Contents
This page contains important information relating to Porinju Veliyath. This page will be constantly updated to serve as a wiki or a quick guide to his activities on the stock market.
We will here track details relating to Porinju Veliyath’s latest stock recommendations, latest buys and sells, bulk deals, portfolio, PMS (Equity Intelligence), interviews etc
If any reader has any useful information on the subject, please post them in the comments section given below.
Background
Porinju Veliyath is the CEO and Fund Manager of Equity Intelligence (India), a portfolio management service.
He grew up in rural Kerala and comes from a very humble background. he has worked with brokerage firms in Mumbai called Parag Parikh, Kotak Securities and others and learnt the art and science of how to buy and sell stocks.
He is a value investor. He has identified several multibagger stocks early in his career such as Shreyas Shipping, Kitex Garments, KRBL etc. He is reported to have made crores for himself and his clients in multibagger deals.
Porinju now resides in Potta, a small place near Thrissur, Kerala.
He has a huge farm house where he grows paddy and a number of fruits and vegetables.
Porinju likes to share his stock ideas and tips with his followers and the public. Some of the stocks recommended by him have become multibagger stocks.
Farm
The farm is a sprawling property located in Potta, a village near Thrissur in Kerala.
The farmhouse is spread over several acres. The land is very fertile. There is plentiful supply of water. A number of crops can be grown at the farm such as mangoes, chikoo, jackfruit etc apart from a number of vegetables. There are also wild animals and birds on the farm. Peacocks and parrots are a common sight. There are also a couple of EMUs on the property.
The farmhouse has a huge swimming pool/ pond. The source of water for the pool/ pond is a natural spring which runs through the farm.
Car
Porinju is believed to have a Mercedes Benz car bearing the registration number KL 07 BN 606.
Equity Intelligence PMS
Equity Intelligence is a SEBI registered portfolio manager. It was incorporated in the year 2002.
The Fund has three key personnel, namely, Porinju Veliyath, the fund manager, Abhilash Varghese, the Director of Operations and Miriam Philip, the relationship manager.
As of 28th February 2017, the PMS has a net worth of Rs. 742.93 crore.
The break up of the number of clients and funds invested is as follows:
Nos of investors | Assets under management (Rs crore) | |
Individual Clients Resident | 817 | 466.01 |
Individual Clients Non Resident | 333 | 263.23 |
Corporate Clients Resident | 9 | 13.59 |
Individual Clients Non Resident | 0 | 0 |
FII | 0 | 0 |
GROSS DATA | 0 | 0 |
The auditors of the PMS Fund are M/s Varma & Varma, Chartered Accountants
Address and contact information of Equity Intelligent PMS
Address
5th Floor, Areekal Mansion,
Manorama Jn, Main Avenue,
Panampilly Nagar
Kochi – 682036
India
Phone
+91 484 6444699
Fax
+91 484 2323231
Email
info@equityintelligence.com
Website
equityintelligence.com
Address and contact information of auditors
Address
“Arden Ivy Court”,
Building No.53/333 A, B, C & D,
Off. Subash Chandra Bose Road,
Vytilla, Kochi 682019,
Kerala. India
Email: kochi@varmaandvarma.com
Web site: varmaandvarma.com
Phone numbers
+91 484 2302223
+91 484 2306129
+91 484 2306065
The Portfolio Manager Report of Equity Intelligence India Pvt. Ltd as per SEBI’s records as of Feb 2017 are as follows:
Discretionary Services
S.No. | Types of Clients | No of Investors | Net Assets under management as on (month ended : FEB-2017) | |||||||
Equity | Debt | Equity Derivative | Mutual Funds | Others | Total | |||||
Listed | Unlisted | Plain Debt | Stru. Debt | |||||||
(Rs. In Crores) | ||||||||||
