Siddhartha Bhaiya

Fund Manager

Indian Mumbai, Maharashtra, India

Quick Info

ProfessionFund Manager
NationalityIndian
Date of Birth13/07/1976
Age49 years (died on 31, Dec, 2025)
BirthplaceMumbai, Maharashtra, India
Date of Death31/12/2025

Latest News about Siddhartha Bhaiya

31/12/2025

Siddhartha Bhaiya, founder and managing director of Aequitas Investment Advisors, passed away at age 47 following a sudden cardiac arrest while on a family vacation in New Zealand. He was widely regarded as one of Dalal Street's most closely followed stock pickers and a specialist in identifying smallcap and midcap multibagger investments.

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Bio/Wiki

Profession(s)Investment Professional

Physical Stats & More

Height171 cm
Eye ColorBlack
Hair ColorBlack

Educational Qualification(s)

College/UniversityInstitute of Chartered Accountants of India

Personal Life

ReligionHinduism
Hobbies
  • Travelling
  • Reading

Relationships & More

Marital StatusMarried

Career

Overview
  • Started his career in financial markets as a research analyst.
  • Held positions at various firms including Sushil Finance, Stratcap Securities, and Reliance Capital Asset Management.
  • Founded Aequitas Investment Consultancy Pvt. Ltd. in 2012, focusing on long-term wealth creation.
  • Recognized in the financial community for his analytical skills and patient investing style.
  • Concentrated on small-cap and mid-cap investments with strong management.
  • Held positions at various firms including Sushil Finance, Stratcap Securities, Principal PNB AMC, Reliance Capital Asset Management, and Nippon India Mutual Fund.
  • Built Aequitas into a Rs 7,700-crore PMS and AIF platform.
  • His flagship India Opportunities PMS Fund delivered a compounded annual growth rate of nearly 33% over 13 years, generating absolute returns of about 3,700%.
  • Founded Aequitas Investment Consultancy Pvt. Ltd. in 2012 after leaving Nippon India Mutual Fund, where he worked for nearly seven years as a fund manager.
  • Recognized in the financial community as a contrarian investor who combined value discipline with growth investing.
  • Specialized in bottom-up stock selection and the multibagger approach, delivering as high as 2,800% absolute returns.

Some Lesser Known Facts

1. He founded Aequitas to provide a contrarian investment approach.
2. Siddhartha emphasized a patient, low-churn investment strategy.
3. He was considered one of India's premier PMS fund managers, noted for his ability to find growth opportunities.
4. He was a chartered accountant by training.
5. Known for combining value discipline with growth investing and expertise in small-cap stock selection.
6. Positioned Aequitas as a boutique Portfolio Management Services (PMS) firm catering primarily to HNIs and ultra-HNI investors.
7. He focused heavily on small-cap and mid-cap companies with strong management and clean balance sheets.
8. His vision was to scale Aequitas into a $1 billion net worth organisation.
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