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)