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 | 34.81% | NA | NA | NA | 10 Feb, 2023 |
Lifesciences and Specialty Opportunities |
THEMATIC | 40.09% | NA | NA | NA | 10 Feb, 2023 |
IME Concentrated Microtrends |
LARGE & MID CAP | 44.52% | NA | NA | NA | 20 Feb, 2023 |
IME Digital Disruption |
THEMATIC | 59.02% | NA | NA | NA | 10 Feb, 2023 |
* Returns are as on 30th September 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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