Equitree Capital is a SEBI-registered Portfolio Management Services (PMS) provider focused on “Sowing Seeds of Growth” in the Indian equity market, particularly within small and micro-cap segments. Founded in 2017, they blend the rigor of private equity with the liquidity of public markets. Their unique approach involves active engagement with portfolio companies and a focus on concentrated, high-conviction bets. They employ thorough research, aiming for long-term value creation for their clients through a disciplined and client-centric approach.

Equitree’s strategy is led by co-founders Pawan Bharaddia (CIO) and Ssuneet Kabra (CEO), who bring over 25 years of experience each in diverse fields like private equity, financial advisory, and public market investing. This wealth of experience underpins their distinctive investment philosophy, aiming to identify and nurture high-growth potential businesses.

PMS Product Performance

Company Name /
Product Name
Date of inception AUM 1y return 2y return 3y return 5y return 10y return Since inception return
Equitree Capital Advisors Emerging Opportunities 03 Oct 2017565.8151.17%64.77%41.26%43.09%10.64%

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