Equitree Capital

Pioneering Indian Small-Cap Investing | SEBI-Registered PMS | 5-Yr CAGR: 25%

[Sonia Shenoy @_soniashenoy]

You can watch the full episode here

https://t.co/yo93pA8lQr

[Sonia Shenoy @_soniashenoy]

“A big investing theme is the manufacturing of Solar Pumps.

India has about 1 crore diesel pumps that are yet to be moved to solar pumps  

That is roughly a 2.5 lakh crore opportunity", says Pawan Bharaddia , the CIO of @equitreecapital

Equitree invested in shakti pumps at 25rs in 2017 , and they have seen the stock go from 25 to 1200 and down to 500 also

despite the drawdown of 40% in shakti pumps in the last one year, Equitree continues to hold the stock.

in his journey of holding shakti pumps , they have seen a 30-40% drawdown 3-4 times but still hold on

he explained the entire process of how to understand business cycles of companies , how long to hold, how to differentiate between external and internal red flags and lots more

Pawan has over 25 years of equity investing experience in India and over the past 5 years , Equitree has delivered a 25% CAGR, consistently ranking among India's top-performing PMS strategies.

We did a deep dive into micro cap investing, an area he has been focussing on for the past 10 years.

Full episode is out now on The Money Mindset

[Equitree Capital @equitreecapital]

Pawan Bharaddia shares his investment formula to identify multi-bagger small caps! https://t.co/Ae8fzeJBeG

[pms bazaar @PmsBazaar]

Get ready to experience an insightful Panel Discussion on 𝟓𝐗 𝐢𝐧 𝟓 𝐘𝐞𝐚𝐫𝐬: 𝐓𝐡𝐞 𝐀𝐥𝐩𝐡𝐚 𝐌𝐚𝐤𝐞𝐫𝐬 𝐨𝐟 𝐈𝐧𝐝𝐢𝐚 at 𝐃𝐀𝐈𝐒𝟐𝟎𝟐𝟔 – 𝐃𝐮𝐛𝐚𝐢 𝐀𝐥𝐭𝐞𝐫𝐧𝐚𝐭𝐢𝐯𝐞 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐒𝐮𝐦𝐦𝐢𝐭 𝟐𝟎𝟐𝟔!

𝐃𝐚𝐭𝐞: February 14, 2026 (Saturday)
𝐒𝐞𝐬𝐬𝐢𝐨𝐧 𝐓𝐢𝐦𝐞: 2:05 PM – 2:45 PM
𝐕𝐞𝐧𝐮𝐞: Conrad Dubai

𝐒𝐩𝐞𝐚𝐤𝐞𝐫𝐬:
Mr. 𝐕𝐢𝐣𝐚𝐲 𝐁𝐡𝐚𝐫𝐚𝐝𝐢𝐚, CIO & Managing Partner, 𝐖𝐚𝐥𝐥𝐟𝐨𝐫𝐭 𝐏𝐌𝐒
Mr. 𝐏𝐚𝐰𝐚𝐧 𝐁𝐡𝐚𝐫𝐚𝐝𝐝𝐢𝐚, Co-founder & CIO, 𝐄𝐪𝐮𝐢𝐭𝐫𝐞𝐞 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐬
Mr. 𝐃𝐢𝐯𝐚𝐦 𝐒𝐡𝐚𝐫𝐦𝐚, CEO & Co-Founder, 𝐆𝐫𝐞𝐞𝐧 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨
𝐌𝐨𝐝𝐞𝐫𝐚𝐭𝐨𝐫: Mr. 𝐃𝐢𝐧𝐞𝐬𝐡 𝐆𝐢𝐫𝐢𝐝𝐡𝐚𝐫, Co-Founder, MD & CEO – Asset Management & Private Wealth, 𝐃𝐨𝐥𝐚𝐭 𝐂𝐚𝐩𝐢𝐭𝐚𝐥

𝐀𝐛𝐨𝐮𝐭 𝐭𝐡𝐞 𝐒𝐞𝐬𝐬𝐢𝐨𝐧:
The panel discussion offers an inside look into how India’s leading fund managers identified opportunities early and compounded wealth to achieve 5X returns over five years.

