Home Star Investors Latest Porinju Veliyath Portfolio (2025): Networth & Top Stocks

Latest Porinju Veliyath Portfolio (2025): Networth & Top Stocks

Porinju Veliyath is one of India’s most respected investors, with a net worth of ₹212.88 cr and investments in 9 companies across various sectors. He began his career as a floor trader at Kotak Securities in 1990, then went on to establish his own Portfolio Management Services (PMS) firm, Equity Intelligence India, in 2002. It showcases his in-depth financial knowledge and expertise in managing high-potential investments. Let’s find out the stocks in Porinju Veliyath’s portfolio, sector-wise distribution, his net worth and investment strategy.

Porinju Veliyath Latest Portfolio

Porinju Veliyath manages a diversified portfolio of small- and mid-cap companies across various sectors. As of the latest data, Porinju Veliyath’s portfolio includes these 9 stocks.

Company NameJune 2025 % ShareholdingValue in cr.
Aurum Proptech Ltd6.5981.25
RPSG Ventures Ltd1.3940.02
Kerala Ayurveda Ltd4.5125.77
Orient Bell Ltd4.6121.76
TAAL Enterprises Ltd1.716.29
Kokuyo Camlin Ltd1.0111.58
Duroply Industries Ltd5.549.68
Sundaram Brake Linings Ltd1.273.9
Aeonx Digital Technology Ltd2.612.63

Disclaimer: Please note that the above table is for educational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Stock Screener and is subject to real-time updates.

Who is Porinju Veliyath?

Porinju Veliyath is a well-known Indian investor, recognised for his expertise in spotting high-potential small-cap and mid-cap stocks. He began his career as a floor trader at Kotak Securities in 1990, gaining hands-on experience in the stock market. In 1994, he joined Geojit Financial Services, working under C.J. George, where he learned portfolio management and stock analysis.

In 2002, he founded his own firm, Equity Intelligence India Pvt. Ltd., a Portfolio Management Services (PMS) company. This venture highlights his financial knowledge and ability to manage high-potential investments.

Porinju follows a value investing philosophy, focusing on undervalued companies with strong fundamentals, solid management, and robust business models. 

Overview of Top Stocks in Porinju Veliyath Portfolio

  • Aurum Proptech Ltd: Aurum Proptech operates in India’s real estate sector and delivers technology-driven solutions for property development, management, and digital platforms. These solutions improve efficiency and enhance customer experience.
  • RPSG Ventures Ltd: RPSG Ventures invests in sectors like energy, retail, and consumer services. It focuses on growth-oriented businesses and generates long-term returns through diversified investments across India.
  • Kerala Ayurveda Ltd: Kerala Ayurveda produces Ayurvedic healthcare products and wellness solutions. It combines traditional Indian medicine with modern quality standards to serve customers in India and international markets.
  • Orient Bell Ltd: Orient Bell manufactures ceramic tiles and building materials in India. It provides decorative, functional, and durable flooring and wall solutions for both residential and commercial projects.
  • TAAL Enterprises Ltd: TAAL Enterprises manufactures automotive components such as gear systems and transmission parts. It caters to OEMs and industrial vehicle sectors across India with a strong focus on quality and reliability.

Porinju Veliyath Portfolio: Sector-Wise Holding 

Here is a snapshot of sector-wise holdings in Porinju Veliyath’s portfolio:

Here are some insights into the key sectors he invests in, along with the factors supporting their growth

  • Real Estate / PropTech: Rapid urbanisation, infrastructure development, and high demand for residential and commercial properties support the growth of India’s real estate and PropTech sector. The market is projected to reach $845.7 bn by 2030, creating strong growth opportunities.
  • Healthcare / Ayurveda: Rising health awareness, expanding insurance penetration, and government initiatives drive growth in India’s healthcare and Ayurveda sector. The market is expected to reach $638 bn by 2025, showing strong potential for wellness and healthcare-focused companies.
  • Automotive Components: Higher vehicle production, electric vehicle adoption, and exports fuel growth in India’s automotive component sector. The industry generates a turnover of $80.2 bn and is projected to grow 7–9% by FY26, supported by innovation and manufacturing demand.
  • Building Materials: Urbanisation, large infrastructure projects, and demand for sustainable materials increase demand for the building materials sector. India’s market is expected to reach $64.04 bn by 2033, reflecting steady growth and rising opportunities in construction and interior solutions.
  • Diversified Ventures: Investments across multiple industries mitigate risk and capture growth in emerging sectors. Strategic investments and innovation help companies like RPSG Ventures Ltd. leverage opportunities in energy, retail, and consumer services.

