Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
13 Dec '19
Total AUM
₹25.90Cr
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
2.00%
PMS management
SD
Sandeep Daga
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About
A Mid-market focused individual having 25 years of India-centric public and private equity investing experience. He occupied board positions on listed and PE funded companies as an Independent Director. Previously, Partner at Frontline Ventures and Head of B2B Investments at ICICI Ventures. He holds an MBA in Finance from NMIMS, Mumbai and a Bachelors in Engineering from Amravati University. He has a strong network of relationships in the corporate and financial world.
Experience
25 years of public and private equity investing experience in India.
Investment philosophy
Specializes in mid-market, India-centric public and private equity investing.
Previously worked at
Frontline Ventures
ICICI Ventures
Awards
Served as an Independent Director on the boards of listed and private equity-funded companies.
PK
Pragati Khadse
Fund Manager
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About
22+ years of public market investing experience across sectors. Previously with JP Morgan Services, Citi Investment Research & IIFL Institutional Equities .MBA Finance, IIM-C, BE from Amravati University.
Experience
Over 22 years of experience in financial market investments.
Investment philosophy
Expertise in public market investing across various sectors.
Previously worked at
JP Morgan Services
Citi Investment Research
IIFL Institutional Equities
KS
Kunal Sabnis
Fund Manager
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About
14+ years of experience public market investing in buy and sell side roles. Previously with VEC Investments in a sector agnostic role focused on mid and small caps. MBA Finance from Mumbai University and CFA Charter holder from CFA Institute, USA.
Experience
Over 14 years of experience in public market investing.
Investment philosophy
Sector-agnostic investing with a focus on mid and small caps.
Previously worked at
VEC Investments
Awards
Holds an MBA in Finance from Mumbai University and is a CFA Charterholder from the CFA Institute, USA.