What we do, and
how we do it
SEBI-registered Portfolio Management Services. 10–12 concentrated, high-conviction equity positions. Direct ownership in your demat account.
Portfolio Management Services
Sahasrar Concentrated Growth Portfolio
Structure & Approach
Actively managed equity portfolio of 10–12 best-in-class high performing businesses picked from the universe of 5,000+ listed companies in India. Sector agnostic. Market cap agnostic. Purely bottom-up investing — companies that fit our investment framework.
What we look for
Undervalued, under-researched and under-owned companies. Concentrated portfolio of growth companies with top-line growth and margin expansion potential. Occasionally may invest in special situations: turnarounds, mergers, demergers, corporate restructuring, open offers, and arbitrage.
Our first priority
Capital protection and consistency — especially in bad times. Superior returns follow from consistent protection and compounding.
Direct onboarding
We provide an option for clients to be onboarded directly, without intermediation of persons engaged in distribution services.
Quick Facts
Investments are subject to market risk. Please read all documents carefully.
Fee Structure
Transparent, performance-aligned fees
| # | Particulars | Basis of Calculation | Frequency |
|---|---|---|---|
| 1A | Management Fee | 1% p.a. of Assets Under Management. Calculated on average daily AUM for the previous quarter. | Quarterly |
| 1B | Performance Fee (subject to high water mark) | 15% above hurdle rate of 10% | Annual |
| 2 | Exit Load | No exit load payable at any time from portfolio commencement date | N/A |
| 3 | Other Costs & Expenses | At actuals (subject to cap of 0.5% p.a. of AUM or as per SEBI regulations) | At actuals |
| 4 | Brokerage Expenses | At actuals | At actuals |
Investments in securities markets are subject to market risks. Past performance is not indicative of future performance. Please read the disclosure document carefully before investing.
Interested in our PMS?
We onboard clients directly. No intermediaries. Get in touch to receive our disclosure document.