Piper Serica Advisors Pvt. Ltd. provides Portfolio Management service. It has successfully developed the Piper Serica Leader Portfolio Strategy (TM). It is a top-down investment strategy. We identify sectors that will grow for next 15-20 years and then invest in the company with the highest market share and competitive strength in those sectors. We use the 5-Forces Porter Model to rigorously test the competitive strength of each of our portfolio companies on a regular basis. The result is a portfolio that is made up of the best companies and returns are steady and non-volatile. Some core portfolio holdings that have provided significant returns include HDFC Bank, Infoedge, Titan, Apollo Hospitals, Bajaj Finance, Interglobe Aviation, Bata, Havells, Jubilant Foodworks, PVR, HDFC LIfe, HDFC AMC and ICICI Lombard.
Abhay Agarwal is the founder and MD of Piper Serica Advisors. He is the CIO for the Piper Serica Leader Portfolio
Strategy (TM). Earlier, Abhay worked as a Director with the Private Equity group of JP Morgan in India, HK and Singapore (1997-
2003). He invested in companies in India, Korea, Australia, Singapore, China and the US. His investments included
LBO’s and growth capital. Some of the companies he invested in include HDFC Bank, Piramal Glass, Jubilant
Foodworks, Nicholas Piramal (acquired by Abbott), Bharat Forge, MTR Foods (acquired by Orkla), Mando Machinery
Korea, Marico and HDFC Securities. He was a director on the board of some of these companies.
Prior to that Abhay managed a poprietory fund for Citibank India from 1993-97.He has done MMS from JBIMS, Mumbai in 1993 and B. Com. from Sydenham College in 1991.Abhay is a second-degree black belt in Judo and a certified international Judo coach. He trains under-privileged
children and supports budding Judokas.
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