Invests in companies where service plays a key role and selectively in those undergoing a significant transformation.
+21.31%
3Y annualised returns
+11.20%
Benchmark returns (NIFTY 50 Total Return Index)
Launch date
13 Aug '18
Total AUM
₹311.32Cr
Min. investment
₹50,00,000
Benchmark
NIFTY 50 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity100.0%
Cash0.0%
Equity market cap split
Large Cap58.6%
Small Cap33.5%
Mid Cap7.6%
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
0.00%
PMS management
RK
Rajesh Kumar Tiwari
Founder, CCSPL
View details
About
Over 3 decades of experience in banking, equity and debt investments Established CCSPL in 2008. Acted as the advisor to Acacia Partners, one of the largest FIIs in India (Ruane Cunniff & Goldfarb) between 2010 to 2017 for the India equity portfolio over USD 2 billion Prior to starting CCPL, Mr. Tiwari was President (Credit) at UTI / Axis Bank. During his 7 years stint, he led expansion of the bank’s corporate credit portfolio from INR 1500 crores to INR 32,000 crores, simultaneously reducing NPA percentage from 6.50% to 0.30%. At UTI / Axis Bank, he led the turnaround of the corporate credit business of the bank to a quality and market leadership position. Between 1992 to 2001, Mr Tiwari spent 9 years at Unit Trust of India (UTI) where he pioneered and led professional equity research. He is also credited with turning around the India Fund to make it reach the top quartile among Indian offshore funds. He was a part of initial team from IDBI that established the SEBI in 1988. Mr. Tiwari hold PGDM (IIM-A) and Ph. D. (Finance) from University of North Texas Co – founder of Lumens and director of Micasa Education Pvt. Ltd. that runs K-12 schools under the brand name ‘Lumens School’. Its first school was established in 2011 at Vapi, which now has over 600 students and has become known for its quality of education.
Experience
Over three decades of experience in the financial services industry.
Investment philosophy
Specializes in banking, equity research, and debt investments.
Previously worked at
UTI / Axis Bank
Unit Trust of India
IDBI
Awards
Expanded a corporate credit portfolio from INR 1500 Cr to 32,000 Cr at UTI/Axis Bank while reducing NPAs. Led the turnaround of the India Fund to a top-quartile performer and pioneered professional equity research at UTI.