Chanakya Capital Services Pvt Ltd

Chanakya Capital Services Pvt Ltd

AUM (Cr.)

290.28

No. of Clients

31

No. of Investment Approach

1

As On

31 August 2024

Founded in 2008 by Rajesh Tiwari, a former banker and a fund manager, Chanakya Capital Services Private Limited (CCSPL) is a portfolio management company. CCSPL is a culmination of Mr. Tiwari’s long and distinguished experience first as a fund manager with Unit Trust of India where he set up India’s first Equity research division within an investment house, and later as a head of corporate credit in Axis Bank. Chanakya strengthened its senior capabilities, when Gautami Desai, a former fund manager with Unit Trust of India (UTI) came on board in 2008 as Business Partner. A hands-on fundamental research analyst at heart, Gautami brings rigour to the research process and vast experience of deploying over USD 500 million into Indian equities.

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Growth Plan
MULTI CAP 33.66% 31.35% 23.62% 24.92% 18.08%

* Returns are as on  31st August 2024, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1


Portfolio Manager Profile

Mrs. Gautami Desai

Mrs. Gautami Desai

Fund Manager, PMS

Over 2 decades of experience in equity investments Joined CCSPL in 2008 and was part of the investment team advisers to Acacia Partners, one of the largest FIIs in India (Ruane Cunniff & Goldfarb) between 2010 to 2017 for the India equity portfolio over USD 2 billion Spent 10 years at the Unit Trust of India (UTI) gaining well-rounded experience in credit research and fund management In UTI, managed equity portfolio of INR 3,500 crores across five funds, three of which were rated amongst the best performing funds by Crisil, Lipper and Value Research  Gautami is known to dive deep for researching companies. Ever heard of a fund manager walking on the ramp just to know branding / marketing of a large consumer company! Gautami is also a co-founder and director Micasa Education Pvt. Ltd. that runs K-12 schools under the brand name ‘Lumens School’. Its first school was established in 2011 at Vapi, which now has over 600 students and has become known for its quality of education. Gautami earned BE (Electronics) and Masters in Management Studies from Mumbai University. 

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Mr. Rajesh Kumar Tiwari

Mr. Rajesh Kumar Tiwari

Fund Manager, PMS

Over 3 decades of experience in banking, equity and debt investments Established CCSPL in 2008. Acted as the advisor to Acacia Partners, one of the largest FIIs in India (Ruane Cunniff & Goldfarb) between 2010 to 2017 for the India equity portfolio over USD 2 billion Prior to starting CCPL, Mr. Tiwari was President (Credit) at UTI / Axis Bank. During his 7 years stint, he led expansion of the bank’s corporate credit portfolio from INR 1500 crores to INR 32,000 crores, simultaneously reducing NPA percentage from 6.50% to 0.30%. At UTI / Axis Bank, he led the turnaround of the corporate credit business of the bank to a quality and market leadership position.  Between 1992 to 2001, Mr Tiwari spent 9 years at Unit Trust of India (UTI) where he pioneered and led professional equity research. He is also credited with turning around the India Fund to make it reach the top quartile among Indian offshore funds. He was a part of initial team from IDBI that established the SEBI in 1988. Mr. Tiwari hold PGDM (IIM-A) and Ph. D. (Finance) from University of North Texas Co – founder of Lumens and director of Micasa Education Pvt. Ltd. that runs K-12 schools under the brand name ‘Lumens School’. Its first school was established in 2011 at Vapi, which now has over 600 students and has become known for its quality of education.

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We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.

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