About Us

We are an asset management company serving family offices, HNI’s and retail investors since 2012. Since inception, Prudent Equity has focused on serving individuals, families and corporates by providing actionable advice on their equity investments.

We believe that intensive and elaborate research can generate exceptional investment returns.

Some of the key characteristics we look for in an investment are:

1) Capital Allocation - Management demonstrating prudent allocation of capital over the years.

2) Margin of Safety - Buying at significant discount to intrinsic value.

3) Corporate Governance - Run by ethical management that treats minority at par.

Investments are done in stocks that meet our strict investment criteria. We do not shy away from sitting on cash unless a security meets our proprietary investment criteria.

Our professional, certified team brings expertise and experience from various investment backgrounds. Our Chief Investing Officer brings 28 years of full-time proprietary investment experience.

Our Team

Siddharth Oberoi Founder & CIO


Siddharth Oberoi is the Founder and Chief Investing Officer at Prudent Equity. He brings with him 28 years of full-time investing experience. Over the last 12 years advising and managing public capital, under his guidance, Prudent Equity has been able to substantially beat the benchmark over each 3-year period.

Aman Soni Head of Operations

Aman, an MBA in Finance, possesses over six years of expertise in client relations, wealth management, compliance, investment operations, and recruitment. At Prudent Equity, he leads operational activities and collaborating with founders to strategize growth.

Diwakar Rana Fund Manager - PMS

Diwakar is the fund manager at Prudent Equity PMS division. He brings with him astute financial acumen and a track record of consistent equity returns. He is known for his strategic approach, market knowledge, risk assessment, and nimble decision-making. He has a reputation for generating alpha.

Aman Soni Head of Operations

Aman, an MBA in Finance, possesses over six years of expertise in client relations, wealth management, compliance, investment operations, and recruitment. At Prudent Equity, he leads operational activities and collaborating with founders to strategize growth.

Diwakar Rana Fund Manager - PMS

Diwakar is the fund manager at Prudent Equity PMS division. He brings with him astute financial acumen and a track record of consistent equity returns. He is known for his strategic approach, market knowledge, risk assessment, and nimble decision-making. He has a reputation for generating alpha.

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Bobby Kumar
Finance & Compliance
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Akash Singh
Research Analyst
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Gursidak Singh
Research Analyst
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Tejas Khandelwal
Research Analyst
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Himanshu Kanojia
Compliance Officer - PMS
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Bhavini Bhutani
Associate - PMS