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 * About Us
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 * Thought Centre
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+971 56 8095767

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 * About Us
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 * News
 * Invest With Us

Invest With us
+971 56 8095767

Call Our Experts

 * About Us
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 * info@aequitasindia.in
 * +971 56 8095767


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SPEARHEADING
SMALL & MID CAPS

Decoding Multibaggers, Indian equity market

Click for FREE Consultation


SPEARHEADING
SMALL & MID CAPS

Decoding Multibaggers, Indian equity market

Click for FREE Consultation




SPEARHEADING
SMALL & MID CAPS

Decoding Multibaggers, Indian equity market

Click for FREE Consultation


SPEARHEADING
SMALL & MID CAPS

Decoding Multibaggers, Indian equity market

Click for FREE Consultation


ABOUT AEQUITAS
OFFSHORE FUND

Aequitas India Fund OEIC Ltd. is a DIFC registered, dollar denominated fund for
international investors investing in Indian markets. This Offshore Fund is
registered with the Dubai Financial Services Authority (DFSA) as an Exempt Fund
to manage collective investment funds with the Fund Manager as Aequitas
Investments (DIFC) Limited being duly regulated by DFSA.

Aequitas – Brand Story






Launched on 21st March’ 22, Aequitas Investments (DIFC) Ltd. is a wholly owned
subsidiary of Aequitas Investment Consultancy Pvt. Ltd. (AICPL), a Mumbai-based
boutique investment firm that specializes in generating outsized returns through
investing in small and mid-caps in Indian Equity market.

Aequitas group was founded in 2012 to break-free from the conventional ways of
wealth generation for Investors. Siddhartha Bhaiya, MD & CIO of Aequitas
Investment Consultancy, had 10 years+ experience in the AMC Industry prior to
starting Aequitas. During this time, he noticed that every AMC around is in the
race of building AUM and to achieve this disillusioned key performance
indicator, they were taking the distributor route. Having a contrarian mindset,
Siddhartha believed in single-mindedly focusing on generating returns for our
Investors, and AUM will gradually build as a byproduct – and he surely was
right.

The journey began with an AUM of $1.8 million in 2013, and 10 years later in
2023, Aequitas group’s AUM stands tall at $560 million and growing, built
organically without any distributorship and empanelment.



Our Approach





INVESTMENT PHILOSOPY

Our investment philosophy is simple, we walk the talk. We believe that savings
doesn’t create wealth for you, investing in the right manner does and through a
carefully planned strategy, we deliver what we promise.

FOCUS & DISCIPLINE

 * We focus on facts and fundamentals and ignore market narratives.

 * We do not chase momentum or hot stocks.

 * We do not indulge in derivatives or IPOs.

MULTIBAGGER APPROACH

 * Growth: The company must have above average growth potential for the next 3-5
   years.

 * Contrarian: We do things differently, which is a must to identify
   Multibaggers.

 * Value: The valuation must be reasonable with a definite potential of
   re-rating soon.

QUALITATIVE ANALYSIS

 * Screeners: To analyze fundamental financial metrics

 * Research: We do our own primary research.

 * Portfolio Construction: Identify 20 robust stocks, fit across all above
   parameters.

 * Ongoing research: Revisit the research timely to take informed decisions.

PORTFOLIO CONSTRUCTION

 * We aim to construct a portfolio of around 20 quality stocks that are
   fundamentally strong, with a focus on mid and small cap growth companies,
   with a horizon of 3-5 years in mind.

WHY SMALL CAPS

 * Have outperformed large caps through upcycles.

 * Many large companies started as mid/ small caps.

 * ‘Riskier than large caps’ is a myth.

SELECTION CRITERION

 * Industry Leaders

 * Low Debt

 * Good Management

 * Valuations

 * Creeping Acquisition/ Buy Backs

 * Cash Flow

RISKS

 * Risk equates to what Ben Graham called a “permanent loss of capital”.

 * There are 3 risks that we particularly focus on:
   
    * Valuation Risk
    * Earnings Risk
    * Balance Sheet Risk






BENEFITS OF INVESTING IN OFFSHORE FUND UNDER DIFC

 * Tax saving: Non-resident investors in the fund selling / redeeming their
   interest in the Fund and the consideration is received outside India, the
   gains arising from such sale/redemption should not be subject to tax in
   India. Further, through Aequitas’s offshore fund, investors enjoy the
   advantage of not having to pay 18% GST on the fee.

 * Jurisdiction: DIFC is a free zone that is a neutral jurisdiction. A neutral
   jurisdiction refers to a geographic area or country that is not aligned with
   any group or alliance and is neutral in conflicts or disputes between other
   parties. This neutral position makes offshore funds a safe way to invest in
   Indian markets and reduces transaction costs.

 * Ease of Process: India is one of the fastest growing markets in the world.
   But for investors based outside the country, the process of investing in
   India can become quite cumbersome and tedious. With Aequitas’s offshore funds
   international investors can invest without the hassle of converting their
   funds to INR.

