Prudent Equity AIF Fund — Prudent Equity | Wisefolio

Prudent Equity AIF Fund

Cat III · Managed by Prudent Equity

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

Overview

About

Prudent Equity is an investment management firm focused on bottom-up value investing across public markets. Led by seasoned investors with decades of experience, the firm emphasizes capital protection, disciplined stock selection, and long-term compounding. Over multiple market cycles, Prudent Equity has focused on generating benchmark-beating returns through intrinsic value-based investing and strong risk management.

Investment philosophy

Prudent Equity follows a bottom-up value investing approach to identify companies trading significantly below their intrinsic value, offering substantial upside potential with limited downside risk. Capital protection remains the core principle. The firm emphasizes strong financial health, ethical management aligned with minority shareholders, disciplined capital allocation, and businesses generating returns significantly above their Weighted Average Cost of Capital (WACC). Investments are made at meaningful discounts to intrinsic value while avoiding highly leveraged companies and frequent equity dilution.

Team11

Diwakar Rana

Fund manager

Fund Manager - PMS

Diwakar is the fund manager at Prudent Equity PMS division. He brings with him astute financial acumen and a track record of consistent equity returns. He is known for his strategic approach, market knowledge, risk assessment, and nimble decision-making. He has a reputation for generating alpha.

Aman Soni

Fund manager

Co-Fund Manager - AIF

MBA in Finance

Aman, an MBA in Finance, possesses over eight years of expertise in client relations, wealth management, and investment operations. At Prudent Equity, he plays a key role in investment operations while working closely with the founders to develop and execute growth strategies.

Siddharth Oberoi

Founder & CIO

Siddharth Oberoi is the Founder and Chief Investing Officer at Prudent Equity. He brings with him 30 years of full-time investing experience. Over the last 14 years advising and managing public capital, under his guidance, Prudent Equity has been able to substantially beat the benchmark over each 3-year period.

Bobby Kumar

Head - Finance & Compliance

Akash Singh

Compliance Officer- PMS

Gursidak Singh

Sr. Research Analyst

Tejas Khandelwal

Sr. Research Analyst

Registration

SEBI registration

SEBI-registered

SEBI registration no.IN/AIF3/22-23/1139

RegisteredSept 2022 (4 years ago)

Valid untilPerpetual

Contact personSiddharth Oberoi

AddressOffice 210 2nd Floor SS Plaza, Sector - 47, Gurgaon, Haryana, 122018

Investment manager

Prudent Equity

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.