Siddharth Bhaiya Net Worth: The sudden death of Siddharth Bhaiya, founder, managing director, and chief investment officer of Aequitas Investment, on December 31, 2025, has cast a pall over the Indian stock market. He was only 47 years old. The company announced on Friday that Siddharth Bhaiya had passed away in New Zealand, where he had gone on a holiday with his family. He suffered a sudden heart attack during this time. The company confirmed the tragic news in an official statement issued on January 2, 2026. The company said this loss is not only significant for Aequitas Investment but also for the broader investment community.
Siddharth Bhaiya Death: Who was ‘Siddharth Bhaiya’?
Among stock market professionals, Siddharth Bhaiya was a well-known and prominent name. Thousands of investors trusted his advice and market insights. The news of his death has sent a wave of shock through the investment world. Siddharth Bhaiya had over 20 years of experience in the stock market. He understood the market deeply and was known for making timely decisions. Siddharth Bhaiya was a Chartered Accountant. He was a calm, composed, and data-driven individual.
Career began at Nippon India Mutual Fund
Siddharth Bhaiya joined Nippon India Mutual Fund in 2005. He worked as a fund manager at Nippon India Mutual Fund for about seven years. He made a name for himself at a young age. In 2012, he started Aequitas Investment Consultancy. This company was created specifically for large, experienced investors. Siddharth Bhaiya was its Managing Director and Chief Investment Officer. Gradually, this company became a ₹7,700 crore PMS and AIF platform. The company became known for its small-cap and long-term investments. According to records, he delivered a 34% annual return and a total return of approximately 2800%. His dream was to make Aequitas a $1 billion institution by net worth.
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.
