate across 12 years, Equitree offers a compelling approach to long-term wealth creation in India's small- and micro-cap public markets. www.equitreecapital.com | info@equitreecapital.com