ithought Financial Consulting LLP

ithought Financial Consulting LLP

AUM (Cr.)

2774.54

No. of Clients

1302

No. of Investment Approach

5

As On

31 October 2024

ithought is a SEBI Registered firm that has its roots in Research and Strategy. Our Portfolio Management Service follows the core principles of value investing. Our products are designed for investors with an expectation of reasonable long-term returns generated through moderate risk-taking and consistent investment strategy. Our objective is to invest in well-managed companies with proven business models at reasonable valuations.

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
SOLITAIRE
MULTI CAP 40.29% ND 28.11% 26.94% 27.67%
VRDDHI
SMALL CAP 30.41% 40.67% 28.06% NA 32.68%
TRUBLU
LARGE CAP 25.92% 18.77% 14.31% NA 14.01%
SPHERE
MULTI ASSET 43.48% 33.21% NA NA 25.94%
NIO
MULTI ASSET 41.26% 30.90% NA NA 31.14%

* 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. Shyam Sekhar

Mr. Shyam Sekhar

Fund Manager, PMS

Mr Shyam Sekhar has more than 3 decades of investing experience in franchise based high growth businesses. He follows a value-based approach to investing. His focus is on identifying investment opportunities in emerging companies through a sound research driven process. His strengths include exposure to multiple industries as a research analyst, creating large sized portfolios and investing across market cycles.

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Mr Balaji_GR

Mr Balaji_GR

Co-Fund Manager

Balaji is a passionate equity investor with 16+ years’ of experience in financial markets with Fidelity, Reliance Capital & IIFL Wealth. He has in depth expertise across various functions in Asset Management and Wealth Management. Balaji is an MBA Finance Graduate who has a keen interest in stock markets and has been investing since college days. He is an active speaker in public forums including Tamil Nadu Investor Association, SEBI Investor Meet, etc. Balaji is also a regular columnist at The Hindu. He voraciously reads annual reports and books about investor behaviour. Balaji is involved with research and fund management at ithought.

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Mr Rajat_Setiya

Mr Rajat_Setiya

Co-Fund Manager

Rajat has 13+ years of experience in financial markets. He has previously worked with companies such as Elevation Capital (previously SAIF Partners) – a sector and stage agnostic fund, RARE Enterprises – Mr. Rakesh Jhunjhunwala’s family office, Moody’s Analytics.Prior to joining ithought, Mr. Setiya was the founder of SEBI Registered Investment Advisory – VRDDHI Capital Investment Advisors (SEBI Registration # INA10008832). Mr. Setiya has done his B. Com (Hons) from Delhi University and has completed his CFA (Level 2).

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Mr Rohit_Balakrishnan

Mr Rohit_Balakrishnan

Co-Fund Manager

Rohit has 13+ years of experience in financial markets. He has previously worked with companies such as McKinsey & Co, Elevation Capital (previously SAIF Partners) – a sector and stage agnostic fund, and RARE Enterprises – Mr. Rakesh Jhunjhunwala’s family office. Prior to joining ithought, Mr. Balakrishnan was the founder of SEBI Registered Investment Advisory – VRDDHI Capital Investment Advisors (SEBI Registration # INA10008832). Mr. Balakrishnan has done his B.B.S from Delhi University.

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AMC Registered Address

554/555, Level 5, Capitale Towers, Anna Salai, Teynampet, Chennai, Tamil Nadu 600018
SEBI Reg No : INP000006448

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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.