Equity Intelligence AIF Trust — Equity Intelligence | Wisefolio

Equity Intelligence AIF Trust

Cat III · Managed by Equity Intelligence

Unconventional. Contrarian. Multi-bagger.

Complex or leveraged strategies — long-short, hedge-fund-style and quant funds. Often open-ended, within SEBI leverage limits.

Overview

About

Equity Intelligence AIF Trust (IN/AIF3/17-18/0334) is a SEBI-registered Category III Alternative Investment Fund registered in May 2017, managed by Equity Intelligence India Private Limited (CIN: U93000KL2002PTC015803) — founded in 2002 by Porinju Veliyath, one of India's most celebrated value investors. The fund's scheme is the 'EQ India Fund', a long-only pure equity fund investing in listed Indian equities, launched as a pooled vehicle alongside the firm's flagship PMS service. Equity Intelligence is headquartered at the 5th Floor, Areekal Mansion, Manorama Junction, Main Avenue, Panampilly Nagar, Kochi 682036 — Kerala. The firm is widely known for its contrarian, small and mid-cap value investing approach, and Porinju Veliyath is often referred to in financial media as the 'small cap czar'.

Investment philosophy

Equity Intelligence is grounded in the principles of value investing: viewing stocks as ownership in businesses (not pieces of paper), seeking Margin of Safety, and standing apart from Mr. Market's whims with independent perspectives. The EQ India Fund and PMS both concentrate on a focused, high-conviction portfolio of mid and small-cap Indian equities — typically 10-12 stocks per PMS client — with a proprietary daily model portfolio approach that is price-conscious, avoiding the industry practice of allocating model portfolio shares regardless of price. The AIF (EQ India Fund) serves as a pooled vehicle where stock-specific risk is lower than PMS. Porinju Veliyath manages all investments from Kochi, maintains no branches or representatives elsewhere, and relishes seeking deep 'value' in a 'price-crazy market'.

Team8

Porinju Veliyath

Fund manager

Founder & Portfolio Manager

Porinju Veliyath is among the most successful investors in Indian equity markets. He is widely acknowledged as one of the eminent, inspiring, and revered faces of the capital markets. As the founder of Equity Intelligence, he has been instrumental in generating immense wealth for his investors for over two decades. Before founding EQ, he had an illustrious professional career for a decade with two of the most respected financial services firms, Kotak Securities and Parag Parikh Financial Services. Over time, Mr. Veliyath has grown to be one of the prominent exponents of value investing principles in the Indian markets. Mainstream media call him “small cap czar” and millions on social media follow him closely to learn and get inspired. He relishes seeking deep “value” in a “price” crazy market, sitting in the quietude of Kochi & serenity of his farm. He attributes his success to the enduring principles of value investing philosophy and continues to be an ardent practitioner. Besides investing, he is passionate about farming and supports several philanthropic activities. He has also been a long-standing director with the Arya Vaidya Pharmacy, a pre-eminent institution of Ayurveda. Ultimately, he is a passionate Indian who has immense faith and conviction in the rising prosperity of the nation and is eager to be part of it.

Abhilash Varghese

Director, Operations

Man of details, details & details

Dixon Jose

Director, Finance

Honest and sharp, gets to the bottom of things. Travel-buff

Uma Namboodiri

Go getter, wanderlust, foodie and movie-buff

Jinni Sundrani

Ambitious & focused

Albia Joseph

Affable and Self-Driven

Registration

SEBI registration

SEBI-registered

SEBI registration no.IN/AIF3/17-18/0334

RegisteredMay 2017 (9 years ago)

Valid untilPerpetual

Contact personPorinju Veliyath

Address5th Floor, Areekal Mansion, Manorama Junction, Main Avenue, Panampilly Nagar, Kochi 682036, Kochi, Kerala, 682036

Investment manager

Insights

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Disclaimer

Investments in AIFs carry market and credit risk including possible loss of capital. Past performance does not indicate future returns. Information shown is sourced from the issuer's PPM and SEBI filings — confirm against the latest PPM before committing. Wisefolio is an information platform; it is not registered with SEBI as an investment adviser, portfolio manager, or distributor. By using this page you accept our terms and privacy policy, including the self-attestation that you are eligible to view AIF marketing material under SEBI rules.