Home chevron_right Fund Manager, Investment Professional chevron_right Siddhartha Bhaiya

Siddhartha Bhaiya

movie Fund Manager, Investment Professional cake 13 July 1976 (Tuesday) (Mumbai, Maharashtra, India)
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Height

5' 7" (171 cm)

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Age

46

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Nation

Indian

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Basic Information

Date of Birth: 13 July 1976 (Tuesday)
Birthplace: Mumbai, Maharashtra, India
Nationality: Indian
Hometown: Mumbai, Maharashtra, India

Family & Relationships

Marital Status: Married

Education

Colleges: Institute of Chartered Accountants of India

Lifestyle

Religion: Hinduism

person_book Biography

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.

    Siddhartha Bhaiya, Managing Director & CIO of Aequitas India, sharing insights on brand clarity, purpose-driven communication, and strategic storytelling
    Siddhartha Bhaiya, Managing Director & CIO of Aequitas India, sharing insights on brand clarity, purpose-driven communication, and strategic storytelling
  • 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.

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