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
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.
Investment Team
Porinju Veliyath | 4-star rated FM
Founder & CIO | 35 yrs Experience | 23 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 & Listed Equity AIF Schemes
Returns as of 31-May-25
Free 30-Day Trial of the IME RMS
Details shared above, are only a short-snapshot of the more detailed analysis that resides in IME’s Proprietary RMS (Research Management Solution).
The IME RMS is the first tool ever, to give investors direct access to the insights of the central research team. Investors gain direct access to our ratings, rating rationales & analysis across thousands of funds (MFs, PMSs, AIFs, Global funds), asset classes, categories & more.
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.