All Sensible Investing is Value Investing
We are a Boutique
Fund Manager
| Market Action | ||
|---|---|---|
| NIFTY 50
Adv 35 |
17,102.25
Decl 15 |
143.60 (0.85%) |
| SENSEX
Adv 35 |
17,102.25
Decl 15 |
143.60 (0.85%) |
We are one of the pioneers in portfolio management services in India. Far away from the noise of Dalal Street, sitting in the serene environment of Kerala, the God’s Own Country, we search for hidden gems. We do so by practising a contrarian approach of Value Investing.
EQ in Nutshell
Do what you enjoy,
Enjoy what you do.
CLIENTS
1500 +
We have 1500+ clients of diverse economic groups from India and abroad
AUM
₹2150 Cr +
Equity Intelligence has more than ₹2150 crores Assets Under Management
TRACK RECORD
20 years
Founded in 2002, robust track record of more than 2 decades.
Why EQ?
Since our inception, we have been successful in spotting several great investment opportunities early and have managed to generate sustainable wealth for our clients. Our team enjoys doing this day in and day out and we believe this is our "Dharma".
Founded by acclaimed value investor
Porinju Veliyath
Team has experience stretching from the old outcry system of Dalal Street to the present Quant & Algo systems.
Team with a unique culture around value investing.
Wealth creation track record for the past two decades. Your focused partner in public equity markets in India — we do nothing else!
Operating away from the noise of Dalal Street.
Team has experience stretching from the old outcry system of Dalal Street to the present Quant & Algo systems.
Team with a unique culture around value investing.
Wealth creation track record for the past two decades. Your focused partner in public equity markets in India — we do nothing else!
Operating away from the noise of Dalal Street.
What we do
We strive to bring superior long-term returns to our clients.
We handle the equity portfolios of some of the most prominent business people, accomplished professionals, and ordinary people. Here is a quick glimpse of what we do:
We work in some of the most ignored corners of the market.
We do not clone Nifty; we seek hidden gems and are ready to take calculated risks for superior long-term returns.
We don't try to time the market; we spend time with businesses for long term wealth creation
We help create wealth for our customers through PMS and AIF services.
Letter to Investors
Read the letter to investors from the desk of our portfolio manager, Mr. Porinju Veliyath
Read Letter to Investors
Our “Dharma”
Nurtured by two
Traditions
From the classic teachings of Benjamin Graham to the contemporary wisdom of Warren Buffet, the tradition of Value Investing has a rich heritage. We continue to learn and get inspired by the lessons and experiences of the practice.
We strongly agree with some of the tradition's core principles, such as viewing stock as ownership of a business rather than a piece of paper, seeking Margin of Safety, dealing with Mr. Market's whims with independent perspectives, and standing by the statement, "Price is what you pay and Value is what you get.".
Nature thrives and rules in every nook and corner of Kerala, the God's own Country. Mother nature teaches us the lessons of “Adaptability”. Life is always about constant change, and the only way to survive and thrive is to be adaptive. The economy and markets are no different, and the only way to remain relevant is to be “Adaptive”.
മനസ്സെത്തുന്നിടത്തു കണ്ണെത്തണം കണ്ണെത്തുന്നിടത്തു കയ്യെത്തണം (eyes should follow the mind with ease and arms should follow the eyes with ease) such goes an old Malayalam adage. It stresses the importance of having a holistic approach that uses the body and mind in unison. In Investing too, we seek to observe and perceive markets and opportunities with a very holistic lens. We are contrarians and not narrow-minded financial model investors.
Services
we offer
We help create wealth for our customers
through PMS and AIF
services.
Portfolio Management Services
Our flagship service, EQ PMS, is a pure equity discretionary portfolio management service in which the portfolio manager curates a focused (usually 10-12 stocks) unique portfolio for each client based on the timing and amount of his or her investments.
Compared to the common industry practice of proportionally allocating model portfolio shares regardless of the price, our proprietary daily model portfolio approach is price-conscious and mitigates the risk of overpaying for any stock..
Alternative Investment Fund
EQ India Fund, our first category III AIF scheme launched in 2017, is a long only pure equity fund investing in listed Indian equities. It is a pooled investment vehicle, while PMS has client-centric, unique portfolios.
Being a pooled fund, the exposure to stock-specific risks in the EQ India Fund is expected to be lower compared to EQ PMS. Also, the ease of operations gives the fund manager the ability to make quick fund-level buy/sell decisions.
Portfolio Management Services
Our flagship service, EQ PMS, is a pure equity discretionary portfolio management service in which the portfolio manager curates a focused (usually 10-12 stocks) unique portfolio for each client based on the timing and amount of his or her investments.
Compared to the common industry practice of proportionally allocating model portfolio shares regardless of the price, our proprietary daily model portfolio approach is price-conscious and mitigates the risk of overpaying for any stock.
Alternative Investment Fund
EQ India Fund, our first category III AIF scheme launched in 2017, is a long only pure equity fund investing in listed Indian equities. It is a pooled investment vehicle, while PMS has client-centric, unique portfolios.
Being a pooled fund, the exposure to stock-specific risks in the EQ India Fund is expected to be lower compared to EQ PMS. Also, the ease of operations gives the fund manager the ability to make quick fund-level buy/sell decisions.