Invests in companies with predictable earnings in sectors with a tailwind, focusing on identifying the next big trend.
+16.16%
3Y annualised returns
+25.15%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
17 Feb '16
Total AUM
₹253.53Cr
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%
PMS management
BM
Basant Maheshwari
Co-founder & Fund Manager
View details
About
As a full time investor he brings with him 28 years of experience in stock market investing. He is a commerce graduate from St Xavier’s College, Kolkata and is a Cost Accountant. He has had a history of finding several multi-bagger stocks over the past decade, prominent one’s being Pantaloon Retail, Page Industries, Titan Industries, Hawkins Cooker, Gruh Finance, Repco Home Finance, Canfin Homes, Bajaj Finance and Avenue Supermarts. He is also an author of the bestseller book “The Thoughtful Investor”- A Journey to Financial Freedom through stock market investing. In 2006, he found an online portal www.theequitydesk.com a platform where investors discussed investing ideas and thoughts. From 2011 to 2015, he ran a very successful stock advisory services firm titled “Basant’s Corner” which had over 500 subscribers. Since February 2016, he has been working as a Co-founder and Fund Manager at Basant Maheshwari Wealth Advisers LLP, a SEBI registered Portfolio Management Service (PMS). The fund has assets under management of more than 300 crores and has received various accolades and awards for its superlative performance. He is a regular commentator on various media channels like CNBC TV18, ET Now, NDTV Profit, Bloomberg Quint, CNBC Awaaz and Zee BusinessThe March 2013 issue of Readers Digest featured him as part of their lead story titled “Secret of Self Made Millionaires”
Experience
Over 28 years of experience in stock market investing.
Investment philosophy
Specializes in stock market investing and identifying multi-bagger stocks.
Previously worked at
Basant's Corner
theequitydesk.com
Awards
Identified several multi-bagger stocks, authored the bestseller 'The Thoughtful Investor', and was featured in Reader's Digest's 'Secret of Self Made Millionaires'.