Pioneering Indian Micro & Small-Cap Investing
Deep value fundamental investors with a private equity approach in listed markets
Grow with us →
Investment Strategies
A unified investment philosophy across domestic and global structures
Flagship Strategy
Emerging
Opportunities PMS
Concentrated small & micro-cap portfolio, built with a private equity mindset.
Investing in India's next generation of compounders for disciplined long-term wealth creation
₹1330 Cr
AUM as of April 30, 2026
26%
5-Year CAGR
Offshore Strategy
GIFT City AIF
USD-denominated access to India's small-cap opportunity, built on the same strategy as our PMS
Focused portfolio
12–15 holdings
Aligned strategy
Same team and process
Easy onboarding
Quick setup & KYC
Global access
NRIs & family offices
Private placement | Eligible investors only
Our Performance
Equitree vs. Benchmarks (April 2020 - April 2026)
Equitree
Small Cap 100
BSE 500
0%
TWRR as of April 2026
0+
HNI Families Invested
0x
Absolute returns
0%
Hit Ratio
Meet our Founders
Pawan Bharaddia, C.A.
Co-founder & CIO
25+ years across private equity and public markets, with senior roles at Private Equity firms and early carer at global banks.
Spearheads Equitree's private equity-style approach to public markets, focused on discovering under-researched small cap businesses
Strong track record of identifying multibaggers early through deep, ground-up research and rigorous due diligence
Ssuneet Kabra, C.A.
Co-founder & CEO
25+ years across financial advisory, entrepreneurship, and investing, with experience spanning equities, real estate and family-run businesses
Leads strategy, investor relations, and business growth at Equitree, scaling investor base while retaining a focused, boutique approach
Brings a business owner's lens to decision-making, with pragmatic judgment and an "uncommon common sense" approach
How We Invest
Early conviction. Long-term compounding.
Insight Center
Newsletters, webinars and commentary→
Quarterly Newsletter - March 2026 / Q4 FY26
Cash Is King: Navigating the crude shock and India’s structural shift
Equitree Capital Webinar | Q3 FY26 Portfolio Update & Outlook
In this webinar, we share key portfolio updates, impact of the war and outlook for the future.
80% Small Caps Are Down 30%. What Happens Next?
A Conversation with Sharan on Corrections & Future Returns.
Trusted by Industry Leaders
Investor Testimonials
What our investors say about us
Investing with Equitree really feels like working with a partner. They're thoughtful, disciplined, and treat each opportunity with real care, almost like it's their own money. I trust their judgment and I'm happy with my returns!
Vishal Jain
Director, Capital Projects Asia Pacific Region
Barclays
I've known Suneet and Pawan for years, and their dedication to investing is inspiring. They dive into micro-caps with real focus, taking smart risks where others hesitate. I'm proud to be part of what they're building!
Rohit Krishna
Senior Executive
25+ years in Banking and Digital Businesses
Equitree keeps me well updated with clear, regular insights on the portfolio. With my PE background, their approach to listed markets feels intuitive. Pawan has a strong eye for spotting hidden opportunities.
Snehal Shah
Former Partner
Fairwinds Private Equity
Equitree transformed my over-diversified portfolio into a focused, high-conviction one. Their deep research and transparency make investing seamless and comfortable. I look forward to compounding my wealth with them!
Rakesh Vengayil
CEO, Asia Pacific & Country Head HK
BNP Paribas Asset Management
I've known Suneet for over 15 years, and being an investor with Equitree has been a rewarding experience. I trust them with my portfolio and am proud to be part of the journey!
Yazad Cooper
Managing Director & CFO, Consumer & Wealth
DBS Bank
Equitree Capital Advisors Private Limited