Equitree Capital Advisors Private Limited

Equitree Capital Advisors Private Limited

AUM (Cr.)


No. of Clients


No. of Strategy


As On

31 December 2022

Equitree Capital Advisors Private Limited: Equitree holds a valid certificate of registration with SEBI as a Portfolio Manager vide registration number INP000005777 to offer investment management, portfolio management, and advisory services to High Networth Individuals (HNIs), institutional clients, corporates and other permissible class of investors. It focusses on long term value creation. It invests in listed small and micro cap emerging businesses with bright prospects and strong management whose full potential is yet to realize in the market. We embrace responsible investing and provide clarity in a world of uncertainty. Oue complete alignment with investors interest ensures that we keep our investors ahead of tomorrow. Directors of Equitree have had a long standing successful investing career, investing in listed and unlisted Small and Mid sized companies in India across a diverse range of sectors

PMS Strategies Returns
Strategy Name Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Equitree - Emerging Opportunities
SMALL CAP 3.76% 35.54% 30.23% -5.17% 01 Oct, 2017

* All performance above are as on 31st Dec 2022 * Above 1 year returns are in CAGR  

Portfolio Manager Profile

Mr Pawan Bharaddia

Mr Pawan Bharaddia


AMC Registered Address

M-4, President Plaza,Nr. Krushi Mangal Hall, Ring Road,SURAT,,GUJARAT,INDIA,395002
SEBI Reg No : INP000005777

AMC Investor Login Link

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AMC Website Link

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AMC Social Media

Disclaimer & Risk Factors:

We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.

All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.