Mix of top-down and bottom-up strategy and stocks will be selected basis various factors like fundamentals, valuations, growth, etc.
+3.49%
1Y annualised returns
-0.28%
Benchmark returns (NIFTY 50 Total Return Index)
Launch date
11 Aug '24
Total AUM
₹7.15Cr
Min. investment
₹50,00,000
Benchmark
NIFTY 50 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
3.00%
PMS management
MG
Manish Gupta
Fund Manager
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About
"Manish has over 23 years of experience in Indian equity markets. • He was part of the senior leadership team at CLSA’s Institutional Equities business in Mumbai and New York. During his 17-years at CLSA, he has advised leading FIIs, insurance companies, mutual funds, private equity funds and sovereign wealth funds on their Indian equity investments. He was involved in numerous IPOs, QIPs, equity placements, block trades during his tenure. • He holds a 5-year Integrated M. Tech. from IIT Delhi (1999), MBA from IIM Ahmedabad (2001) and CFA charter holder from CFA Institute, USA."
Experience
Over 23 years of experience in Indian equity markets.
Investment philosophy
Specializing in Indian equity markets and institutional investment advisory.
Previously worked at
CLSA
Awards
Served on CLSA's senior leadership team for 17 years, advising top institutional clients. Involved in numerous IPOs, equity placements, and block trades. Holds degrees from IIT Delhi and IIM Ahmedabad, and is a CFA charter holder.
VM
Viraj Mahadevia
Fund Manager
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About
"Viraj has over 20 years of experience in finance, with 10 years in Private Equity in India as part of Actis (AUM of over US$ 7.5 Bn across various funds), one of the largest emerging market PE funds. • He has over 5 years experience in previous assignments including M&A and capital raising for Healthcare and Consumer sectors at Goldman Sachs and Citigroup based out of their London offices. • He holds an MBA in Finance and Leadership Change Management from the Indian School of Business, Hyderabad (2004) and a BSc in Electrical Engineering from the University of Michigan Ann Arbor (2000)."
Experience
Over 20 years of experience in the finance industry.
Investment philosophy
Private Equity, M&A, and capital raising for the Healthcare and Consumer sectors.
Previously worked at
Actis
Goldman Sachs
Citigroup
Awards
Spent 10 years in Private Equity in India with Actis, a large emerging market PE fund. Previously handled M&A and capital raising at Goldman Sachs and Citigroup in London. Holds an MBA from the Indian School of Business.