Vallum Capital Advisor Pvt Ltd

Vallum Capital Advisor Pvt Ltd

AUM (Cr.)

1735.54

No. of Clients

478

No. of Investment Approach

1

As On

31 October 2024

"Vallum Capital Advisors Private Limited is SEBI registered Portfolio Manager [INP000007650] based out of Mumbai, India. Co-founded by Mr. Manish Bhandari in 2010, the company currently manages over Rs. 500 Crore (> US $ 60 Mill) of AUM and more than 240 clients in the Indian market. Our team consists of highly experienced professionals who specialize in different areas of finance & economics and have expertise in the areas of equity analysis, portfolio management, and capital markets. We specialize in portfolio construction and risk management, leveraging our team’s expertise to create customized portfolio to meet our clients’ individual needs. Our goal is to beat the Benchmark by 3-5% p.a net of fees over 3-5 years and to generate superior risk-adjusted returns. We have decades of experience working with a variety of clients from different backgrounds and understand the importance of diversity in our approach. Vallum Capital also offers an online platform for investors to monitor their investments.

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Vallum India Discovery
SMALL & MID CAP 37.10% 33.37% 20.61% NA 30.84%

* Returns are as on  31st October 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 Manish Bhandari

Mr Manish Bhandari

Fund Manager

Manish Bhandari serves as the Director and Principal Officer of Vallum Capital Advisors Private Limited, a SEBI registered Portfolio Manager. He was recently elected as a Director on the Board of Association of Portfolio Managers in India (APMI), a Trade Body for Portfolio Managers registered with the Securities & Exchange Board of India (SEBI).

With more than two decades of experience in the Indian Capital Markets, he founded Vallum Capital Advisors in 2010. The firm specializes in investment management and advisory services, catering to Institutional Investors, Family Offices, and High Net Worth Individuals (HNIs). Manish's expertise lies in providing guidance on Equities and Asset Allocations.

Prior to establishing Vallum Capital, Manish spent six years as a Vice President and Portfolio Manager (Equities) at ING Management in India. His exceptional insights and achievements have earned him recognition, with his write up in the Editorials of Economic Times and was a regular contributor to Nikkei Business, Japan under heading “Charm of India”. He is renowned as one of the accomplished figures on Dalal Street, known as the Wizards of Dalal Street. Additionally, CNBC has acknowledged him as a promising next-generation Investment Manager in India. Manish actively contributes to various financial publications both within India and internationally, establishing himself as a regular expert commentator in the industry.

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AMC Registered Address

Bungalow No.36,Kalanagar,Bandra East,,MUMBAI,Mumbai,MAHARASHTRA,INDIA,400051
SEBI Reg No : INP000007650

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We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.

All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.