Lakewater Advisors - India Growth

Lakewater Advisors - India Growth

EQUITY MULTI CAP
The foundation of investment decisions is to buy the business, not the stock.
+8.80%
3Y annualised returns
+9.53%
Benchmark returns (NIFTY 50 Total Return Index)
Launch date
20 Jun '19
Total AUM
₹37.70Cr
Min. investment
₹50,00,000
Benchmark
NIFTY 50 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity98.0%
Cash2.0%
₹38Cr
Equity market cap split
Large Cap50.6%
Small Cap28.7%
Mid Cap10.9%
₹37Cr
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

PS
Pankaj Singhania
Co-founder & Fund Manager
View details

About
Co-founder & Fund Manager Mr.Pankaj Singhania, a Chartered Accountant, Cost Accountant and a Former Civil Servant, always had a distinctive knack for analysing company fundamentals in tandem with management credentials and collating it with the legal framework. His vast experience in Corporate Assessment, International Taxation,, Investigation, System scrutiny etc made him see companies through a very close lens of statutory legislation and corporate governance norms. He has an intricate experience of policy making, and how policy changes impact corporates at a much deeper and latent level. His confluence of macro and micro vision, rich experience of more than 25 years and close encounters with corporate who's who, has crystallized in the form of seasoned investment insights & strategies which surpass the market dynamics to an entirely different level.
Experience
More than 25 years of experience in corporate assessment, taxation, and policy making.
Investment philosophy
Analyzing company fundamentals and corporate governance through a legal and policy framework.
Awards
  • A former Civil Servant, Chartered Accountant, and Cost Accountant with seasoned insights into how policy changes impact corporates at a deep level.
PMS house
Lakewater Advisors Pvt Ltd
Lakewater Advisors Pvt Ltd
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