Vallum Capital Advisors Private Ltd
No. of Clients
No. of Investment Approach
30 April 2023
"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 Capital - Vallum India Discovery
|SMALL & MID CAP||10.33%||15.64%||NA||NA||24 Sep, 2020|
* Returns are as on 30th April 2023, * 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
AMC Registered Address
Bungalow No.36,Kalanagar,Bandra East,,MUMBAI,Mumbai,MAHARASHTRA,INDIA,400051
SEBI Reg No : INP000007650
AMC Investor Login Link
AMC Website Link
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