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We are one of the pioneers in portfolio management services in India. Far away from the noise of Dalal Street, sitting in the serene environment of Kerala, the God’s Own Country, we search for hidden gems. We do so by practising a contrarian approach of Value Investing.

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CLIENTS

1500 +

We have 1500+ clients of diverse economic groups from India and abroad

AUM

₹2500 Cr +

Equity Intelligence has more than ₹2500 crores Assets Under Management

TRACK RECORD

22 years

Founded in 2002, robust track record of more than 2 decades.

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We work in some of the most ignored corners of the market.

We do not clone Nifty; we seek hidden gems and are ready to take calculated risks for superior long-term returns.

We don't try to time the market; we spend time with businesses for long term wealth creation

We help create wealth for our customers through PMS and AIF services.

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We strongly agree with some of the tradition's core principles, such as viewing stock as ownership of a business rather than a piece of paper, seeking Margin of Safety, dealing with Mr. Market's whims with independent perspectives, and standing by the statement, "Price is what you pay and Value is what you get."

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മനസ്സെത്തുന്നിടത്തു കണ്ണെത്തണം കണ്ണെത്തുന്നിടത്തു കയ്യെത്തണം (eyes should follow the mind with ease and arms should follow the eyes with ease) such goes an old Malayalam adage. It stresses the importance of having a holistic approach that uses the body and mind in unison. In Investing too, we seek to observe and perceive markets and opportunities with a very holistic lens. We are contrarians and not narrow-minded financial model investors.

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From the classic teachings of Benjamin Graham to the contemporary wisdom of Warren Buffet, the tradition of Value Investing has a rich heritage. We continue to learn and get inspired by the lessons and experiences of the practice.

We strongly agree with some of the tradition's core principles, such as viewing stock as ownership of a business rather than a piece of paper, seeking Margin of Safety, dealing with Mr. Market's whims with independent perspectives, and standing by the statement, "Price is what you pay and Value is what you get.".

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Nature thrives and rules in every nook and corner of Kerala, the God's own Country. Mother nature teaches us the lessons of “Adaptability”. Life is always about constant change, and the only way to survive and thrive is to be adaptive. The economy and markets are no different, and the only way to remain relevant is to be “Adaptive”.

മനസ്സെത്തുന്നിടത്തു കണ്ണെത്തണം കണ്ണെത്തുന്നിടത്തു കയ്യെത്തണം (eyes should follow the mind with ease and arms should follow the eyes with ease) such goes an old Malayalam adage. It stresses the importance of having a holistic approach that uses the body and mind in unison. In Investing too, we seek to observe and perceive markets and opportunities with a very holistic lens. We are contrarians and not narrow-minded financial model investors.

Services
we offer

We help create wealth for our customers
through PMS and AIF services.

Portfolio Management Services

Our flagship service, EQ PMS, is a pure equity discretionary portfolio management service in which the portfolio manager curates a focused (usually 10-12 stocks) unique portfolio for each client based on the timing and amount of his or her investments.

Compared to the common industry practice of proportionally allocating model portfolio shares regardless of the price, our proprietary daily model portfolio approach is price-conscious and mitigates the risk of overpaying for any stock..

Alternative Investment Fund

EQ India Fund, our first category III AIF scheme launched in 2017, is a long only pure equity fund investing in listed Indian equities. It is a pooled investment vehicle, while PMS has client-centric, unique portfolios.

Being a pooled fund, the exposure to stock-specific risks in the EQ India Fund is expected to be lower compared to EQ PMS. Also, the ease of operations gives the fund manager the ability to make quick fund-level buy/sell decisions.

Portfolio Management Services

Our flagship service, EQ PMS, is a pure equity discretionary portfolio management service in which the portfolio manager curates a focused (usually 10-12 stocks) unique portfolio for each client based on the timing and amount of his or her investments.

Compared to the common industry practice of proportionally allocating model portfolio shares regardless of the price, our proprietary daily model portfolio approach is price-conscious and mitigates the risk of overpaying for any stock.

Alternative Investment Fund

EQ India Fund, our first category III AIF scheme launched in 2017, is a long only pure equity fund investing in listed Indian equities. It is a pooled investment vehicle, while PMS has client-centric, unique portfolios.

Being a pooled fund, the exposure to stock-specific risks in the EQ India Fund is expected to be lower compared to EQ PMS. Also, the ease of operations gives the fund manager the ability to make quick fund-level buy/sell decisions.