1️⃣ Proven Long-Term Performance
Consistently outperformed BSE 500 TRI since inception (Oct 2018), with strong 3-year and 5-year risk-adjusted returns across market cycles.
2️⃣ Experienced & Credible Fund Manager
Managed by Amit Jeswani (CFA, CMT) with 13+ years of market experience, combining fundamental investing with technical risk management.
3️⃣ Growth-Oriented Multicap Strategy
Invests across large, mid & small caps, focusing on high-quality growth businesses with long-term compounding potential.
4️⃣ Strong Risk-Adjusted Metrics
Low beta (~0.89), high capture ratio (~195%), and superior Sharpe ratio, indicating efficient downside control with strong upside participation.
5️⃣ SEBI-Registered & Award-Winning PMS
SEBI Registered PMS (INP000006129) with multiple industry awards for performance across 1-year, 3-year, and 5-year categories.
Backed by our vast industrial experience as an investment portfolio management company, over the years, we have helped many companies and individuals in meeting their investment objectives. Trust shown by our esteemed clients has helped us in becoming a prominent portfolio management consultancy in Surat.
