Value Prolific Investments and Consulting Pvt Ltd
AUM (Cr.)
141.83
No. of Clients
10
No. of Investment Approach
3
As On
31 October 2024
Value Prolific Investment and Consulting Private Limited (ValPro PMS), incorporated in 2021, is a specialised Portfolio Management company offering innovative investment strategies backed by in house deep research expertise to deliver superior risk adjusted returns to its clients. ValPro PMS believes in investing based on fundamental analysis and research with the objective of investing in securities that earn superior return over their peer group companies and have a sustainable competitive advantage. Emphasis on sound balance sheets, good governance and sufficiently scaled businesses to protect against price movement owing to volume scarcity. Also identifying growth sectors during evaluation. ValPro PMS provides investment opportunities to its clients thorogh PMS services across asset classes including Listed equity and preference shares, debentures, bonds and secured premium notes of Indian companies; Units and other instruments of mutual funds, REITs, InvITs; Money market instruments such as government securities, commercial papers, trade bill, treasury bills, certificate of deposit and usance bill; Listed options, futures, swaps and such other derivatives as may be permitted from time to time; Commodities including gold and silver and shares of a private company including SMEs, startups.
| PMS Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
Alpha A |
MULTI CAP | 48.46% | 23.25% | 16.98% | NA | 20.44% |
Balanced B |
LARGE & MID CAP | 37.11% | 12.14% | 3.24% | NA | 3.61% |
Conserve C |
LARGE CAP | 36.59% | 21.67% | 10.94% | NA | 9.37% |
* 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 Anshuman Khanna
Fund Manager
Mr Chaitanya_Gadia
Fund Manager
Ms Neha Khanna
Fund Manager
Common Investment Philosophy
NA
Videos
NA
Articles
NA
News
NA
AMC Registered Address
F-3, Bhagat Singh Market, New Delhi, 110001
SEBI Reg No : INP100007189
AMC Investor Login Link
Click here
AMC Website Link
Click here
Disclaimer & Risk Factors:
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.