Investment in Indian Public Equities. Long-only orientation

Minimum Investment: Rs 2crs

Founder Contribution: Mr Farokh Pandole has invested his personal funds as an investor in the fund

Demat Account will be opened (at Nuvama) in the name of the Investor

Quarterly Update reports will be sent to all investors.

No explicit Lock-in/Gate/Exit Load is proposed, but clients are encouraged to view their account as a long-term investment and it is suggested that only long term, surplus funds be invested in our PMS. Our investment style is best suited for individuals or corporates who wish to harvest equity-type returns and compound funds at a reasonable rate over the long term.

No explicit Lock-in/Gate/Exit Load is proposed, but clients are encouraged to view their account as a long-term investment and it is suggested that only long term, surplus funds be invested in our PMS. Our investment style is best suited for individuals or corporates who wish to harvest equity-type returns and compound funds at a reasonable rate over the long term.

Low Portfolio Turnover

Concentrated Portfolio (12-18 holdings)

Buy-&-Hold Strategy that allows ample room for recognition of our preferred equity characteristics (Balance sheet strength, Promoter history, Capital efficiency and Scalability/Growth runway).

NOT Benchmarked hence can focus exclusively on areas we expect maximum Long-term, risk-adjusted return. However, we do compare ongoing returns against the BSE 500 TRI.