ithought Financial Consulting LLP

ithought Financial Consulting LLP

AUM (Cr.)

850.03

No. of Clients

532

No. of Strategy

4

As On

31 October 2022

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 Strategies Returns
Strategy Name Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
ithought - SOLITAIRE
MULTI CAP 13.22% 36.65% 21.09% NA 30 Aug, 2019
ithought - VRDDHI
SMALL & MID CAP 6.10% NA NA NA 07 May, 2021
ithought - CO-IN
LARGE CAP 5.87% NA NA NA 05 Mar, 2021
ithought - SPHERE
MULTI ASSET NA NA NA NA 16 Dec, 2021

* All performance above are as on 31st Oct 2022 * Above 1 year returns are in CAGR  

Portfolio Manager Profile

Mr.  Shyam Sekhar

Mr. Shyam Sekhar

Fund Manager, PMS

Mr Balaji_GR

Mr Balaji_GR

Co-Fund Manager

Mr Rajat_Setiya

Mr Rajat_Setiya

Co-Fund Manager

Mr Rohit_Balakrishnan

Mr Rohit_Balakrishnan

Co-Fund Manager

AMC Registered Address

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

AMC Investor Login Link

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AMC Website Link

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AMC Social Media

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.