Valcreate Investment Managers LLP
AUM (Cr.)
205.97
No. of Clients
52
No. of Investment Approach
4
As On
31 August 2024
Valcreate was founded in 2017 by Rajesh Pherwani. In Oct-2022, the firm further strengthened the core investment with Ashi Anand joining as a strategic partner. With over 5 decades of combined experience from the 2 senior CIO’s, Valcreate has amongst the strongest investment teams in the PMS industry. The AMC's investment approach, institutional best-practices, & experience helps ensure that we only invest in the highest-quality investments for our investors, that have gone through a rigorous fund selection process.
| PMS Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
Growing India |
FLEXICAP | 38.48% | NA | NA | NA | 39.15% |
Lifesciences and Specialty Opportunities |
THEMATIC | 41.09% | NA | NA | NA | 32.85% |
IME Concentrated Microtrends |
LARGE & MID CAP | 44.50% | NA | NA | NA | 42.05% |
IME Digital Disruption |
THEMATIC | 58.98% | NA | NA | NA | 60.01% |
* 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
Mr Ashi Anand
Fund Manager
Mr Rajesh Pherwani
Founder & Fund Manager
Videos
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Articles
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News
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AMC Registered Address
203 Sunder Bhavan 16th Road Khar W,,MUMBAI,,MAHARASHTRA,INDIA,400052
SEBI Reg No : INP000007599
AMC Investor Login Link
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AMC Website Link
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All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.