Amaltas Strategic Opportunities Series 1

EQUITY

Amaltas Asset Management's disciplined value strategy combines deep research with economic analysis to find overlooked stocks. We target strong returns and price appreciation over 3–5 years, with a focus on active risk management.

+48.38%

1Y annualised returns

+2.98%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

29 Jul '25

Total AUM

₹5.93Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

Exit Load: 1 Year: NA, 2 Year: NA, 3 Year: NA

PMS management

CS
CHAITANYA SHAH
Investment Banker
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About

BITS Pilani grad (2014) and former JP Morgan Investment Banker in Mumbai & New York. Served as a lead analyst on over $1B in M&A, buyouts, and IPO transactions, specializing in North American Real Estate

Experience

Worked as an investment banker for JP Morgan in Mumbai and New York.

Investment philosophy

Specializes in North American Real Estate, M&A, buyouts, and IPO transactions.

Previously worked at