To generate consistent sustainable wealth for clients by investing their hard-earned income.
+31.08%
3Y annualised returns
+14.94%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
08 Jan '20
Total AUM
₹370.96Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity99.7%
Cash0.3%
Equity market cap split
Small Cap62.1%
Mid Cap30.6%
Large Cap7.1%
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
AG
ANIRUDH GARG
Founder & Fund Manager, InvAsset
View details
About
Anirudh Garg stands at the forefront of financial innovation as the architect of InvAsset. His academic credentials include a Bachelor of Business Studies from Shaheed Sukhdev College and a Masters in Investment Management from the ICMA Centre. Anirudh's foray into the financial world began at his family's proprietary desk established in 1992, with his journey taking a significant turn in 2007. Navigating through the challenging financial landscape of 2008, he gained invaluable insights into the intricacies of market dynamics. His extensive research between 2008 and 2010, which involved in-depth conversations with a diverse range of investors, culminated in the creation of InvAsset Aid. This pioneering algorithm, developed over three years and rigorously tested since 1987, is at the heart of his investment philosophy, emphasizing forward-looking market analysis, bias reduction, and the critical balance of alpha preservation and generation. The successful application of this algorithm from 2013 onwards in managing proprietary funds led to the establishment of InvAsset in 2020. Today, InvAsset boasts the management of 500 crore in proprietary funds and 250 crore in client assets, showcasing Anirudh's exceptional expertise and the effectiveness of his innovative investment strategies
Experience
Over 15 years of experience in financial markets, beginning in 2007.
Investment philosophy
Specializes in algorithmic, forward-looking market analysis and alpha-focused investment strategies.
Previously worked at
Family Proprietary Desk
Awards
Developed the proprietary 'InvAsset Aid' algorithm for market analysis. Successfully managed proprietary funds using this algorithm since 2013, leading to the establishment of InvAsset in 2020.