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
Company Details
- Employees
- 18
- Founded
- -
- Address
- Senapati Bapat Marg, Tree Building Raghuvanshi Mills Lower Parel Mumbai,india
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- http://www.equitreecapital.com
- Keywords
- Investment Management, Portfolio Management, Small Cap Investing, Wealth Creation, Risk Management, Private Equity Approach.
- HQ
- Mumbai, Maharashtra
Equitree Capital Questions
Equitree Capital's website is http://www.equitreecapital.com
Equitree Capital's LinkedIn profile is https://in.linkedin.com/company/equitree-capital
Equitree Capital has
18 employees.
View email and phone details for 18
employees at Equitree Capital.
Equitree Capital's industry is
Investment Management
Equitree Capital's top competitors are
Stallion Asset,
Sageone Investment Managers,
Carnelian Asset Management And Advisors Pvt Ltd,
Abakkus Asset Manager Private Limited,
Aequitas Investments,
Green Lantern Capital Llp,
Invasset,
Ambit Private Limited,
Samvitti Capital Private Limited,
Nine Rivers Capital.
Equitree Capital's categories are Investment Management
Equitree Capital's founding year is 2012
