TRUSTED
BY GLOBAL INVESTORS
Entrusted by worlds most respected institutions, Family offices & UHNI
CREATING WEALTH
0
+ YEARS
Compounding Capital Since 2005
EMPLOYEE
OWNED
Zero Conflict of Interest with focus on investment management only
Why Karma Capital?
Identifying companies early in the cycle showing visible inflection
points, with the discipline on risk adjusted returns.
Different by
Design
Aligned by
Principles
A specialist boutique defined by core pillars of belief.
Independent Asset Manager
Fully independent and free from institutional conflicts. With no ancillary business lines, the firm’s sole focus is fulfilling its fiduciary responsibility through disciplined management of discretionary capital.
Proven Through Market Cycles
Demonstrated capability across two decades of market cycles. Since 2005, the firm has navigated volatility with a consistent investment philosophy, delivering strong risk adjusted returns through multiple market phase.
The 'Early Cycle' Edge
High active share strategies designed to generate differentiation performance. Rigorous bottom-up research identifies mispriced opportunities early in the cycle, distinguishing the portfolio from the benchmark and are positioned ahead of broader market recognition.
Five Investment Pillars
Disciplined Framework. Differentiated Outcome
Our investment approach is built on five enduring pillars that guide capital allocation, portfolio construction, and risk management
Growth potential assessed against rigorous valuation metrices. We invest in companies where earnings potential justifies current price supported by reasonable margin of safety.
Identify businesses at inflection points before consensus and narratives. Focus on emerging catalysts improving fundamentals and visible drivers of sustainable growth.
Invest where fundamentals accelerate, ROE improves, or market segments expand. Capture returns from earnings acceleration combined with multiple rerating.
Deep in-house research enables contrarian positioning. Willing to take differentiated views where our analysis identifies value that broader consensus has yet to fully appreciate
Focused portfolio of 20–25 high-conviction holdings. High active share with deliberate deviation from benchmark weights.
Investment Portfolios
Differentiated portfolio solutions that cater to different investor needs and objectives.
Investment Portfolios
Differentiated portfolio solutions that cater to different investor needs and objectives.
PORTFOLIO
MANAGEMENT
SERVICES (PMS)
GIFT CITY FUND
(International)
ALTERNATIVE
INVESTMENT FUND
(AIF) - CATEGORY III
Customized equity portfolios managed to specific investment approaches. Direct ownership of securities. Real-time portfolio transparency. Periodic reporting.
Available Approaches:
Karma Wealth
Builder
Builder
Lotus
Strategy
Strategy
Magnolia
Strategy
Strategy
SEBI-registered investment vehicle. Access to our differentiated investment strategies. Tax efficient platform
Learn About AIFFund domiciled in GIFT City IFSC. Serves global investors and NRIs. Acceptable international Jurisdiction.
Explore GIFT Fund
Independent thinking.
Disciplined Process.
Team Work.
Discuss the approach to compounding wealth