Innovative Investing Across Industries
A SEBI-registered Investment firm extending services to UHNIs covering the entire spectrum of financial instruments such as Equities, Debt, and Commodities.
Who We Are
We are a group of experienced and professional individuals, leveraging on our network and analytical skills to provide clients with actionable Intel aiding their decision-making process.
Most businesses are cyclical
Our Investment Philosophy
Special Situations are lucrative
Fundamentally Sound Investing
Buy Value at the Right Price
Disruptions are the norm
Our Investing Strategies
Our investment approach is built on a foundation of disciplined, value-based strategies designed to maximize returns while managing risk effectively. Below are the key strategies we employ
Track PEG as an Indicator
Mean reversion to PEG = 1 is a reality for any company in any sector, its just a matter of sentiment and timing
Low Base = High Return
A small base to grow ongenerates higher reurns for investments
Investing to Maximise Value
Fundamentally sound companies with comfortable debt position, high return on capital and prudent allocation
Hidden Gems
Find and track stocks that are underrepresented in traditional portfolios to create a unique basket
Sectoral Bets
Use economic news and commodity pricing to make bets on undertracked sectors
Management
Ability to do one-to-one’s with management and even invest in out of favour companies
Our Onboarding Process
Screening
Mailing of PPM for perusal, KYC and Contribution Agreement
Verification
Verification of Documents, Forms & Agreements
Allocation
Recieving of Funds, and Allocation of Units as per PPM
Onboarding
Confirm the onboarding is complete, and the client is now officially onboarded.
Case Studies
Key Features of Our Fund
Small Fund Size
Ability to enter and exit with minimal impact cost
Re-rating
Monitoring industry trends and developments to find candidates for earnings re-rating.
Flexibility
Open ended Cat 3 AIF with no exit load
Restructuring
Smart, well thought out cash calls that ensure security of portfolio
Long Term Clients
Well-established relationships with clients going back 4-5 years
Investor Section
SEBI's Mandatory Complaints Disclosure
Data for month ending September ’24
| Received From | 0 | 0 | 0 | 0 | 0 | 0 |
|---|---|---|---|---|---|---|
| Other Sources | 0 | 0 | 0 | 0 | 0 | 0 |
| SEBI (SCORES) | 0 | 0 | 0 | 0 | 0 | 0 |
| Directly from Investors | 0 | 0 | 0 | 0 | 0 | 0 |
| Month | Carried forward from previous month | Received | Resolved | Pending |
|---|---|---|---|---|
| 2021-12-01 | 0 | 0 | 0 | 0 |
| 2022-01-01 | 0 | 0 | 0 | 0 |
| 2022-02-01 | 0 | 0 | 0 | 0 |
| 2022-03-01 | 0 | 0 | 0 | 0 |
| 2022-04-01 | 0 | 0 | 0 | 0 |
| 2022-05-01 | 0 | 0 | 0 | 0 |
| 2022-06-01 | 0 | 0 | 0 | 0 |
| 2022-07-01 | 0 | 0 | 0 | 0 |
| 2022-08-01 | 0 | 0 | 0 | 0 |
| 2022-09-01 | 0 | 0 | 0 | 0 |
| 2022-10-01 | 0 | 0 | 0 | 0 |
| 2022-11-01 | 0 | 0 | 0 | 0 |
| 2022-12-01 | 0 | 0 | 0 | 0 |
| 2023-01-01 | 0 | 0 | 0 | 0 |
| 2023-02-01 | 0 | 0 | 0 | 0 |
| 2023-03-01 | 0 | 0 | 0 | 0 |
| 2023-04-01 | 0 | 0 | 0 | 0 |
| 2023-05-01 | 0 | 0 | 0 | 0 |
| 2023-06-01 | 0 | 0 | 0 | 0 |
| 2023-07-01 | 0 | 0 | 0 | 0 |
| 2023-08-01 | 0 | 0 | 0 | 0 |
| 2023-09-01 | 0 | 0 | 0 | 0 |
| 2023-10-01 | 0 | 0 | 0 | 0 |
| 2023-11-01 | 0 | 0 | 0 | 0 |
| 2023-12-01 | 0 | 0 | 0 | 0 |
| 2024-01-01 | 0 | 0 | 0 | 0 |
| 2024-02-01 | 0 | 0 | 0 | 0 |
| 2024-03-01 | 0 | 0 | 0 | 0 |
| 2024-04-01 | 0 | 0 | 0 | 0 |
| 2024-05-01 | 0 | 0 | 0 | 0 |
| 2024-06-01 | 0 | 0 | 0 | 0 |
| 2024-07-01 | 0 | 0 | 0 | 0 |
| 2024-08-01 | 0 | 0 | 0 | 0 |
| 2024-09-01 | 0 | 0 | 0 | 0 |
| 2024-10-01 | 0 | 0 | 0 | 0 |
RETURNS - SINCE INCEPTION
*Post management-fees (excluding performance fees) Pre-tax returns
# Period – 6th Sept ‘23 – 30th September ‘24
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Businesses we like to own
We invest money in businesses with high potential for growth. Here are some examples of businesses we would like to own.
Special Situations
Changes in Management - Substantial Debt Reduction - Change in Business Model
Strong Companies in Cyclical Downturn
Low Capacity Utilization - Lowest Operating Margin - Supply Side Pressures
Value Chain Sensitivity
Import Substitute - Backward Integration - Demand Supply Mismatch
Mergers, Acqusitions & Demergers
Strategic Partnerships - Unique Situations - Game Theory Mechanisms
Clients that vouch for us
This is due to their excellent service, competitive pricing and customer support. It’s throughly refresing to get such a personal touch. Duis aute
Leonard Boggan
Customer
This is due to their excellent service, competitive pricing and customer support. It’s throughly refresing to get such a personal touch. Duis aute
Florence Hein
Customer
This is due to their excellent service, competitive pricing and customer support. It’s throughly refresing to get such a personal touch. Duis aute
John Hernandez
Customer
This is due to their excellent service, competitive pricing and customer support. It’s throughly refresing to get such a personal touch. Duis aute
Marian Gil
Customer
This is due to their excellent service, competitive pricing and customer support. It’s throughly refresing to get such a personal touch. Duis aute
Leonardo Winters
Customer
This is due to their excellent service, competitive pricing and customer support. It’s throughly refresing to get such a personal touch. Duis aute
Sarah Rose
Customer
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Contact
1004, 10th Floor, Marathon Icon, GK Marg, Lower Parel, Maharashtra, Mumbai – 400013, India
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