Siddharth Bhaiya was one of the most respected and quietly brilliant minds in the Indian stock market. Among serious investors, he was known as a small-cap and mid-cap wealth creator, someone who could identify high-quality businesses long before they became popular. He was the Founder, Managing Director, and Chief Investment Officer (CIO) of Aequitas Investment Consultancy, a boutique investment firm trusted by ultra-high-net-worth individuals and family offices.
Unlike market influencers or social-media investors, Siddharth Bhaiya stayed away from the spotlight. He believed in deep research, patience, and long-term thinking. His investment style was often described as contrarian—he invested when others were fearful and held businesses for many years. Sadly, his inspiring journey came to an unexpected end on 31 December 2025, when he passed away due to a sudden cardiac arrest during a family vacation in New Zealand. The news was officially confirmed by Aequitas on 2 January 2026, sending shockwaves across the Indian investing community.
| Attribute | Details |
|---|---|
| Full Name | Siddharth Bhaiya |
| Profession | Investor, Fund Manager |
| Qualification | Chartered Accountant (CA) |
| Known For | Small-cap & mid-cap investing, multibagger stock picking |
| Company | Aequitas Investment Consultancy |
| Designation | Founder, Managing Director & CIO |
| Experience | 25+ years in equity research & fund management |
| Based In | Mumbai, India |
| Age at Death | 47 Years |
| Net Worth (2026) | Not publicly disclosed (multi-crore estimated) |
| AUM Managed | ₹7,700 Crore (approx., 2025) |
| Investment Style | Long-term, contrarian, value + growth investing |
| Famous Investment | Avanti Feeds (near 100x return) |
| Previous Employers | Sushil Finance, Stratcap Securities, Principal PNB AMC, Nippon India Mutual Fund |
| Year Founded Aequitas | 2012 |
| Death Date | 31 December 2025 |
| Place of Death | New Zealand |
| Cause of Death | Sudden cardiac arrest |
| Public Image | Private, low-profile, highly respected investor |
| Legacy | One of India’s most trusted small-cap wealth creators |
Siddharth Bhaiya Net Worth 2026
Siddharth Bhaiya’s exact personal net worth was never publicly disclosed, as he was a very private individual. However, based on his career success and the scale of his firm, it is widely believed that he was financially very strong.
What we know for sure is that:
- Aequitas Investment Consultancy managed around ₹7,700 crore in AUM by 2025
- His firm delivered exceptional long-term returns, in some cases turning ₹1 crore into ₹25–28 crore
- Aequitas reported 34% CAGR over long periods, which is rare in the investment world
Given this performance and his ownership stake in the firm, Siddharth Bhaiya was undoubtedly a multi-crore net-worth individual, even though no official figure was ever shared. More importantly, he focused less on personal wealth and more on building a world-class investment institution.
Early Life and Background
Siddharth Bhaiya was a Chartered Accountant (CA) by qualification and spent over 25 years in equity research and fund management. He was based in Mumbai and was known among peers for his sharp analytical skills and calm temperament.
From early in his career, he showed a deep interest in understanding businesses rather than chasing stock prices. This foundation later became the core philosophy of Aequitas.
Career Journey in the Stock Market
Siddharth Bhaiya’s professional journey was built step by step, with strong credibility at every stage.
He began his career as a research analyst at Sushil Finance, where he learned the basics of equity research. He later worked at Stratcap Securities and Principal PNB AMC, gaining experience in institutional fund management.
His biggest career milestone came between 2005 and 2011, when he worked as a Fund Manager at Nippon India Mutual Fund (earlier Reliance Capital Asset Management). During this time, he became one of the youngest fund managers in the industry and earned a strong reputation for stock selection.
In 2012, he took a bold step and founded Aequitas Investment Consultancy. What started with just ₹10 crore of AUM grew into a ₹7,700 crore firm by 2025, purely through performance and word-of-mouth trust—no distributor network, no aggressive marketing.
Investment Style and Philosophy
Siddharth Bhaiya believed in:
- Long-term holding of quality businesses
- Investing in undervalued but high-growth companies
- Avoiding market noise and short-term trends
- Deep fundamental research over speculation
He was particularly famous for spotting small-cap multibaggers, such as Avanti Feeds, which delivered nearly 100x returns over time. In his later years, he openly warned investors about overvaluation in Indian markets, calling it a potential “bubble of epic proportions.”
Age and Personal Life
- Age at the time of death: 47 years
- Family: He was on a private family vacation when the tragedy occurred
Siddharth Bhaiya kept his personal life away from public attention. Details about his wife and children were never shared publicly, which reflected his belief that work should speak louder than personal publicity.
Aequitas and the Tragic Death
On 31 December 2025, Siddharth Bhaiya suffered a sudden cardiac arrest while vacationing in New Zealand with his family. He could not be revived. The official confirmation came on 2 January 2026, when Aequitas released a statement calling him:
“The driving force behind Aequitas — a visionary investor and institution builder.”
The news deeply shook Dalal Street. Leading investors and fund managers, including Sameer Arora and Vikram Khemka, paid tribute to him. Aequitas assured investors that the firm would continue operating under the same principles and that client capital remained safe.
Legacy and Impact
Siddharth Bhaiya’s legacy goes far beyond numbers. He proved that:
- You don’t need publicity to succeed
- Long-term discipline beats short-term excitement
- Integrity and patience can build massive wealth
For thousands of investors, he was not just a fund manager, but a teacher and inspiration. His absence will be felt deeply in the Indian investment ecosystem.
Siddharth Bhaiya’s life reminds us that true success is built quietly, over years, with honesty and conviction. While his sudden passing in 2025 was heartbreaking, his ideas, philosophy, and institution will continue to guide investors for decades. Indian stock markets have lost a rare mind—calm, brilliant, and deeply ethical.
