Aims to achieve long-term capital appreciation by investing in assets that generate reasonable returns and ensure liquidity.
+22.52%
1Y annualised returns
+3.64%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
30 Oct '23
Total AUM
₹164.82Cr
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
1.00%
PMS management
MO
Manish Ostwal
Fund Manager
View details
About
With over 17 years’ experience in equity research and fund management in Indian equity market, Mr. Ostwal follows a meticulous process to identify long-term investment opportunities by closely tracking macro-economic trends, industry outlook, business and financial analysis, competitive positioning and proprietary valuation models. His analytical skills and expertise garnered over the years helps in identifying mega trends and thematic investment opportunities.Mr. Ostwal advocates long-term wealth creation through a strong business model, competitive moats, efficient capital allocation by management and high-quality corporate governance standards. Mr. Ostwal is a Chartered Accountant with an independent thinking orientation and a firm believer of long-term investment approach.
Experience
Over 17 years of experience in equity research and fund management.
Investment philosophy
Expertise in Indian equity research and fund management, focusing on long-term thematic opportunities.
Awards
Identifies long-term investment opportunities by tracking macro-economic trends and using proprietary valuation models. Advocates for wealth creation through strong business models, competitive moats, and high corporate governance standards.