Our Mission is to ENRICH YOUR LIVES 
Our Aim
 is to help you FULFILL YOUR DREAMS

"The best thing a human being can do is to help another human being know more"

Charlie Munger

Equitiespedia is made up of the word “equities” (stocks and securities) represents collaboration with all that are involved - you, our employee and the founders, in the world of investment. The suffix “pedia” (means learning) symbolizes taking ownership in your learning journey.  In another word - we are here to work with you to learn the world of stocks and securities and wealth creation through proven methodologies, practiced by successful investors like Warren Buffett, Peter Lynch and many others.

Our favourite quotation is from Charlie Munger, Vice-Chairman of Berkshire Hathaway and a very close friend of Warren Buffett. He said "The best thing a human being can do is to help another human being know more".  With more than 50 years experience among us in wealth creation and management from various institutes, we want to reach out to as many people as we can, with programs that are as affordable as we can make it. We design our programs to cater for different spectrum of learning capacity and style.  We create tools to help our learners manage their investment with ease. Most importantly, we want to instil confidence into you by walking along side with you in your investing journey. 

Our key focus is education with the passion to expand your knowledge. Our objective is to help you maximise your learning experience in financial literacy and investing education. Our mission is to enrich lives so that you can fulfill your dreams.

Our Logo

Equitiespedia's Logo is represented by a tree with a man-like tree trunk spreading wide its branches.

Tree:  Symbolizes life and knowledge. This explains our key mission which is to enrich lives with knowledge.

Man-like tree trunk with arms spread:  Symbolizes man's dream fulfilled from the reward of his knowledge learned.

Equitiespedia Team

Get To Know The Founders

Puah Soon Lim, CFA

Soon Lim has more than 20 years of experience in the financial and investment industries. he also provides customized advice on optimal asset allocation.  Since 2008, he has participated actively in investment education and delivered on a series of popular workshops....


Peter Lai, CFA

Peter has more than 30 years of experience in investment consulting, treasury & asset management, corporate finance and securities trading. He was also formerly an Adjunct Associate Professor in the NUS Business School and still teaches short courses in SMU and NTU.... 


What Our Trainees Said About Us

From Applied Value Investing Work Shop - Batch 20

"I attended the 2-day Applied Value Investing seminar in Dec 2017 and found it to be very useful and educational for a newbie like myself. Both facilitators, Mr Puah and Prof Lai, are extremely knowledgeable, straight-forward and objective in their teachings. Both bring a wealth of experience to the class and I was assured that this was not another one of those talks that try to influence you into investing in a certain portfolio or stock. I appreciated their willingness and openness to share and ensure that we walked away understanding the various concepts and financial jargon. I enjoyed the case studies best and found them to be practical and relevant for application. I was also pleasantly surprised to learn that there were follow up webnairs arranged to provide additional support and resources to the class. I think this a great way to encourage new members and keep up the community spirit!"

Joanna Tan.


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