Equitree is all about going where the crowd isn’t looking—and staying there until the magic happens. It’s run by two seasoned professionals who bring a solid blend of private equity discipline and public market insight.
Pawan Bharaddia, the lead fund manager, is a Chartered Accountant with over 25 years in both private equity and public markets. What makes him stand out is how he blends PE-style deep research with public market investing. He’s known for spotting multibaggers way before they hit anyone’s radar. And the numbers back that up. On the other hand, you’ve got Ssuneet Kabra, also a CA, who handles the business side as CEO. With another 25 years of experience in financial advisory, he’s the one building relationships, guiding clients, and expanding the firm’s investor base. His style? Let’s just call it “uncommon common sense”—a phrase that perfectly sums up how he thinks and invests.
Now coming to how they operate. The philosophy is super clear: take high-conviction bets, go concentrated, and play the long-term game. They usually hold around 12–15 stocks at a time, all small or micro-cap businesses that are deeply undervalued but show strong growth potential. The idea is to enter before the institutions, before the media noise—when no one’s really watching. They do intense on-ground research, evaluate promoters closely, and once they’re convinced, they hold these businesses for 3 to 5 years or more. Why? Because that’s where compounding really starts to kick in, and the longer holding period also brings in tax efficiency.
Their investment style is a mix of deep value and high growth. They’re looking at companies trading well below their 10-year average valuations, with PEG ratios under 1. It’s a classic value-meets-growth strategy—but executed in places most investors don’t even think to look. And they take sizable stakes too—often buying 3–5% of the company. Some of their past bets speak for themselves: Shakti Pumps went 50X, HBL Power 13X, and Stylam hit 25X. These aren’t just good calls—they’re the kind of returns that change portfolios.
This is a pure small-cap and micro-cap play. So yes, it’s more suited to risk-aggressive investors who are comfortable staying invested through volatility. But the reward potential, if you stay patient, is pretty compelling.
And here’s an interesting twist—their performance fee isn’t charged annually like most others. They only charge it if the portfolio doubles or after 5 years. So they’re not just aligned with your gains—they’re fully committed to that long-term compounding mindset.
Minimum investment is ₹1 crore. This isn’t a volume play for them. It’s about working with investors who understand and buy into the same vision.