Porinju veliyath

  1. Porinju Veliyath
  2. Revised: Porinju Veliyath: This Kochi
  3. पोरिंजू को पसंद 3 शेयर, क्या आप करेंगे निवेश
  4. Porinju Veliyath Portfolio 2023 【Equity Intelligence Portfolio】
  5. Porinju Veliyath bets house on 3 stocks; feels they are undervalued even after a good run
  6. Porinju Veliyath entered Max India in Q3, likely exited multibagger HPL Electric
  7. Porinju Veliyath: Prestigious Value Stock Picker
  8. How Porinju Veliyath made it big with small


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Porinju Veliyath

Othernames Francis Almamater Occupation Fund manager Spouse Litty Porinju Children 3 Porinju Veliyath (born 6 June 1962) is an Indian investor and fund manager. Equity Intelligence India Private Limited. He has been called a small-cap Early life [ ] Porinju was born in a lower-middle-class family Career [ ] Porinju Veliyath started his career in Mumbai as a floor trader with He is also a director with Arya Vaidya Pharmacy, which with Porinju Veliyath expresses his views and ideas on Value Investing and opines on current affairs actively on Books [ ] • Ohariyiloode Engane Nettam Koyyam (Complete step-by-step guide to share market and investing) - 2008 by Dhanam Publications Personal life [ ] He has 3 children, Shilpa, References [ ] • moneyexcel.com. MoneyExcel – Personal Finance Website Blog . Retrieved 8 July 2017. • . Retrieved 8 July 2017. • www.forbesindia.com. Forbesindia.com . Retrieved 9 July 2017. • www.forbesindia.com/. Forbesindia.com . Retrieved 8 July 2017. • economictimes.indiatimes.com . Retrieved 8 July 2017. • economictimes.indiatimes.com . Retrieved 8 July 2017. • economictimes.indiatimes.com . Retrieved 8 July 2017. • www.newindianexpress.com. New Indian Express . Retrieved 8 July 2017. • www.financialexpress.com. The Indian Express [P] Ltd . Retrieved 9 July 2017. • niveza.in. Niveza Editorial Desk . Retrieved 14 May 2019. • economictimes.indiatimes.com. Bennett, Coleman & Co. Ltd. • ^ a b www.thehindubusinessline.com. The Hindu Business Line. 28 July 20...

Revised: Porinju Veliyath: This Kochi

Kochi-based investor Porinju Veliyath believes that the next 20 years will be the rising phase of India in the global economic landscape. In his letter to investors, the founder and CEO of PMS firm Equity Intelligence said that India should breakout with substantially higher per capita GDP and bring a prosperity of immense proportion. “Nifty and Indian equities, in general, would have even more stupendous rise on the back of potential much faster economic growth and corporate earnings,” he said. To convince investors to think and stay invested for long, Veliyath highlighted that Warren Buffet once said that nobody buys a farm based on whether they think it’s going to rain next year. They buy it because they think it’s a good investment over 10 to 20 years. “We hope that this one advice is taken home by a lot more Indians to generate generational wealth for their families over the next 10 to 20 years; especially when we see India rising. We hope our cumulative learnings and rising prosperity of India would help us generate even more wealth for our investors,” he said. From a few crores to Rs 1,700 crore assets under management, Veliyath said that Equity Intelligence has lived through multiple bear-bull cycles since 2003. This includes several elections and political turmoil, the global financial crisis of 2007-08, once in the century pandemic, several scams and frauds, among others. “The last two decades have seen the sentiment pendulum swing between greed and...

