Vallum India Discovery
EQUITY MID & SMALL CAP
+11.44%
3Y annualised returns
+12.53%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
24 Sep '20
Total AUM
₹1,434.83Cr
Min. investment
₹1,00,00,000
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
₹1,00,00,000
Exit load
Fee charged on redemption before the completed holding period
1.00%
PMS management
MBManish BhandariDirector & Principal Officer, Vallum Capital AdvisersView details
MB
Manish Bhandari
Director & Principal Officer, Vallum Capital Advisers
View details
About
"Manish, Director and Principal Officer of Vallum Capital Advisers Private Limited, has two decades of experience in the Indian Capital Markets and has co- founded Vallum Capital, an investment management and advisory firm in 2010, advising Institutional, Family Offices and HNIs on Equities and Asset Allocations. Prior to founding Vallum, he has workedas a VP & Portfolio Manager (Equities) with ING Management in India for six years. He has featured in the Editorials in Economic Times. He is among the Wizards of Dalal Street, and Next generation promising Investment Manager of India for CNBC. He is a regular contributor to various financial publications in India and abroad."
Experience
Over two decades of experience in the Indian capital markets.
Investment philosophy
Advises on equities and asset allocation for institutions, family offices, and high-net-worth individuals.
Previously worked at
- ING Management
Awards
- Recognized by CNBC as a 'Wizard of Dalal Street' and a 'Next generation promising Investment Manager'. Featured in the Economic Times and is a regular contributor to financial publications.
PMS house
Vallum Capital Advisors Private Limited
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