Porinju Veliyath Net Worth Trend

As of June 2025, Porinju Veliyath’s net worth stands at ₹213.59 cr. Over the years, his wealth has seen ups and downs due to market fluctuations. Despite these changes, his long-term value investing approach and carefully selected portfolio through Equity Intelligence have helped him build significant wealth over time.

Porinju Veliyath Portfolio Stocks Added 

Between June 2024 and June 2025, Porinju Veliyath made selective changes to his portfolio. One newly added stock is Sundaram Brake Linings Ltd., while he also increased his shareholding in several other companies. Here is a breakdown of it below:

Company Name% Increase in Holding
Aurum Proptech Ltd.1.69
TAAL Enterprises Ltd.0.42
Sundaram Brake Linings Ltd.1.27

Porinju Veliyath Portfolio Stocks Sold 

Between June 2024 and June 2025, Porinju Veliyath reduced his positions in some companies and completely sold his shares in others. Here are the companies where he sold or reduced his shareholding:

Company Name% Decrease in Holding
Aeonx Digital Technology Ltd.-0.43
Kerala Ayurveda Ltd.-0.67
Ansal Buildwell Ltd.2.03 (completely sold)
Centum Electronics Ltd.1.01 (completely sold)
Kaya Ltd.2.94 (completely sold)
Max India Ltd.1.04 (completely sold)
PG Foils Ltd.1.06 (completely sold)
Mitsu Chem Plast Ltd.1.47 (completely sold)

Porinju Veliyath Investment Strategy

  • Value Investing Focus: Porinju follows a value investing strategy, focusing on undervalued stocks. He looks for companies that trade below their intrinsic value, with strong potential for long-term growth. 
  • Contrarian Approach:  Porinju often takes a contrarian approach by investing in overlooked or unpopular sectors. He believes these companies will outperform once the market sees their true value. This allows him to take advantage of market inefficiencies.
  • Small- and Mid-Cap Focus: A Significant portion of Porinju Veliyath portfolio includes small- and mid-cap stocks. These companies are in the growth phase and often have more volatility. However, they offer higher growth potential. He believes that, with proper analysis, smaller companies can deliver multibagger returns over time.
  • Thorough Research and Fundamental Analysis:  Porinju spends significant time on research and fundamental analysis. He evaluates a company’s financial health, management quality, and growth potential to pick stocks with strong prospects that can weather market ups and downs.
  • Long-Term Investment Horizon:  Porinju believes in a long-term investment horizon. Instead of seeking short-term gains, he focuses on stocks that will grow over the long run. His approach often means holding onto stocks even through market fluctuations, trusting their intrinsic value will eventually show.
  • Diversification and Sectoral Allocation: To reduce risk, Porinju diversifies his portfolio across various sectors. This strategy helps ensure he is not overly exposed to any one industry. Porinju Veliyath portfolio includes sectors like real estate, healthcare, automotive, and building materials, among others.

To Wrap It Up..

Porinju Veliyath’s investment strategy focuses on value investing, identifying undervalued small- and mid-cap stocks with strong growth potential. His contrarian approach and long-term perspective have helped him navigate market fluctuations successfully. While his strategy has proven effective, investors must remember to conduct their own research and not blindly follow someone else’s portfolio, as everyone has their own risk tolerance and financial goals.

Frequently Asked Questions on Porinju Veliyath Portfolio

1. Who is Porinju Veliyath?

Porinju Veliyath is a renowned Indian investor and the founder of Equity Intelligence India Pvt. Ltd. Over the years, he has built a reputation for his contrarian investment strategies and long-term vision.

2. What is Porinju Veliyath’s portfolio in 2025?

Porinju Veliyath’s portfolio in 2025 includes a mix of small- and mid-cap stocks across various sectors like real estate, healthcare, automotive, and building materials. As of 19th September 2025, his portfolio consists of 9 active stocks.

3. What is Porinju Veliyath’s net worth?

As of June 2025, Porinju Veliyath’s net worth stands at ₹213.59 cr, largely built through his investments in high-potential small- and mid-cap stocks. His holdings reflect a steady increase in wealth over time, driven by a disciplined investment approach.

4. What are some of Porinju Veliyath’s top stocks?

Some of the top Porinju Veliyath stocks in his portfolio, where he has invested the most, include:
-Aurum Proptech Ltd.
-RPSG Ventures Ltd.
-Kerala Ayurveda Ltd.
-Orient Bell Ltd.
-TAAL Enterprises Ltd.
Disclaimer: Please note that the above list is for educational purposes only, and is not recommendatory.

5. How can I track Porinju Veliyath’s portfolio?

You can track Porinju Veliyath’s holdings and his latest portfolio through platforms like Tickertape. In addition, Tickertape’s stock screener allows you to analyse the stocks from the portfolio using more than 200 filters.