Introduction
Porinju Veliyath is an Indian investor and fund manager. He manages his own portfolio and the portfolios of investors in his fund management firm Equity Intelligence India Private Limited. He has been called a small-cap czar by The Economic Times.
Early Life
Porinju Veliyath started his career in Mumbai as a floor trader with Kotak Securities in 1990.[12] Later he joined Parag Parikh Securities in 1994 where he worked as research analyst and fund manager until 1999, when he moved back to Kochi. In 2002 he founded Equity Intelligence, a fund management firm focused on Value Investing in Indian Equites.
He is also a director with Arya Vaidya Pharmacy, which with Hindustan Unilever Limited (HUL) has created a range of Ayurvedic personal care products under the ‘Lever Ayush’ brand.
Porinju Veliyath expresses his views and ideas on Value Investing and opines on current affairs actively on Twitter and has over 1,000,000 followers.
Portfolio
Porinju V Veliyath publicly holds 19 stocks with a net worth of over Rs. 218.6 Cr.
| S.No. | Company | % Holding | Value (in crores) |
| 1 | Agro Tech Foods Ltd. | 1.06 | 24.85 |
| 2 | Ansal Buildwell Ltd. | – | 0 |
| 3 | Archies Ltd. | – | 0 |
| 4 | BCL Industries Ltd. | – | 0 |
| 5 | Duroply Industries Ltd. | 3.10 | 2.54 |
| 6 | Eastern Treads Ltd. | 1.91 | 0.42 |
| 7 | Emkay Global Financial Services Ltd. | – | 0 |
| 8 | HPL Electric & Power Ltd. | 1.26 | 5.40 |
| 9 | Kaya Ltd. | 1.34 | 8.37 |
| 10 | Kerala Ayurveda Ltd. | 1.33 | 0.96 |
| 11 | Praxis Home Retail Ltd. | 1.06 | 3.39 |
| 12 | RPSG Ventures Ltd. | 1.74 | 33.52 |
| 13 | Shalimar Paints Ltd. | 2.21 | 12.80 |
| 14 | Som Distilleries & Breweries Ltd. | – | 0 |
| 15 | Zee Media Corporation Ltd. | – | 0 |
| 16 | Orient Bell Ltd. | 4.82 | 25.08 |
| 17 | Ashok Alco-Chem Ltd. | 3.94 | 1.71 |
| 18 | Digicontent Ltd. | – | 0 |
| 19 | GATI Ltd. | 1.02 | 19.89 |
| 20 | Somany Home Innovation Ltd. | 1.63 | 47.00 |
| 21 | Thejo Engineering Ltd. | 1.39 | 16.64 |
| 22 | Danlaw Technologies India Ltd. | 1.15 | 1.03 |
| 23 | Iris Business Services Ltd. | 1.04 | 2.56 |
| 24 | Cupid Ltd. | 1.27 | 3.62 |
| 25 | Mcdowell Holdings Ltd. | 2.14 | 4.18 |
| 26 | Swelect Energy Systems Ltd. | 1.12 | 4.23 |
Books
Ohariyiloode Engane Nettam Koyyam (Complete step-by-step guide to share market and investing) – 2008 by Dhanam Publications.
Conclusion
Porinju yelipath is a leading stock market advisor and has multiple holdings in diverse shares. He is very popular among youngsters as his twitter following is evident of it.
