A planter and patriot first, Porinju Veliyath has become a worth looking portfolio manager in Indian stock market investing arena. Through his company named Equity Intelligence, he has been running a portfolio management scheme (PMS) out of Cochin from 2002, in Kerala.
Porinju Veliyath started his career as a floor trader with Kotak Securities in 1990 and then worked with Parag Parikh Securities in the mid-β90s as an institutional dealer and a fund manager. He moved back to Kochi in 1998 where he worked with Geojit Securities till 2002 and then started Equity Intelligence, a portfolio management scheme aimed for value investing.
Porinju Veliyath chose Geojit Securities as his first value pick and acquired 5 percent of the company at a single digit price; the company had a market cap of around Rs 3 crore at the time. The share price has gone up to Rs 2,500 in the last 17 years. His other success was Shreyas Shipping which he identified at Rs 20 in 2012 and and booked most of the profits at its peak near Rs. 700.
Born with strong value-picking genes, the company has since grown into one of the leading portfolio managers in India. The company has strong client base from various income classes. Website claims that they manage the portfolios of some of the leading businessmen,successful professionals and even ordinary people.
The value of the portfolios we manage ranges from a few lakh rupees to many millions. In a 2018 interview Porinju Veliyath openly stated that his clients has got 32.76% CAGR for the past 14 years.
Porinju Veliyath Latest Stock Portfolio 2021
What Porinju Says About Stocks and Market
Budget Pick: Infra companies with healthy balance sheets, execution capabilities, and comfortable corporate governance standards. You can find many at attractive valuations in the small, mid-cap space.
— Porinju Veliyath (@porinju) February 1, 2021
Dec 2018:Look at the 52-week highs and today’s price, unbelievable? Wait for next Dec and check the 52-week lows and prevailing prices, trust me it would be equally unbelievable. Applies only to non-index, sound stocks
July 2017: Nifty: 5,000 to 10,000 in 10 years, next 5000 points will take only 2.5 years – though not much relevant to stock-pickers
April 2017: Don’t take cue from bulk deals, after the move. Look at India-relevant futuristic businesses, not in fancy (in plenty)
Jan 2017: Porinju Tweeted: Sustained FII selling won’t affect potential economic progress and corporate earnings
25 Feb 2016: Porinju Tweeted: Promoters making creeping acquisition these days at beaten-down-prices could be an indication to explore; be very selective!
20 Feb 2016: Porinju Tweeted: I sincerely apologise for my tweet on 2-Sept-15 & retracting negative comments on Veteran Market Guru, @AllJimRogers
19 Feb 2016: Porinju Tweeted: ‘Margin of Safety’ is mostly about valuation; not about buying good companies and fancied stocks at any price
16 Feb 2016: Porinju Tweeted: It is time to break your FD to stock-pick in world’s fastest growing economy; may be not to buy Nifty!
16 Feb 2016: Porinju Tweeted: Market could be Buy On Declines, going forward. I still believe 7500 is bottom for Nifty, don’t take anything below that seriously π
14 Feb 2016: Porinju Tweeted: India has been a Bull Market for last 26 years, will continue to be so for next 47 years; planning to retire at 100 if alive!
12 Feb 2016: Porinju Tweeted: Nifty below 7000 – No regrets as an investor; just feel more bullish than earlier, on Stock-Picking in world’s fastest growing economy!
10 Feb 2016: Porinju Tweeted: WOW, Nifty at new low! doesn’t mean anything technically & doesn’t change anything fundamentally for India; still worth Picking Stocks!
20 Jan 2016: Porinju Tweeted: Nifty at new low – understand pain of traders! Don’t see any reason for ‘Investors’ to panic. Remember, ‘discount sale’ won’t last long!
07 Jan 2016: Porinju Tweeted: Equity is most dynamic subject on earth! Nobody is an expert; be humble and keep learning!!
Anonymous
Add Arvind Infra to this list .. I don't know why you are not updating this list.. Please do .. We all depend on this.. This is a really awesome site by the way…
Hidden Gems
Done Mr Anonymous!!
Anonymous
What about NIIT , DLF and anant raj ind.
Unknown
great work
Unknown
NIIT,TCI,HSIL,TGBL- which one is a diamond?
Hidden Gems
You can go for TCI and HSIL
jits
Pls add om metals infra too in that list.
Speakingstocks
Please update Simran farms Holding. He is holding just 40000 shares now.
rash
add Globus spirits
Amit Patel
Brilliant site
Great collection of real gems!
Unknown
recently he bought ajmera reality at 140.50
Unknown
Kerala Ayurveda Ltd 1.63%
Unknown
NALCO???
Anonymous
ADD AJMERA REALITY
Unknown
Great work
Anonymous
How abt Archies…he is invested in Archies also
Unknown
Sahi se update karein terasoft bhi Nahi update hai
Anonymous
he also owns NIIT,TARA JEWELLS please update
Anonymous
Its alpa labs not alpha labs.
Thnx. God bless.
Geordie Job Pottas
He owns Selan now
ganesha
Please update the recent portfolios he has gone for.
Thank you
Unknown
i am his pms client he has more.ask me (dilipinfo2013@gmail.com)
BAJAJ ELECTRICALS,ZICOM,Dai-Ichi Karkaria,EROS,FINOLEX IND&CABLES,SAREGAMA,SRF…
Anonymous
in this video! why is this anchor not allowing him to complete his statement. typical NDTV
Harshad Mehta
Saregama seems to be his preferred pick in the media sector. Looks like a great buy at these attractive valuations.
Unknown
any update on KENNETH Andradae sir ?
Unknown
try to add details of stocks of
Jwalamukhi/westbridge capital fund
Basant maheshwari stocks
Anonymous
Is he holding J Kumar Infra?
Pls tell any one
Anonymous
porinju incresed stake in IZMO 215000
Unknown
Your portfolio is attractive sir
Unknown
Please add Talwalkars Better value Fitness Qty. 208679 @ 196.96 Date 05.04.2016
Unknown
His new entry in Cosyn @ 82 purchased 60000 shares
Unknown
His new entry in Cosyn (Css tech.)600000 shares@ 82
Dbb
Any idea @ approx what rate he holding SELAN & MBL INFRA ?
Unknown
Why ain't these portfolios of master's updated. All of them show holdings as on March 31, 2016. Earlier, this site used to update the portfolios every quarter.
S M R
How to get his holdings? any website n any queries need to be written? – Rao
Unknown
He bought 2 lakhs share of Cimmco.
Unknown
MBL Infra is solid pic
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