About Company
Aequitas
Aequitas started in 2012 because we wanted a different way for investors to build wealth. Siddhartha Bhaiya, our MD & CIO, had worked in the AMC business for over 10 years before Aequitas. He noticed that most AMCs were focused on growing their Assets Under Management (AUM) by working with distributors. Siddhartha had a different idea. He thought that if we focused on getting good returns for our investors, the AUM would grow on its own, and he was right. We began with AUM of INR 10 Cr in 2013. Now, 12 years later in 2025, our AUM is at INR 7,500 Cr and it's still growing. We did this without any distributors, just through word of mouth. This let us have a direct relationship with all of our investors, which is what we wanted. Aequitas is built on strong principles and values that we still stand by. We use one investment approach for all our products: the Multibagger strategy. This approach has helped Aequitas get a 32% CAGR for our investors since we started. That means if you invested INR 1 million with us in 2013, it would be worth INR 37 million by October 2025.
Fund Snapshot
| Minimum Investment: | 1 Million US Dollar |
| Investment Horizon: | 3 to 5 Years |
| Inflow Mode: | Cash |
| Performance Sharing: | 10% profit sharing with high-water marking charged annually at the end of the financial year |
Investment Philosophy
- Our investing philosophy is simple: we want to build a world where everyone’s dreams come true.
- We think that although saving does not produce money for you, investing wisely does.
- How much wealth you produce is determined by how well you invest it.
- We are motivated by the desire to provide our clients with exceptional results.
- Our investments are led by a multi-bagger strategy that uses significant in-house research to identify long-term potential.
Investment Objective
The Fund’s principal investment goal will be to achieve long-term capital growth by investing in equities or equity-related instruments (excluding derivatives) of firms listed on the Indian stock exchange while limiting risk. The Fund will not invest in derivatives or other complex financial products, and its portfolio will have a low turnover rate. The Fund aims to outperform the NIFTY, India’s benchmark index, over the long term.
The Forte
- Contrarian: Out-of-favour industries
- Process Driven: Comprehensive research approach
- In-house Research: Zero reliance on external agencies
- Moats: Industry leaders
- Fundamentals & Valuation: High margin of safety
Fund Overview
This Offshore Fund is registered as an Exempt Fund with the Dubai Financial Services Authority (DFSA) to handle collective investment money, and the Fund Manager is Aequitas Investments (DIFC) Limited, which is DFSA-regulated.
The Fund’s principal investment goal will be to achieve long-term capital growth by investing in equities or equity-related instruments (excluding derivatives) of firms listed on the Indian stock exchange while limiting risk. The Fund will not invest in derivatives or other complex financial products, and its portfolio will have a low turnover rate. The Fund aims to outperform the NIFTY, India’s benchmark index, over the long term.
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Siddhartha Bhaiya
Siddhartha founded AICPL in 2012 to create long-term wealth for clients. As a fund manager of AICPL, Siddhartha has outperformed NIFTY handsomely over 9 years and delivered industry-beating CAGR returns. He is a qualified Chartered Accountant and before AICPL, managed funds at Reliance Capital Asset Management
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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.