Valcreate Investment Managers

Valcreate Investment Managers is a SEBI registered Portfolio Management Service. They are a research-focused organisation. They are a highly disciplined research engine and they buy stocks based on a strong understanding of the underlying businesses.Further, Valcreate create concentrated portfolios based on client profiling and diversify adequately to manage the risks. Their focus is the end client needs and risk profile and they prefer to customise portfolios to suit the same.A strong focus on research and processes are necessary to achieve the objective of long term wealth creation.One mistake can cost a very high-quality portfolio bulk of the returns earned over many years.At Valcreate, based on the experience and initiative of the founder, they have put in place processes which are aligned to creating long term wealth and at the same time avoiding big errors of judgement.

Fund Managers

Mr Rajesh Pherwani

Founder & Fund Manager

Rajesh Pherwani began his investment career in 1996 with HDFC Ltd. He has been an investment analyst during his initial years and a Head of Research and Fund Manager in the later years.During his career, he seen multiple market and economic
cycles and have identified multibaggers along the way,he has worked with large institutions such as HDFC Ltd., HDFC Mutual Fund and L&T Mutual Fund, as an integral part of their investment teams. The overall 23+ years of experience of Rajesh Pherwani in the investment field has given a strong foundation to the investment processes of Valcreate.At Valcreate, he continues to excel as an investment professional as his portfolio strategies have beaten most indices with one strategy giving > 33% returns over the last 1 year.


Strategy

Valcreate - Growing India Strategy - SMALL & MID CAP

Under this strategy there would be no market cap preference and it would be sector agnostic. This strategy involves investing in companies which benefit from the strong growth in the Indian economy.It would categorise as a moderately aggressive portfolio.

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Valcreate - Life Sciences and Specialty Opportunities Strategy - SECTOR FUND

The strategy involves investing in companies with innovative products and services which give them an edge in the long term growth trajectory. This would be a more sector focused investment with primary focus on the following sectors - pharmaceutical, healthcare, animal health, seeds, agrochemicals and specialty chemicals. It may also include certain other niche businesses which have a technology or product/service edge. Under this investment strategy there shall be no market cap preferences. The strategy will invest minimum 70% of the portfolio investment in these companies. This would categorise as a more aggressive portfolio.

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