© 2026 Wisefolio. Legal and disclaimers
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | +1.2% | −5.6% | +6.8% |
| 3 Months | −1.4% | −3.6% | +2.1% |
| 6 Months | +32.1% | +8.1% | +24.0% |
| 1 Year | −2.4% | −2.3% | −0.1% |
|---|
| 2 Years | −0.9% | −3.9% | +3.0% |
|---|
| 3 Years (CAGR) | +18.9% | +9.2% | +9.7% |
|---|
| 4 Years (CAGR) | +25.5% | +11.2% | +14.3% |
|---|
| 5 Years (CAGR) | +21.6% | +8.9% | +12.8% |
|---|
| Since launch | +7.5% | +11.7% | −4.2% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 68-month window · Source: Computed from NAV history
Maximum drawdown: 30.3%
Equitree Capital’s story and investment philosophy are on the Equitree Capital firm page.
Pawan Bharaddia
Co-founder & Chief Investment Officer
A Chartered Accountant with over 25 years of experience in private equity and public market investing, Pawan co-founded Equitree in 2012 to identify high-potential businesses. Having held senior roles at private equity firms, he now leads Equitree's investment strategy, focusing on uncovering undervalued and under-researched small and micro-cap opportunities. He applies a private-equity-style approach to public market investing.
Ssuneet Kabra
Co-founder & Chief Executive Officer
A Chartered Accountant with over 25 years in financial advisory, Ssuneet co-founded Equitree in 2012 to bring his entrepreneurial vision to the firm. As CEO, he oversees Business Development and Investor Relations, fostering strong connections with clients and expanding Equitree's footprint in the investment landscape. Known for his "uncommon common sense" approach, Ssuneet has successfully invested across diverse sectors and previously advised small to mid-sized companies on financial and tax strategies.
Kruti Bharadia
Chief Operating Officer
With over a decade of experience in the equity markets, Kruti brings her expertise in technical analysis and trading to Equitree, ensuring precision and efficiency in trade executions for PMS. As the Chief Operating Officer, she oversees daily operations, administrative functions, and keeps everything running smoothly. Beyond her financial acumen, Kruti has a creative side as an expert in interior design and architecture, blending analytical skills with an eye for aesthetics and detail.
Mohit G. Poddaar
Executive Director
A finance professional with nearly two decades of experience across equity markets, private wealth, corporate finance, and real estate, Mohit spearheads investor relationships at Equitree, working closely with HNIs and family offices. Having held senior roles at InCred Capital Wealth, Edelweiss, and IndiaNivesh, he brings deep expertise in wealth management and equities. Mohit holds an MSc in International Finance from Cass Business School, London. An avid pickleball enthusiast, he thrives on strategy both on and off the court.
Sudhir Bharadia
Executive Director
Based in Pune, Sudhir brings over 30 years of experience in business and finance to Equitree. As Executive Director, he focuses on investor outreach and marketing, building strong relationships and expanding Equitree's visibility within the investment community. Outside of work, he is an avid sports enthusiast who enjoys watching football, badminton, and tennis, drawing inspiration from the fast-paced energy of the games.
Varun Ghia
Investment Research Analyst
With over 10 years of experience in investing, Varun holds a Bachelor's in Financial Markets (BFM) and is a CFA charterholder. His expertise lies in analysing market trends and providing data-driven insights to shape Equitree's investment strategies. Known for his sharp analytical skills and thorough approach, Varun plays a key role in identifying promising investment opportunities. He also enjoys playing sports and reading books!
Harshil Solanki
Investment Research Analyst
Harshil, a Chartered Accountant with CFA Level II certification and a B.Com degree, brings deep financial expertise to Equitree. His role focuses on extensive research across various industries, where he employs a meticulous approach to uncovering unique investment opportunities. Outside of work, Harshil enjoys trekking and reading, finding both nature and literature to be sources of inspiration and reflection.
Shubhankar Gupta
Investment Research Analyst
Yash Kukreja
Investment Research Analyst
With a background in Accounting and Finance (BAF) and CFA Level I certification, Yash focuses on uncovering undervalued assets and developing well-thought-out investment theses.
Neil Kothari
Investment Research Analyst
Sparsh Kabra
Director of Strategic Partnerships
Sparsh drives growth, investor relations, and brand communications at Equitree, working closely with the founding team to strengthen connections with the firm's HNI and family office investor community. His work spans investor outreach, distribution relationships, and building tools and dashboards that bring transparency to Equitree's operations, with a strong focus on integrating technology and automation into financial workflows. Outside of work, he has a deep love for music.
Mahima Gupta
Head - Operations and Compliance
Mahima is the backbone of Equitree's operations, ensuring smooth and efficient back-office processes, strict compliance, and top-notch client servicing.
Registration No
INP000005777
Fund Manager
Mr.Pawan Bharadia
Principal Officer
Mr.Pawan Bharadia
Inflow
₹50.75 Cr
Outflow
₹17.32 Cr
Net
₹33.43 Cr
Not reported — complaint data for this strategy isn't available yet.
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Sakshi Tatkare
Operations and Compliance Officer
With a background in BMS-Finance, Sakshi plays a key role in Equitree's Operations and Compliance team. She brings a fresh perspective and enthusiasm for detail, ensuring that processes run smoothly and adhere to regulatory standards. Always eager to learn and grow, Sakshi balances her professional life with a passion for drawing, which fuels her creativity and curiosity.
Ashok Singh
Back Office and Administration
With a B.Com degree, Ashok brings precision and reliability to Equitree's Accounts team. He ensures that financial records are accurate and well-maintained, supporting the firm's financial integrity. Known for his steady approach and meticulous attention to detail, Ashok is a key asset to the accounts department.
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