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Blending Private Equity acumen with Public Market agility, we unlock
At Equitree, we are long-term deep-value investors focused exclusively on publicly listed small-cap companies. We identify high-potential businesses early and support them through a disciplined, high-conviction approach. With a 43% CAGR over five years, we are consistently ranked among India's top-performing PMSs. Our investors are primarily high-net-worth individuals (HNIs) and family offices seeking meaningful small-cap exposure and alpha creation. Our name "Equitree" embodies our philosophy: like nurturing a tree, we cultivate early investments with patience, balance, and care to foster enduring growth.
Why choose us
Discover the benefits of our investment approach.
Top Performer
We consistently rank in the Top 10 Best PMS strategies across India over 1, 3, and 5-year periods.
Small-Cap Expertise
Founders have 25+ Years of Investing Experience with a Pure Small-Cap Focus Since Inception
Deep Value Investors
Spotting hidden opportunities early, we lower downside risk and create multi-bagger returns!
Smart Risk
With a Sharpe ratio of 2.09 and Beta of 1.09, we offer strong, risk-adjusted returns—despite volatility!
Meet Our Team
Experienced · Analytical · Driven
Pawan Bharaddia
Co-founder, CIO
A Chartered Accountant with over 25 years of experience in private equity and public market investing, Pawan co-founded Equitree in 2012 to bring his unique approach to identifying high-potential businesses. Having held senior roles at renowned private equity firms, he now leads Equitree's investment strategy, focusing on uncovering undervalued and under-researched small and micro-cap opportunities. Pawan is known for spotting multibaggers early, leveraging a PE-style approach to public market investing.
Ssuneet Kabra
Co-founder, CEO
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 analyzing 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.
Rehan Laljee
Investment Research Analyst
With a BBA in Finance and CFA Level I certification, Rehan brings a strong foundation in financial analysis to his role as Research Analyst at Equitree. His work involves in-depth research and meticulous analysis, providing valuable insights that support Equitree's investment strategies. An avid learner, Rehan balances his professional pursuits with a passion for reading and sports, always eager to expand his knowledge and stay active.
Yash Kukreja
Investment Research Analyst
With a background in Accounting and Finance (BAF) and CFA Level I certification, Yash thrives in the art of uncovering undervalued assets. He enjoys crafting well-thought-out investment theses and watching them unfold over time, bringing a patient yet dynamic approach to Equitree's research team. A motorhead at heart and a cricket enthusiast, Yash balances his analytical work with a passion for engines and the game, always keen to dig into details both on and off the field.
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. With a knack for organization and attention to detail, she keeps everything running seamlessly behind the scenes. Outside of work, Mahima unwinds by listening to music, finding rhythm and balance in her day both on and off the clock.
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.
Komal Mohite
Operations and Compliance Officer
Komal is a valuable member of Equitree's Operations and Compliance team, ensuring all processes adhere to high standards and run efficiently. Known for her attention to detail and commitment to smooth operations, she plays a key role in the firm's compliance efforts. Outside of work, Komal enjoys exploring new places, always seeking new experiences and perspectives.
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.
Equitree Capital is a SEBI-registered PMS specializing in deep value, fundamental investing within small and micro-cap businesses.
Regulatory Details
Charter
PMS
Office Address
301, Tree Building 28, Above Mercedes,
Senapati Bepat Road, Raghuvanshi Mills,
Lower Parel, Mumbai - 400013