Porinju Veliyath-Investor | Investing Brilliance Decoded

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Porinju Veliyath

Table of Contents

“Wondering how Porinju Veliyath achieves investing brilliance? What are his investment philosophy and strategy secrets? What can his portfolio and holdings teach us? Let us address these questions in this article and share investment insights from Porinju Veliyath’s professionally crafted portfolio.

BullBearInvestor-Logo PROFILE
Name:
Porinju Veliyath
Born:
June 6, 1962
Birth Place:
Chalakudy village, Thrissur, Kerala, India
Nationality:
🇮🇳 Indian
Spouse:
Litty Thomas
Parents:
Not Known
Education:
LLB- Government Law College, Ernakulam
Profession:
Investor,Founder & Portfolio Manager- Equity Intelligence
Director-Arya Vaidya Pharmacy
Known For:
Ace Investor- " Small Cap Czar"
Net Worth:
208 Cr
Website:
equityintelligence.com

(Source: Wikipedia)

Introduction-Who is Porinju Veliyath?

The journey of Porinju Veliyath is one of those genuinely inspirational stories that exist in the world of stock market investing. Veliyath, who was born into hardship in Kerala, India, represents the phrase “from rags to riches.” Presently regarded as one of the most successful investors in India, his portfolio has experienced a remarkable growth of more than 2,000% over the last ten years due to his exceptional ability to identify profitable small-cap equities. For more than two decades, as the founder of Equity Intelligence, he has played a key role in creating enormous wealth for his investors.

Porinju Veliyath has developed into one of the leading advocates of value investing in the Indian markets over the years. Millions of people closely watch and learn from him on social media, and he is referred to as the “small cap czar” by mainstream media.

Early Life and Background of Porinju Veliyath

Porinju Vilayath was born on June 6, 1962, into a lower-middle-class family in Chalakudy village, Thrissur, near Kochi city. He came from a farming family; his mother stayed at home to raise him while his father was a farmer. Porinju Veliyath was born into a lower-middle-class family and faced many challenges in his early life, and they were forced to sell their home in order to pay off their debts.

With a humble background and facing the financial crunch, Porinju has been forced to start working at the young age of 16 to support his family. He initially joined as an accountant at a private firm for a monthly salary of Rs. 1000. Later, he switched jobs as a telephone operator at the Ernakulam telephone exchange. He joined the government law college to study law and finished his LLB degree along with his job. 

Investing Career of Porinju Veliyath

He was also very interested in the stock market since his college days; he used to keep track of the corporate developments happening in the financial markets. To follow his passion, he moved to Mumbai in the 1990s to learn more deeply about the stock market.

In 1990, he began his stock market career as a floor trader at Kotak Securities before moving on to Parag Parikh Securities as a research analyst and fund manager. He returned to his hometown of Kochi in 1999 and started Equity Intelligence in 2002 with the goal of providing professional fund management services. Since then, he has used Equity Intelligence to manage both his own and other investors’ portfolios.

Porinju veliyath has been recognized in Forbes India as one of the leading individuals who have generated significant wealth in the country. Additionally, he has been referred to as a “small-cap czar” by The Economic Times.

Investment Philosophy of Porinju Veliyath

Porinju Veliyath is regarded by many as one of the most distinguished, inspirational, and venerated figures in the financial industry. Porinju Veliyath investment method is based on a handful of fundamental principles:

  • His investment philosophy is value investing, which involves buying stocks at a discount to their intrinsic value or with a safety margin.
  • He favors businesses that are leaders in their fields or industries or that create out a place for themselves.
  • He seeks out businesses with strong competitive advantages, steady earnings growth, and sound fundamentals.
  • He prioritizes the business’s quality, management, and growth possibilities over pricing or valuation criteria.
  • When the market ignores stocks, is either not paying attention to them, or is out of favor. He buys them.
  • His investment strategy involves putting money into businesses that are going through good changes or transformations, such as reorganization, turnaround, merger, acquisition, or expansion.
  • He does not let noise in the market or short-term swings affect his long-term holdings of stocks.
  • His investment portfolio is diversified across numerous industries, topics, and market capitalizations.
  • Businesses with a lot of debt are something he stays away from. He stays away from businesses that have problems with corporate governance, are in difficulties with the law, or are dealing with regulatory concerns.

Apart from investment, he enjoys farming and participates in a variety of charitable initiatives. He has also been a long-time director of the Arya Vaidya Pharmacy, a renowned Ayurvedic institution. At his core, he is a passionate Indian who has a lot of faith in the country’s future success and wants to be a part of it.

Porinju Veliyath Portfolio

Porinju Veliyath’s portfolio net worth decreased by 7% this year, falling from Rs 225.85 to Rs 208.32 crores. According to the most recent corporate shareholdings declared, based on the information shared with the stock exchanges, these are shares that Porinju Veliyath owns.

