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.



 

Our Story - Celebrating Five Years!

Sameeksha capital was set up by our founder, Bhavin Shah to manage his personal savings in an institutional setup. As such, he is Sameeksha’s first client. Bhavin directs all of his investments in Indian equities through Sameeksha’s investment products and has no side pockets for investing in Indian Equities. We are very honored and privileged to have some very successful entrepreneurs form our core client group; these clients raise the bar both for governance as well performance and aspire us to exceed their expectations. Bhavin who is one of the most awarded equity professionals on the planet, is ably aided by our advisor, Eswar Menon who brings with him 25 years of experience of managing equity portfolios for which he has a solid track record. In addition, We have heavily invested in high quality human resources and technology, both of which we consider to be key to our success.

We offer Investment Management and Services to Institutional, Family Office and High Net Worth Investors for investing in India as well as abroad. Drawing on from our past experience in investment research and management, we have established a well oiled investment process based on proven frameworks and backed by good technology. Our focus on process driven and technology backed research and decisioini making is key to our ability to deliver consistent and value added outcomes to our clients. Integrity, Objectivity and attention to detail are at the core of our value system. Most importantly, we believe in being primarily rewarded for just one thing, performance. We offer fee structures that we see as being very transparent and fair to investors with terms that may not even be required by regulation.

Our India equity strategy went live on 1st April 2016. Since Inception, we have delivered strong absolute and risk-adjusted returns vastly outpacing our benchmark and industry peers and we have delivered such performance for recent (one or two years) as well as longer periods (three, four and five years). We have delivered this performance without taking undue risk and hence our portfolio statistics show superior risk adjusted performance ratios.


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.

Investment Approach

Process Driven

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.