Its flagship Emerging Opportunities PMS invests in a concentrated portfolio of 12–15 companies. | Photo Credit: iStockphoto
Equitree Capital was founded in 2012 by Pawan Bharaddia and Ssuneet Kabra. The firm focuses on listed small and micro-cap companies, following a research-driven investment framework aimed at identifying scalable businesses with sound management practices.
Its flagship Emerging Opportunities PMS invests in a concentrated portfolio of 12–15 companies.
Pawan Bharaddia, Co-founder and CIO, said the firm’s growth reflected the consistency of its investment process and investor trust. “From the beginning, our goal has been to identify scalable small and micro-cap companies that can compound earnings over many years. As we scale, our focus remains on deepening research, strengthening analytics, and staying true to the principles that brought us here.”
Ssuneet Kabra, Co-founder & CEO, Equitree Capital, said the firm was investing in research talent, technology, and investor engagement to support further growth. “Our aim is to compound capital responsibly and sustain long-term value creation for all stakeholders.”
Equitree plans to cap its Emerging Opportunities PMS at around ₹2,000 crore or until its current portfolio remains fully investible. The firm currently manages portfolios for over 350 investors, including high-net-worth individuals, family offices, and professionals.
Headquartered in Mumbai, Equitree Capital reports a five-year compound annual growth rate (CAGR) of 43 per cent.
Published on November 6, 2025