1 |
Individual Clients Resident |
817 |
466.01 |
0 |
0 |
0 |
0 |
0 |
0 |
466.01 |
2 |
Individual Clients Non Resident |
333 |
263.23 |
0 |
0 |
0 |
0 |
0 |
0 |
263.23 |
3 |
Corporate Clients Resident |
9 |
13.59 |
0 |
0 |
0 |
0 |
0 |
0 |
13.59 |
4 |
Individual Clients Non Resident |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0.0 |
5 |
FII |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0.0 |
6 |
GROSS DATA |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0.0 |
Gross Sales in the month (amount in crores) |
Gross Purchases in the month (amount in crores) |
Portfolio Turnover Ratio (Cumulative Purchases / Funds under Portfolio) |
Performance of Portfolio manager as on month end in % (On weighted averate basis for all clients) |
Value of Assets managed under PF /EPFO (if any) (amount in crores) |
41.85 |
50.64 |
.07 |
6.9 |
0 |
Portfolio and share holding of Porinju Veliyath and Equity Intelligence PMS
The stocks held by the Equity Intelligence PMS in its portfolio is as follows (as disclosed by Porinju):
Stock | CMP (Rs) | YoY Gain (%) | Nos of shares held |
Lakshmi Vilas Bank | 161 | 81 | |
TCI | 200 | 50% | |
Hindustan Sanitaryware (HSIL) | 324 | 24 | |
Jubilant Life Science | 706 | 90 | |
Jubilant Industries | 315 | 95 | |
BBTC (Bombay Burmah Trading Corp) | 716 | 102 | |
Tata Global Beverages | 143 | 31 | |
Future Retail | 253 | – | |
Future Consumer | 28 | 32 | |
Bengal & Assam | 1306 | 202 | |
Vindhya Telelink | 646 | 5 | |
Emkay Global | 74 | 38 | |
Talwalkars | 228 | 12 |
Stock recommendations
Porinju has recommended the following stocks for investment
Stock | CMP (Rs) | Investment rationale |
Reliance Industries | 1258 | Stock is at an inflection point and will be a decent compounder |
Federal Bank | 85 | Mid-cap Bank is a good buy |
Lakshmi Vilas Bank | 162 | Stock is safe for investment |
Parag Milk Foods | 225 | Attractive valuations |
Kwality | 160 | Reasonable valuations |
Transport Corp (TC) | 200 | High quality mid-cap. Beneficiary of GST |
Hindustan Sanitaryware (HSIL) | 324 | Good management. Benefit of real estate revival |
BBTC (Bombay Burmah Trading Corp) | 716 | Holding company discount |
Future Retail | 253 | Ambitious plans |
Bengal & Assam | 1306 | Holding company discount |
Vindhya Telelink | 646 | Holding company discount |
Saksoft | 272 | Demonetisation beneficiary |
Datamatics | 135 | Demonetisation beneficiary |
Orient Bell Ceramics | 166 | GST Beneficiary |
Latest stock picks & Bulk deals
Information about the latest bulk deals will be collected and posted here.
(i) In a bulk deal, Equity Intelligence bought 212000 shares of Cimmco Ltd on 23rd March 2017. The price paid for each share is Rs. 69.95.
(ii) Some other famous bulk deals are those involving Kalyani Steels, Saksoft, Century Textiles, Virinchi Ltd, Tata Chemicals, Jubilant Life Sciences etc.
Family
Porinju has a son called Sunny.
Interviews
Smallcap czar Porinju Veliyath predicts a long bull market for India (ET)
Reliance may rise 20-25%; why investors must watch politics (moneycontrol)
Organised businesses to do better going forward (ET)
This Future stock has doubled but Porinju says it has more to go (moneycontrol)
An investment theme and top stock picks from Porinju Veliyath for calendar 2017 (ET)
Related Posts
He is a humble man and that is how he has come to this level. He shares his ideas openly in media and feels happy . He has blessings of god .i am sure he will become legend investor in times to come .i wish him all very best.
Impressed with Mr.Porinju, want to know more about investment oppurtunities in India/Kerala
I am from UAE
WOULD LIKE TO START MY JOURNEY WITH PORINJU. COULD YOU PLEASE ADVISE ME
Good study,good advice,required to be followed.
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