Stock Name Quantity Held Holdings (%)
Aurum Proptech Ltd (AURUM)
3,235,000
4.5%
Kokuyo Camlin Ltd (KOKUYOCMLN)
1,010,100
1.0%
Duroply Industries Ltd (BOM: 516003)
546,263
6.5%
Orient Bell Ltd (ORIENTBELL)
543,512
3.7 %
Kerala Ayurveda Limited (BOM: 530163)
536,000
4.8%
RPSG Ventures Ltd.(RPSGVENT)
460,000
1.6%
Max India Ltd (MAXIND)
450,000
1.0%
Kaya Ltd (KAYA)
394,500
3.0 %
Arrow Greentech Ltd (ARROWGREEN)
159,332
3.7 %
Ansal Buildwell Ltd. (BOM: 523007)
150,000
2.0%
Ashok Alco-Chem Ltd (ASHOKALC)
140,000
3.0%
Centum Electronics Ltd. (CENTUM)
130,000
1.0%
P G Foils Ltd. (BOM: 526747)
125,000
2.1 %

Recently, Porinju Veliyath bought Kerala Ayurveda Ltd., thereby increasing their stake by 1.64%. Here is a list of the most recent stocks that Porinju Veliyath has bought and increased its stakes in. 

Stock Name Increase in Holdings (%)
Kerala Ayurveda Limited (BOM: 530163)
1.67%
Aurum Proptech Ltd (AURUM)
0.98%
PG Foils Ltd (BOM: 526747)
0.04%

Porinju Veliyath sold Duroply Industries Ltd. shares, reducing holdings by 0.58%. Here is a list of the most recent stocks that Porinju Veliyath has sold and lowered its stakes in. 

Stock Name Decrease in Holdings (%)
Duroply Industries Ltd (BOM: 516003)
0.58%
Orient Bell Ltd (ORIENTBELL)
0.02%

(Source: Trendlyne)

Conclusion

Porinju Veliyath is an exceptionally accomplished portfolio manager. He consistently provides customers with exceptional returns. For long-term gains, he integrates value, diversification, quality, change, and contrarian investing. His portfolio analysis offers significant insights that can be utilized to improve our investment skills. In the event that Veliyath’s story motivates you, I strongly advise you to learn more about investing. There are lots of resources at your disposal to get you started on your journey. If you are into inventing or long-term swing trading, it is possible for you to achieve your financial goals if you are persistent and dedicated.

Also, investors should approach the stock market with caution, understand the complexity, implement effective risk management methods, and diversify positions to distribute risk. Investors must be aware of market developments and adapt their strategies accordingly.

FAQ for Porinju Veliyath

Porinju Veliyath, who was born in Kerala, India, into poverty, is a great example of the term “from rags to riches.” He  is one of the most successful investors in the Indian markets. He is widely regarded as one of the most prominent, inspiring, and revered figures in the capital markets. 

Due to his ability to find profitable small-cap securities, his portfolio has grown by over 2,000% over the previous decade, making him one of India’s most successful investors. As the founder of Equity Intelligence, he has helped investors make millions for over two decades.

Over time, Porinju Veliyath has become a top-value investor in India. He is called the “small-cap czar” by mainstream media and followed by millions on social media.

Porinju Veliyath recently bought Kerala Ayurveda Ltd., increasing the stakes by 1.64%. Checkout the latest stocks that Porinju Veliyath bought and increased his stake in.

Porinju Veliyath is a top Indian investor. He is one of the most influential and beloved figures in the capital market. Thanks to his ability to identify profitable small-cap stocks, his investment portfolio has experienced remarkable growth of more than 2,000% in the past decade, establishing him as one of India’s most accomplished investors. With a track record spanning more than twenty years, he, as the founder of Equity Intelligence, has successfully assisted clients to make a lot of money.

Porinju Veliyath is the founder and portfolio manager for Equity Intelligence,an asset management company that has given its clients outstanding returns. Porinju Veliyath is renowned for his ability to identify undervalued and turnaround businesses that, in the long run, have the potential to become multi-baggers. These stocks are typically from the small- and mid-cap segments.

 

Disclaimer: This article about finance and investments contains material solely for educational purposes. It does not constitute investment advice. While we try to be accurate, we cannot guarantee that the information is appropriate or full. It is recommended that readers get advice from a licensed financial expert prior to making any investing decisions.

Videos for Ashish Kacholia-English

In this video, check out the story of Porinju veliyath early struggles, his investing style, his successes and mistakes, and, most importantly, what we can learn from him.

Videos for Ashish Kacholia-Hindi

Learn more about Porinju Veliyath’s inspirational life story, “From Rags to Riches.”

Videos for Ashish Kacholia-Malayalam

This story can inspire anyone who wants to invest in the stock market. Watch this Malayalam financial video to learn about Porinju Veliyath exciting life.

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