Don’t miss this power-packed discussion!

Join us at DAIS2026 and connect with 𝐈𝐧𝐝𝐢𝐚’𝐬 𝐭𝐨𝐩 𝐏𝐌𝐒, 𝐀𝐈𝐅 & 𝐆𝐈𝐅𝐓 𝐂𝐢𝐭𝐲 𝐟𝐮𝐧𝐝 𝐦𝐚𝐧𝐚𝐠𝐞𝐫𝐬 𝐟𝐨𝐫 𝐚 𝐝𝐚𝐲 𝐨𝐟 𝐩𝐨𝐰𝐞𝐫𝐟𝐮𝐥 𝐢𝐧𝐬𝐢𝐠𝐡𝐭𝐬 𝐚𝐧𝐝 𝐦𝐞𝐚𝐧𝐢𝐧𝐠𝐟𝐮𝐥 𝐧𝐞𝐭𝐰𝐨𝐫𝐤𝐢𝐧𝐠.

𝐁𝐨𝐨𝐤 𝐍𝐨𝐰: https://t.co/CitRVPRcSp

Hurry! Limited seats available!

#DAIS2026 #DubaiAlternativeInvestmentSummit #DubaiSummit #InvestmentSummit #DubaiEvents #AlternativeInvestments #Events #PMSBazaar

[pms bazaar @PmsBazaar]

Meet 𝐏𝐚𝐰𝐚𝐧 𝐁𝐡𝐚𝐫𝐚𝐝𝐝𝐢𝐚! Our Distinguished Speaker at the 𝐃𝐮𝐛𝐚𝐢 𝐀𝐥𝐭𝐞𝐫𝐧𝐚𝐭𝐢𝐯𝐞 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐒𝐮𝐦𝐦𝐢𝐭 (𝐃𝐀𝐈𝐒 𝟐𝟎𝟐𝟔)

Gain expert insights from the Co-founder & Chief Investment Officer of 𝐄𝐪𝐮𝐢𝐭𝐫𝐞𝐞 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐬 by joining us on 𝐅𝐞𝐛𝐫𝐮𝐚𝐫𝐲 𝟏𝟒𝐭𝐡 (𝐒𝐚𝐭𝐮𝐫𝐝𝐚𝐲) 𝐚𝐭 𝐂𝐨𝐧𝐫𝐚𝐝 𝐃𝐮𝐛𝐚𝐢.

Along with 𝐏𝐚𝐰𝐚𝐧 𝐁𝐡𝐚𝐫𝐚𝐝𝐝𝐢𝐚, many expert speakers and leading PMS, AIF & GIFT City Asset Managers will be attending this grand summit!

So, don’t miss this opportunity!

Use 𝐩𝐫𝐨𝐦𝐨 𝐜𝐨𝐝𝐞 𝐃𝐀𝐈𝐒𝟐𝟎𝟐𝟔 to book your ticket at an 𝐞𝐚𝐫𝐥𝐲 𝐛𝐢𝐫𝐝 𝐩𝐫𝐢𝐜𝐞 𝐨𝐟 𝟑𝟓𝟗 𝐀𝐄𝐃 (Ticket Price: 𝟒𝟒𝟗 𝐀𝐄𝐃)

Hurry! Seats are filling up fast.

𝐁𝐨𝐨𝐤 𝐍𝐎𝐖: https://t.co/CitRVPRcSp

#DAIS2026 #DubaiAlternativeInvestmentSummit #DubaiSummit #InvestmentSummit #DubaiEvents #AlternativeInvestments #Events #PMSBazaar

[Equitree Capital @equitreecapital]

Watch Equitree CIO Pawan Bharaddia break down his investment approach to small caps — insights every investor should hear.

🔗 https://t.co/kU3tabuKdu