Established Credibility

  • Indian Securities Market Regulator, SEBI, registered & regulated ’Portfolio Manager’
  • Manage assets of Rs.1,118 cr, 590+ select premier clients in 23 countries worldwide
  • Partnered with Kotak Mahindra Bank, SEBI registered custodian & fund accountant, to manage clients’ ac with online view access

Client Centricity

  • Direct-to-Client Model & By-Invite only Approach
  • Customized and Client Centric Portfolios
  • Performance-based fee & Low cost structure

Investment Approach

  • Stated Objectives
  • Protect capital
  • Beat Fixed Deposit returns
  • Outperform Benchmark over 3-5 years
  • Focused Philosophy
  • Highly Profitable Consumer Franchise
  • Ethical & Passionate Management with Wise Capital Allocation Record
  • Buy ‘big’ at fair valuations
  • Proven Performance
  • Demonstrated track record of 12 years +
  • India’s Top Performing Portfolio Manager as per CY18 and CY19 Bloomberg Quint/ SEBI reports.
  • Client Retention Rate of 99.78% for 12 years +