About Company
Equitree Capital
Equitree Capital are team of seasoned investors with over 80 years of cumulative experience. They are a long-term value investor capitalising on Compounding Effect & Tax Efficiencies. Equitree Capital has been one of the Top 10 PMS Since 2020 with an ROI of 80%. Equitree Capital focusses on small cap funds that are deep value & high growth potential. Capital Growth Fund has a portfolio hit rate of 85% rate.
Fund Snapshot
| Parameters | Equitree’s PMS |
| Investment Type | Small Cap Listed Stocks |
| Ticket Size (INR) | Minimum 1 Crore |
| Market Cap Range (INR) | 300-4000 Cr (Average: ~1500 – Cr) |
| Holding Period | Minimum 3-5 Years |
| Due Diligence Required | Very High with limited information |
| Exit Option | Available (no lock-in) |
| Portfolio Diversification | 12-15 holdings |
| Expected Return (IRR) | 20-25% |
| Stake Taken in Companies | 0.5-4% |
| Liquidity | Low liquidity stocks, high beta |
| Investment Risk | High |
Equitree Capital Investment Philosophy
Here is the investment philosophy of Equitree Capital,
Strategic Business Focus– Equitree Capital invests in businesses and target 25 %-30 % earnings Growth
Valuation Driven Investing– Equitree Capital invests in high growth businesses & uncover missed & hidden opportunities
Management Expertise– Equitree Capital invests in family run companies that have strong management team & leadership
Equitree Investment Process
Equitree follows a 5-step process for Equitree Investment Process;
- Idea Generation: Running quantitative screeners and networking with industry connects for innovative ideas.
- Deep Research: In-depth research covering business fundamentals, financial statement analysis, meetings with management, soft diligence on promoters’ background, plant visits
- Portfolio Construction: Start with a 2-3% position & increase on business execution. Diversify with 12-15 Stocks
- Continuous Monitoring: Regularly evaluating risk factors: valuation, changes in promoter holdings, exposure limits, liquidity, business and macro developments
- Exit Strategy: Reduce position when valuation is inflated or stock exceeds fundamentals to reinvest in better opportunities
Equitree Capital Private Equity Approach
Early Identification- Equitree Capital leverage industry screeners to identify promising investment opportunities prior any media coverage
Valuation Focus– Equitree Capital focuses over short term trends, minimising portfolio turnover
360 Degree Research– Equitree Capital does a thorough due diligence, including the on-ground
research of the business & continuously monitor the entire value chain
Long Term Approach– Equitree Capital makes high conviction bets in a concentrated portfolio
Proactive Value Enhancement– Equitree Capital provides strategic advice to portfolio management companies for long term value
Client Centric Focus- Equitree only charge performance fees on profits 3-5 years
Equitree Risk Management Framework
Informed Insights- Strong industry network for monitoring business developments and regular channel checks on business
Diversification- Maximum allocation: 10% in a single company, 25% in a single sector
Capital Preservation- Emphasizing downside protection over potential upside gains; staying within our circle of competence
Promoter Diligence- Deep assessment of promoters, including pedigree, reference checks, pledge evaluation and governance scrutiny
Staggered Investment Approach- Utilizing Rupee Cost Averaging to reduce volatility and strategically allocating cash for significant opportunities
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Ssuneet Kabra
Ssuneet Kabra oversees business development, investor relations, and overall strategic direction at Equitree Capital. With more than 25 years of experience in financial advisory—spanning taxation, auditing, and valuation—he brings a strong analytical and operational lens to the firm’s growth journey. His entrepreneurial background across multiple sectors, combined with his ability to build lasting investor relationships, plays a key role in driving the firm’s expansion and credibility.
Pawan Bharaddia
Pawan Bharaddia leads all investment decisions at Equitree Capital, bringing over 25 years of experience across private and public markets. Before co-founding the firm, he held senior leadership roles in renowned private equity funds and global banks, where he built a strong track record in evaluating businesses, structuring investments, and creating long-term value. His expertise, disciplined approach, and deep understanding of small-cap ecosystems form the foundation of Equitree’s investment philosophy.
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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.