Asset Management Company India

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 13 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 Co-Fund Manager - AIF

Aman, an MBA in Finance, possesses over seven years of expertise in client relations, wealth management, and investment operations. At Prudent Equity, he plays a key role in investment operations while working closely with the founders to develop and execute growth strategies.

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.