 * Structural advantage: Since this is a fund structure, existing investors
   always benefit from fresh money flowing into the existing pool. This gives
   the offshore fund manager the freedom to invest in new ideas as per the
   correct market conditions. For the investors, even without topping up or
   putting in fresh money of their own, they can enjoy the advantages of fresh
   ideas being undertaken by the fund manager.

Act on those thoughts, click for FREE Consultation.


GROWTH OPPORTUNITIES IN INDIA

We at Aequitas have addressed this query for global investors multiple times.

However, this time we thought to let Institutional Investors like Julius Baer,
Goldman Sachs, Deutsche Bank and Bloomberg answer on our behalf.

We at Aequitas, with 10yr+ experience & best in class research & returns will be
happy to answer any of your queries.


Siddhartha

Our Founder


SIDDHARTHA BHAIYA



Siddhartha Bhaiya is the Managing Director and Chief Investment Officer at
Aequitas.

He is a qualified CA and the driving force behind Aequitas with more than 20
years of experience into Equity Research and Equity Fund Management. He has been
instrumental in taking Aequitas from a start-up to one of the consistently best
performance track-record in the industry. He believes in generating outsized
returns by investing in small cap undiscovered companies. With exposure across
all market capitalization companies, he is a specialist in bottom-up stock
selection – the Multibagger approach.

 * 
 * 

Global Fund Manager & SEO – DIFC


SUBHAM AGARWAL

 * 

 * 
 * 

Market Head – GCC


SIMRAN GAMBHIR

 * 

TESTIMONIALS





WHAT OUR INVESTORS ARE TALKING ABOUT


JAI KISHAN AWTANI

Partner, White Rose Trading Investor Since 2022

Been invested with Aequitas for a year and a half and Sid’s performance has been
nothing short of phenomenal. What sold us was his passion for stocks and his
investment philosophy. Master of value investing!! Keep up the great performance
team Aequitas!


SOLY MATHEW

Deputy GM, Gulf Bank Investor Since 2022

The portfolio is managed by professionals under the leadership of Siddhartha and
the performance has been superb, beating the market index each month since I
invested! Absolutely satisfied with their service throughout my investment
period.


JAI KISHAN AWTANI

Partner, White Rose Trading Investor Since 2022

Been invested with Aequitas for a year and a half and Sid’s performance has been
nothing short of phenomenal. What sold us was his passion for stocks and his
investment philosophy. Master of value investing!! Keep up the great performance
team Aequitas!


SOLY MATHEW

Deputy GM, Gulf Bank Investor Since 2022

The portfolio is managed by professionals under the leadership of Siddhartha and
the performance has been superb, beating the market index each month since I
invested! Absolutely satisfied with their service throughout my investment
period.


JAI KISHAN AWTANI

Partner, White Rose Trading Investor Since 2022

Been invested with Aequitas for a year and a half and Sid’s performance has been
nothing short of phenomenal. What sold us was his passion for stocks and his
investment philosophy. Master of value investing!! Keep up the great performance
team Aequitas!


SOLY MATHEW

Deputy GM, Gulf Bank Investor Since 2022

The portfolio is managed by professionals under the leadership of Siddhartha and
the performance has been superb, beating the market index each month since I
invested! Absolutely satisfied with their service throughout my investment
period.

‹›

Act on those thoughts, click for FREE Consultation.


FAQS

? WHO CAN ALL INVEST?

The fund is an ideal vehicle for foreign investors (NRIs, FPIs, FIIs, etc.) to
invest in the Indian markets.

? WHAT ASSET CLASS DOES THE FUND OPERATE IN?

Indian public listed companies.

? WHAT IS THE STRUCTURE OF THE FUND?

A private open-ended investment company incorporated in the Dubai International
Financial Centre and registered as an Exempt Fund and a Hedge Fund with the
DFSA. The Fund has a CAT 1 FPI License to invest in the Indian Markets.

? WHAT IS THE MINIMUM INVESTMENT SIZE?

$1 Million

? WHAT IS THE TAX TREATMENT IN AEQUITAS OFFSHORE FUND – AEQUITAS INDIA FUND OEIC
LTD?

“DIFC and UAE Tax Considerations: As a company established in DIFC, the fund is
subject to zero tax rate of corporate income tax for 50 years commencing from 13
Sep 2004. Value added tax (VAT) is applicable at a standard rate of 5% on the
fees. Indian Tax Implications: Since, the fund primarily invests in Indian
listed equities, it will be subject to capital gains arising from buying and
selling of listed shares. Capital gains in India on listed equities are of 2
types: Short term (15%) and long term (10%). Dividend income received by the
fund from Indian companies would be subject to 20% favorable tax due to the
India UAE Tax treaty. Since investors as well as the fund are international and
not based in India, investors will not be subjected to taxes in India.”

