Clearview Long Term Partners Fund

Clearview Long Term Partners Fund

EQUITY FLEXI CAP
Clearview Long Term Partners Fund: Our flagship investment approach catering to high net-worth individuals and institutions with investments predominantly in Indian equities
+10.35%
1Y annualised returns
+3.64%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
06 Dec '24
Total AUM
₹31.75Cr
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
0.00%
PMS management

VB
Vedant Bagry
Fund Manager
View details

About
Vedant Bagry has more than a decade of experience in the financial services domain across Investment Banking, Broking and Assurance. In his last role, he was working with J.P. Morgan in their Investment Banking division where he was advising top global Private Equity funds and large corporates on acquisitions, divestments and IPOs and was rated the top of his batch. He has been involved in deals totalling over ~US$12bn across financial services and infrastructure sectors. Vedant has an MBA from IIM Calcutta and B.Com (Hons) from St. Xaviers' College, Kolkata. He is also a CFA® Charterholder, Chartered Accountant and Company Secretary. Besides investing, Vedant is passionate about reading, travelling, cricket.
Experience
Over a decade of experience in the financial services domain.
Investment philosophy
Expertise in investment banking, advising on acquisitions, divestments, and IPOs.
Previously worked at
  • J.P. Morgan
Awards
  • Rated top of his batch at J.P. Morgan's Investment Banking division. Holds CFA, Chartered Accountant, and Company Secretary qualifications.

AV
Ayush Vimal
Chartered Accountant and Company Secretary
View details

About
Ayush Vimal has more than a decade of experience in the financial services domain across Investment Banking, Taxation and Assurance. In his last role, he was working in the Investment Banking team at Citi where he was advising top global Private Equity funds and large corporates on acquisitions, divestments and IPOs and was rated the top of his batch. He has been involved in advising on deals with a potential value of more than US$20bn across telecom, infrastructure and consumer sectors. Ayush has an MBA from IIM Ahmedabad and B.Com (Hons) from St. Xaviers' College, Kolkata. He is also a Chartered Accountant and Company Secretary. Besides investing, Ayush is passionate about reading, writing, swimming and is an ardent follower of Roger Federer
Experience
Over a decade of experience in the financial services domain.
Investment philosophy
Investment banking, taxation, and assurance across the telecom, infrastructure, and consumer sectors.
Previously worked at
  • Citi
  • IIM Ahmedabad
  • St. Xaviers' College, Kolkata
Awards
  • Rated top of his batch in the Investment Banking team at Citi. Holds an MBA from IIM Ahmedabad and is a qualified Chartered Accountant and Company Secretary.
PMS house
Clearview Capital Advisors Private Limited
Clearview Capital Advisors Private Limited
QR code to download the W app
Get W app
Scan QR to download
AndroidiOS
Explore PMS and other investment products
Track your net worth in one place
Get detailed analysis on your investments