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

Porinju Veliyath Holdings Latest

Porinju Veliyath Wiki, Bio

This page is the wiki or bio about 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, holdings, PMS (Equity Intelligence), interviews etc

If any reader has any useful information on the subject, please post them in the comments section given below.





Porinju Veliyath Portfolio holding as of November 2018

The latest portfolio and holdings of Porinju Veliyath and his Equity Intelligence PMS Fund as of November 2018 is as follows:

Stock NameCMP (Rs)% ChangeP/E RatioNos of sharesValue of portfolio% of Portfolio
LEEL Electricals Ltd73.71.1#N/A33,80,345₹24,91,31,4277.92%
Sarda Plywood Industries Ltd86.24.87#N/A1,58,725₹1,36,82,0950.43%
Eastern Treads Ltd
481.48#N/A1,00,000₹48,00,0000.15%
Raunaq EPC International90.9014.2950,000₹45,45,0000.14%
Kerala Ayurveda Limited
82.853.05#N/A1,40,000₹1,15,99,0000.37%
Emkay Global Financial Services Ltd100.52.299.683,00,000₹3,01,50,0000.96%
Talwalkars Better Value Fitness Ltd50.75-4.9611.393,40,000₹1,72,55,0000.55%
Palash Securities Ltd37.60#N/A1,00,949₹37,95,6820.12%
VA Tech Wabag287.53.4211.5427,30,000₹78,48,75,00024.95%
Kaya Ltd739.22.83#N/A20,00,000₹147,84,00,00047.00%
TOTAL NET WORTH₹314,53,31,884100.00%

Kaya Ltd, which is promoted by Marico, is the largest single holding in the portfolio.

As of 30th September 2018, the holding stands at 20,00,000 shares and is valued at Rs. 147.84 crore.

Va Tech Wabag is also a high-conviction stock pick in the portfolio.

The holding of Va Tech Wabag as of 30th September 2018 is 27,30,000 shares valued at Rs. 78.48 crore.

Yet another large holding in the portfolio is LEEL Electricals. The number of shares held is 32,76,040 and the investment is worth Rs. 24.91 crore.

Unfortunately, a large number of shares in the portfolio are held in the names of the clients of the Equity Intelligence PMS Fund.

These holdings are not required to be reported to the stock exchanges if they do not exceed 5% of the equity capital of the company.

Porinju Veliyath 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

He has recently recommended two stocks named Godrej Properties and Oberoi Realty for investment. The research report of both stocks is available for download.

He has also recommended an investment in hotel stocks for 2019.

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.

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 30th October 2018, the PMS has a net worth of about Rs. 1200 crore.

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

Performance of Equity Intelligence PMS Fund

The Equity Intelligence PMS Fund is not faring well because several stocks in the portfolio such as Kaya Ltd, LEEL Electricals and Va Tech Wabag have lost large part of their valuation.

According to Bloomberg, Equity Intelligence India was the next worst performer for September 2018 and has given a negative 41.8 percent return year-to-date.

The AUM (Assets Under Management) of Equity Intelligence India as per SEBI’s records as of September 2018 stands at Rs. 1246.2 crore.

Net worth

The net worth of Porinju Veliyath is about Rs. 100 crore.

We can make this estimate of his net worth based on the stocks held in his portfolio.

The AUM of Rs. 1246.2 crore of the Equity Intelligence PMS Fund will also contribute to the net worth of Porinju Veliyath because he is entitled to change management fees based on the AUM and the performance of the fund.




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.

Family

Porinju’s wife is named Litty.

He has a son named Sunny and a daughter named Shilpa.

Porinju Veliyath Family

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)



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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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