Aequitas: What's Trending





BLOGS

How to invest in Volatile markets.


PODCAST

Teach Your Children How To Save and Invest


NEWS

Meet India’s Warren Buffet in Offing

OUR EXPERTS





INVESTMENT PHILOSOPY

Our investment philosophy is simple, we walk the talk. We believe that savings
doesn’t create wealth for
you, investing in the right manner does and through a carefully planned
strategy, we deliver what we
promise.

Business

WHY SMALL CAPS

Insurance

SELECTION CRITERION

Business

RISKS

Policies

QUALITATIVE ANALYSIS

Business

PORTFOLIO CONSTRUCTION

Business

MULTIBAGGER APPROACH

Insurance

FOCUS & PROFESSIONAL DISCIPLINE

‹›


USPs





TIMELINE FOR OUR MILESTONES

Aequitas was founded by Siddhartha Bhaiya & Neerav Shah. Started with PMS, and
AUM of INR 10 Cr. (can we also have a picture from 2013) AUM: INR 10 Cr.


2013




2016

Moved to the new office in the financial center of Mumbai, BKC. (can also have a
picture) AUM: 300 Cr., CAGR: 16%

We launched our AIF, Aequitas Equity Scheme 1, for investors who want to start
their journey with lower ticket size. AUM: 1500 Cr., CAGR: 24%


2019




2021

Business Development Team was established to drive customer relationship with
stakeholders. AUM: 2500 Cr., CAGR: 28%

We started our new offshore fund based out of Dubai International Finance Centre
(DIFC), to attract global investors. AUM: 3000 Cr., CAGR: 31%
Onboarded our 1st Institutional client.


2022




2023

Partnered with Kotak Alternate Assets Manager Ltd. as an independent advisor for
investors.
Moved to our new office in BKC. The Capital building. AUM: 3500 Cr., CAGR: 37%




OUR EXPERTS





MEET OUR EXPERIENCED
TEAM PEOPLE

 * 
 * 
 * 
 * 

MANAGER


THOMAS JAKSON

 * 

 * 
 * 
 * 
 * 

MANAGER


HALLEN SMITH

 * 

 * 
 * 
 * 
 * 

MANAGER


DAVID COOPER

 * 

Our Products





WE ARE CONFIDENT THERE IS ONE FOR YOU!




PORTFOLIO MANAGEMENT SERVICES

Aequitas India Opportunity Product (our PMS) is an ingenious solution that is
one of the leadingPMS in India with a consistent record over a period of 10+
years. The minimum ticket size for PMS is INR 10 Cr.


ALTERNATIVE INVESTMENT FUNDS

The minimum ticket size is INR 3 Cr. Aequitas Equity Scheme 1 (our AIF) is a
category 3 long only AIF with fortnightly subscription of mid-month and end of
month.


OFFSHORE FUND UNDER DIFC

The minimum ticket size for our offshore fund is $1 million. The fund is an
ideal vehicle for foreign investors (NRIs, FPIs, FIIs, etc.) to invest in the
Indian markets.

TESTIMONIALS





WHAT OUR CUSTOMERS ARE
TALKING ABOUT

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egestas. Aliquam viverra arcu. Donec aliquet blandit enim feugiat mattis.


KUNAL BABANI

Partner - Satguru Builders

‘Aequitas is very process-driven and true to its investment thesis and
Siddhartha’s conviction and foresight to understand cycles are unparalleled. I
saw this during the Covid panic, when I called to ask him about our NAV. He gave
me a date 1 year down the line, and told me ours would be the best performing
fund by then. Surprisingly, that’s exactly what happened.


ANIRUDH MALPANI

Obstetrician - Gynecologist Mumbai

I am a long-term value investor and have been with Aequitas since their
inception. My returns have been spectacular. Through these 8 years, I have
enjoyed my relationship with Siddhartha as he is extremely enthusiastic and
passionate about stocks. I absolutely trust him to invest my money the right
way.


B L CHANDAK

Executive Director-RP Sanjiv Goenka Group

I have known and interacted with Siddhartha for nearly a decade, and I can
definitely say that he is one of the best in identifying multi baggers both in
small cap and mid cap space before anyone else in the markets and I feel he does
that by investing in high quality companies and industry leaders.


ARPITA BHATTAD

Senior Product Manager, Amazon

Being a professional in a highly demanding job with a hectic lifestyle, I
understand the value of allowing investment managers to manage my money. I have
regularly invested with Aequitas and with my investments multiplying, I can
finally start planning for my dream home.

‹›

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Free Consultation


Aequitas India Fund OEIC Ltd. is a DIFC registered, dollar denominated fund for
NRIs & International investors looking for investment opportunity in publicly
listed Indian equity market. This Offshore Fund is registered with the Dubai
Financial Services Authority (DFSA) as an Exempt Fund to manage collective
investment funds with the Fund Manager as Aequitas Investments (DIFC) Limited
being duly regulated by DFSA.




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