Small & Micro Cap Focused
Our investments typically range in companies with market capitalisation between ~ Rs 200 - 5,000 cr
Under – Researched and Under – Invested Companies
We generally prefer to invest in companies that are under researched by the markets and / or are under - owned by institutional investors. This enables us to capture some kind of 'discovery premium' as these companies mature and get on to the institutional investors radar.
Contrarian Calls
As long as the fundamentals remain strong, we don’t hesitate investing in companies which have been temporarily beaten down due to market cycles or short term issues. Deep value conviction picks with strong fundamentals help us to create above average returns.
Suggested Tenure
We typically recommend our investors to invest with a minimum horizon of 3-5 years as it generally takes that much time for the businesses that we invest in to mature and unleash their true potential.

PMS

We offer the above strategy under the Portfolio Management Services (PMS) guidelines wherein client’s funds are managed in their own account. As per the PMS regulations, the minimum investment is INR 50 lakhs. Please refer the documents hereunder for more information on the same.
Disclosure Document
PMS Agreement

Investment Advisory Agreement
Investors have an option to invest with us directly under a Direct Plan without intermediation of persons engaged in distribution services. Kindly contact us to know more about the same.