Concept Investwell Pvt Ltd

CONCEPT Investwell Private Limited is part of CONCEPT Group, which was established in Year 1995 to serve for Investment and Capital Market related Services. CONCEPT Investwell Private Limited has received its separate identity in year 2018 to focus on Non-Secondary Market Services like Portfolio Management Services, Mutual Fund, Investment Advisory for all categories of clients including NRIs. We have built Research team consist of CAs, CFAs, MBAs and Engineers lead by Fund Manager having experience of more than 14 years, to provide quality research and focusing to cater for efficient investment services.

Fund Managers

Mr. Hemant Desai

Fund Manager, PMS

Mr. Hemant Desai is the Promoter and Chairman of Concept Investwell Pvt. Ltd. Academically, he is a graduate in Economics and a post-graduate in Business Management with the specialization in Finance. These qualifications are combined well with rich experience of roughly 50 years in Banking, Management Consultancy, Real Estate and Investment Services (25 years in Capital Markets Services).

Mr Siddharth Mandalaywala

Fund Manager

Mr. Siddharth Mandalaywala has experience of 13 years in capital market. An MBA with specialization in Finance, he has thorough knowledge of all macro, micro economic aspects. He has very good understanding of Fundamental Analysis. He possesses good judgment and can take quick decisions. He is fund manager for both Portfolio Management Plans - Legend and Marvel. He is very passionate for the job. He has skin in the game as all his savings is into Equities (100%). He has done MBA in Finance from Seventh Day Adventist College.


Strategy

Concept Investwell - Dynamic - MULTI CAP

To generate steady long term capital appreciation from a Dynamic (Human + AI) portfolio by investing in fundamentally strong companies from the BSE200. This portfolio aims at minimizing downside risk.

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Concept Investwell - Legend - LARGE CAP

To generate steady long term capital appreciation from a Large Cap biased portfolio by investing in strong companies with a leadership position in the industry, run by strong managements and are operating in a fairly large industry compared to their size.

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Concept Investwell - Marvel - MID CAP

To generate steady long term capital appreciation from a Mid Cap biased portfolio by investing in emerging leaders who possess the potential to create substantial wealth over a long time by capturing market share and move towards being a near winner. Strong and ethical management is imperative.

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