Porinju Veliyath Wiki, Latest Portfolio, Holdings, Stock Picks, Recommendations

Porinju Veliyath Holdings Latest

Porinju Veliyath Wiki, Latest Portfolio, Holdings, Stock Picks, Recommendations
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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

Porinju Veliyath Holdings

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)



Comments (13)

  1. Vinod jain

    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.

    Reply
  2. Vijayan A.Madhavan

    Impressed with Mr.Porinju, want to know more about investment oppurtunities in India/Kerala

    I am from UAE

    Reply
  3. K.KOTESWARA RAO

    WOULD LIKE TO START MY JOURNEY WITH PORINJU. COULD YOU PLEASE ADVISE ME

    Reply
  4. Mohd.Khalid.Khan.

    Good study,good advice,required to be followed.

    Reply
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