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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 | 35 yrs Experience | 22 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 30-Sep-24.

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