पोरिंजू को पसंद 3 शेयर, क्या आप करेंगे निवेश

हॉट स्टॉक्स, मार्केट्स पोरिंजू को पसंद 3 शेयर, क्या आप करेंगे निवेश वेलीयाथ के पोर्टफोलियो मैनेजमेंट सर्विस (PMS) में रेमेंड की सबसे ज्यादा हिस्सेदारी है। उन्होंने बताया कि वे इस कंपनी के शेयरों को तब से खरीद रहे हैं, जब इनकी कीमतें 350 से 400 रुपये के बीच थी। अभी उनके PMS और अल्टरनेविट इनवेस्टमेंट फंड (AIF) दोनों में रेमंड 4 फीसदी शेयर हैं। अभी इस शेयर में प्रति शेयर 1,600 से ऊपर कारोबार हो रहा है

Porinju Veliyath Portfolio 2023 【Equity Intelligence Portfolio】

Based in India, Porinju Veliyath is primarily an investor and fund manager. He owns and runs a fund management firm called Equity Intelligence India Private Limited where he handles and administers his portfolio and the portfolios of his firm’s investors. Most recently, the Economic Times has dubbed him as a small-cap czar for his company’s excellent market capitalization. Portfolio Period: Q1 – 13F Filing of 2023 Porinju Veliyath Portfolio Value: Rs. 147.90 Cr. Porinju Veliyath Stock Holdings Portfolio Stock Value (RS.) Shares % Change Ansal Properties & Infrastructure Ltd. 1.7 Cr 1,800,000 NEW Kovilpatti Lakshmi Roller Flour Mills Ltd. 81.9 L 60,000 NEW Thejo Engineering Ltd. 17.7 Cr 125,550 NEW Ansal Buildwell Ltd. 1.8 Cr 250,000 1.40% Kaya Ltd. 13.1 Cr 389,500 0.60% Shalimar Paints Ltd. 16.6 Cr 1,120,000 0% Lakshmi Automatic Loom Works Ltd. 60.2 L 7,000 0% Ashok Alco-Chem Ltd. 1.8 Cr 190,000 0% Kerala Ayurveda Ltd. 2.3 Cr 200,000 0% Priti International Ltd. 2.4 Cr 150,000 0% RPSG Ventures Ltd. 21.1 Cr 460,000 0% Max India Ltd. 4.6 Cr 450,000 0% Aurum Proptech Ltd. 17.9 Cr 1,435,000 0.00% Taneja Aerospace & Aviation Ltd. 4.4 Cr 290,000 0.00% Duroply Industries Ltd. 12.3 Cr 529,263 -0.20% TCM Ltd. 28.5 L 78,000 -0.30% Orient Bell Ltd. 28.4 Cr 543,512 -1.00% Hindware Home Innovation Ltd. - - Below 1% Archies Ltd. - - - Agro Tech Foods Ltd. - - - Emkay Global Financial Services Ltd. - - - Gati Ltd. - - - Lokesh Machines Ltd. - - - Som Distilleries & Breweries Ltd. - - - Sw...

Porinju Veliyath bets house on 3 stocks; feels they are undervalued even after a good run

Raymond, Tata Communications and Hindware Home Innovations have had a good run over the last year, but may have steam left as they are still undervalued according to value investor Porinju Veliyath. These three stocks account for 55 percent of Veliyath’s portfolio, the Kerala-based investor known for his small- and midcap bets, said in an interview to Moneycontrol. All these stocks have rallied anywhere between 60 and 80 percent over the last one year, with gains being maximum for Raymond and least for Hindware. In Veliyath's portfolio management service (PMS), Raymond is currently the largest holding. He emphasised that he has been acquiring shares of the company at prices ranging from Rs 350 to Rs 400. As of now, he holds over 4 percent of Raymond in both the PMS and alternative investment fund (AIF). The stock is currently trading at over Rs 1,600 per share. Despite negative sentiment surrounding the promoters, Veliyath believes that Raymond is a well-established brand with valuable assets and a widespread presence. Regarding Hindware Home Innovations, a company with a 67-year history, Veliyath described it as a prominent brand, possibly the leading brand in several verticals. However, he recently reduced his holdings in the company from nearly 16 percent to below 10 percent due to overexposure. He mentioned that these shares are held in individual portfolio accounts, making them challenging to track.   Tata Communication: A decadal compounder opportunity Tata Comm...

