Siddhartha Bhaiya

Some Lesser Known Facts About Siddhartha Bhaiya

• He began his career in financial markets as a research analyst and went on to hold roles at firms including Sushil Finance, Stratcap Securities, Principal PNB AMC, Reliance Capital Asset Management, and Nippon India Mutual Fund.

• In 2012, Siddhartha Bhaiya founded Aequitas Investment Consultancy Pvt. Ltd., a boutique investment management firm based in Mumbai focused on long-term wealth creation through deep research and a contrarian investment approach.

  

• Positioned Aequitas as a boutique Portfolio Management Services (PMS) firm, catering primarily to HNIs and ultra-HNI investors.

• Siddhartha Bhaiya was widely recognized within the financial community as one of India’s most successful PMS fund managers, admired for his sharp analytical skills, patient investing style, and ability to identify high-growth opportunities.

• Later worked with Reliance Capital Asset Management (now Nippon India Mutual Fund).

• Siddhartha Bhaiya focused heavily on small-cap and mid-cap companies with strong management and clean balance sheets.

• He avoided short-term trading and followed a patient, low-churn investment approach.