What We Do
We offer Wealth and Portfolio Management Services to Institutional, Family Office and High Net Worth Investors for investing in India as well as abroad.
Sameeksha PMS Performance
On an aggregate basis, Sameeksha PMS has delivered a CAGR return of ~24% versus CNX500 TRI return of 16.5% since inception (1st April 2016).
Strong alpha over longer periods can make a big difference to ending portfolio value. Rs. 100 invested at the time of inception in Sameeksha PMS has grown to Rs. 300+, far outpacing what one would have earned by investing in a fund that achieved benchmark returns.
For detailed performance of our PMS, please click here.
Rule based, process driven and research heavy investment approach; do lot of boring stuff such as documenting everything we do, and use technolgy to monitor our process compliance
Roll up the sleeves approach
We put our on-the-ground presence to smart use and spare no effort even if it means travelling to remote corners of the country with no air connection.
Integrity and Alignment of Interests
Doing the right thing when no one is watching. >15% of AUM from the founder who has no side pocket in Indian equities.
Looks for under-researched companies
If we find a pot of gold that is lying on the street, we try to figure out why no one else has picked it up and if indeed it is genuine gold, we grab it with both hands
No fancy slogans, buzzwords, punch lines or “easy” themes
Stock picking is not glamours, it is about rolling up the sleeves and doing lot of detailed “mundane” work to avoid the landmines.
Customization for our client accounts in the PMS
Do not follow Model portfolio approach in our PMS. Only those stocks below buy level get bought with new money.
Flexibility to increase cash position
Active cash calls at extremities. Ability to take large cash positions, if required. Buy Sell framework affects our cash levels.