Porinju Veliyath entered Max India in Q3, likely exited multibagger HPL Electric

Porinju Veliyath has entered in one new counter in the December 2022 quarter, whereas the smallcap czar has signaled a potential exit from another one, the latest shareholding pattern suggests. According to the companies latest shareholding patterns submitted with exchanges, Porinju Veliyath has entered Max India and potentially exited HPL Electric & Power in the third quarter of the ongoing fiscal. Porinju Veliyath owned 4,50,000 equity shares or 1.05 per cent stake of Max India as on December 31, 2022. His name was missing from the key shareholders of the company in the preceding quarter. Max India is the holding company of multi-business conglomerate Max Group which owns and operates Max Healthcare, Max Bupa Health Insurance and Antara Senior Living. Max India's shares have jumped 35 per cent in the last six months. Porinju's name went missing from the key shareholder's list of HPL Electric & Power in the December 2022 quarter. He owned 8,10,000 equity shares or 1.26 per cent stake in the company through his EQ India Fund as of September 30, 2022. HPL Electric & Power's shares have zoomed over 100 per cent in the last six months. It is a multi-product electric equipment manufacturer with a wide range of products into domestic as well as international markets. Listed companies are obligated to share their shareholding pattern on a quarterly basis, specifically mentioning the investors which hold one per cent or more stake in the company. Porinju Veliyath is a Kochi, Kera...

Porinju Veliyath: Prestigious Value Stock Picker

Known as the "small-cap czar", Porinju Veliyath has proved himself to be a very good stock picker, as mostof his investment suggestions have shown bullish results. He gave investment advice in companies that others may not have thought would be profitable, but people who followed his decision were not left unsatisfied as they did enjoy the wealth maximization. But his investment success was not limited to small-cap firms; he was also a genius advisor when it comes to ultra large-cap firms like Reliance Industries. In 2016, he tweeted that the reliance industry with Jio will be able to go bullish, which was proved right because people are still earning on that particular investment. Usually, blue-chip companies don't move that fast with respect to wealth maximization, but Porinju Veliyath was able to see past this and went ahead with the buying decision. All this proves that the name that he has earned as an investor is because of his successful buy/sell decisions based on analysis irrespective of the market capitalization. Background of Porinju Veliyath Porinju Veliyath is a Kochi based investor and fund manager who runs a portfolio management company called Equity Intelligence India Pvt. Ltd. He was bornin a middle-class family on June 6, 1962. In his teen years, his family faced a financial crisis, and the situation became so serious that they had to sell off their house to repay loans. This made him make a promise to himself that he will find a job through which he can ...

How Porinju Veliyath made it big with small

As a person, I can’t get enough sleep without taking risks, saysPorinjuVeliyath, founder and portfolio manager of Equity Intelligence, who is 100% invested in equities.Veliyath, popularly known as the small-cap Czar, takes risky bets, including those on penny stocks, many of which have proved to be multi-baggers. But he is cautious about not replicating the same for clients invested in his firm’s fund. I have been keen to know about brands and companies since my college days. The fact that a few big corporations owned most of the wealth and the impact their products have in our lives always fascinated me. I used to read a lot about brands, companies and wealth back then. So, After my graduation, I boarded a train to Mumbai as it was the place to be for anyone who was interested in stock markets. Luckily, I got a job in Kotak securities under Uday bhai (Uday Kotak) and started my career in the BSE ring as a floor trader during the ‘open outcry’ trading days. When did serious investing start? It must have been in the late 1990s. I was lucky to be associated with Chandrakant bhai (Chandrakant Sampat) to execute his trades in the ring days. He is the one who taught me about value investing is and I owe him a lot for that. You might also like What motivated you to start your own investment management firm? I didn’t enjoy being in a crowded city like Mumbai and wanted to return to the serenity of my hometown. So, in 1999, I finally decided to quit from Parag S Parikh and come ba...