Siddhartha Bhaiya Passes Away: Siddhartha Bhaiya, the founder and managing director of Aequitas Investment Consultancy, passed away suddenly on December 31, 2025. He suffered a sudden cardiac arrest while on vacation with his family in New Zealand. He was only 47 years old. His death has sent shockwaves through the Indian stock market and investment community. His company, Aequitas Investment Consultancy, confirmed his passing. His sudden demise has deeply saddened the investment world.

An official statement from Aequitas Investment Consultancy said Siddhartha Bhaiya’s passing is not just the loss of a leader but also the loss of a man who cultivated a culture of thoughtful, disciplined, and honest investing. The company said it will continue to operate with the same values ​​and long-term vision.

Siddhartha Bhaiya founded Aequitas Investment Consultancy in 2012. Before that, he worked as a fund manager at Nippon India Mutual Fund for about seven years. He was a chartered accountant by profession, and his market perspective was considered unique among investors. The India Opportunities Fund, which he manages, has consistently ranked among the top-performing PMS funds in the country. This fund delivered a CAGR of approximately 34 per cent and an absolute return of nearly 2,800 per cent, which is considered a 28-fold return in the investment world.

Statement on SIPs
His statement regarding SIPs (Systematic Investment Plans) was also widely discussed. He had said that the current era is not about SIPs but about SWT – Systematic Wealth Transfer, where the regular investment amounts of the middle class are coinciding with the share sales by promoters. Aequitas, in its statement, said that Siddhartha Bhaiya was not just an investor but an institution builder who believed in intellectual integrity, discipline, and long-term thinking.