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Equity Intelligence PMS

PMS Rating

IME PMS Rating

AMC does not meet our selection criteria at this time

Not a recommended AMC: Equity Intelligence PMS is driven by the thought process of its founder Porinju Veliyath. It has a clear differentiation of operating at the higher end of the risk-return spectrum in small-cap investing, which can lead to very high volatility but also very strong returns in bull markets. Our low AMC rating is primarily driven by the extreme levels of volatility seen in the portfolio performance.

The PMS/AIF AMC Rating is derived on the basis of our analysis on 5 key qualitative parameters that we use to analyse the quality of a PMS/AIF Provider. These include an assessment of the size of the AMC, the pedigree of the AMC, the pedigree of the team, the value of the investment philosophy & the level of differentiation. These insights of our central research team are documented in the IME RMS, and can be accessed during a consultation call with an IME PMS specialist.

PMS Background

Discretionary AUM (1657cr) | Promoter Category ()

PMS Background

Equity Intelligence was incorporated in 2002, by renowned small-cap and value investor Porinju Veliyath. Known for his very aggressive small-cap picks, which can lead to very high volatility but also very strong returns in bull markets.

Solely Driven by value investor Porinju who operates, aggressively, at the higher end of the risk-reward spectrum

PMS Investment Philosophy

Equity Intelligence PMS follows a value investment strategy that focuses on investing in strong & profitable businesses, run by smart and credible managements and market prices below the business’s intrinsic worth.

Inv Team

Investment Team

Porinju Veliyath | 4-star rated FM

Founder & CIO | 34 yrs Experience | 21 yrs at current firm

Past Experience: Parag Parikh Sec (FM), Kotak Securities (Dealer)

Porinju is the Founder of Equity Intelligence and is considered to be one of the top investors in the small-cap segment in which he has extensive experience. His performance has historically been highly volatile, based on the momentum in small cap stocks. Porinju can be a great bet in strong bull markets, but his investment style can also lead to sharp downsides during corrections.

PMS/AIF Schemes

PMS & Listed Equity AIF Schemes

No items found

Returns as of 28-Feb-24.

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Details shared on the public website, are only a short snapshot of the more detailed analysis that resides in our Proprietary Research Management Solution (RMS) – A proprietary cloud-based tool, that ensures that the unbiased research insights of our central research team are shared directly with investors.

Our RMS allows us to operate with a level of transparency, ethics & consistency of insights, that is unparrarelled in the industry. Our RM’s will help showcase the PMS/AIF options that are the most suited for your unique requirements.

Download Sample RMS Reports: AMC View | Scheme Comparison

Note: PMS AMC & Scheme Reviews and Ratings are based on IME Capital’s Proprietary Review and Rating Methodology (read more here: AMC Rating & Scheme Ratings). These reflect the unbiased views of our central research team, based on our assessment of the investment value of these PMS/AIF strategies for our investors. We follow a highly stringent rating-criteria, where approximately 50% of PMS AMC’s & strategies would be rated 2-star or below (this is not meant to indicate that these funds are not investment-worthy, but that they do not currently fulfill the requirements we focus on for recommending funds to our investors — based on our internal views on the merit of the AMC/strategy relative to peers). Reviews & Ratings are primarily based on research of publicly available information (SEBI disclosures, PMS websites, PMS-aggregation platforms, webinar recording, media interviews etc.) and no explicit consent is required from AMCs for the same. While we endeavour to do further due-diligence via direct interactions with the investment teams of AMCs, this is typically restricted to AMC’s that meet our foundational fund selection criteria (reviews on lower-rated AMCs are often based solely on publicly available information). The views reflected in our Reviews & Ratings, are our independent views and may not be shared by the AMC’s and the investment teams. Please read detailed disclaimer for more.