Porinju Veliyath

Porinju Veliyath is a prominent Indian stock market investor and the Managing Director and Portfolio Manager at Equity Intelligence India Pvt Limited, a SEBI-registered portfolio management firm he founded in 2002. He is widely recognized for his expertise in small-cap value investing and has built a reputation for identifying multi-bagger stocks early in his career, such as Shreyas Shipping and KRBL.13

Early Career

Veliyath began his professional journey in the stock market as a floor trader at Kotak Securities in 1990. He later transitioned to Parag Parikh Securities, where he served as a research analyst and fund manager from 1994 to 1999. This experience laid the groundwork for his investment philosophy and strategies.12

Investment Philosophy

Porinju Veliyath emphasizes simplicity in equity investment, advocating that overcomplicating the process can lead to underperformance. He believes that careful stock selection is crucial, stating, "One has to be very careful in picking stocks" and acknowledging that even experienced investors can face challenges, as seen in his investment in Selan Exploration, which yielded negative returns over three years.12

Education

He holds a Bachelor of Laws (LL.B.) degree from Govt Law College, Cochin, which complements his analytical skills in evaluating companies and their financial health.2

Current Role

As the founder of Equity Intelligence, Veliyath continues to manage portfolios with a focus on long-term value creation. His firm has gained recognition for its performance, particularly in the small-cap segment of the market.3 With over 30 years of experience in the financial sector, he remains an influential figure among retail investors and financial analysts alike.13