Trust Bar
Investment Portfolios
PORTFOLIO MANAGEMENT
SERVICES (PMS)
Customized equity portfolios managed to specific investment approaches. Direct ownership of securities. Real-time portfolio transparency. Periodic reporting.
Available Approaches:
- Karma Wealth Builder
- Lotus Strategy
- Magnolia Strategy
ALTERNATIVE INVESTMENT
FUNDS (AIF)
SEBI-registered investment vehicle. Access to our differentiated investment strategies. Tax efficient platform
GIFT CITY
FUND (International)
Fund domiciled in GIFT City IFSC. Serves global investors and NRIs. Acceptable international structure.
Different by Design.
Aligned by Principles
Independent Asset Manager
Free from institutional conflicts. With no proprietary trading or ancillary business lines, the sole focus is the fiduciary duty of managing discretionary capital.
Proven Resilience
Demonstrated capability across two decades of market cycles. Since 2005, the firm has navigated volatility with a consistent philosophy, delivering superior risk adjusted returns through every market phase.
The 'Early Cycle' Edge
High active share strategies designed to generate alpha. Rigorous bottom-up research identifies mispriced opportunities early, distinguishing the portfolio from the broader benchmark.
Five Investment Pillars
GARP Style
Growth at Reasonable Price: Growth potential evaluated against stringent valuation metrices. We invest in companies where earnings power justifies current price, with reasonable margin of safety.
Early Cycle
Position Before Consensus: Identify companies at business inflection points before market consensus and narratives. Focus on catalysts and visible signs of growth.
Rate of Change
Inflection Point Focus: Invest where growth accelerates, ROE improves, or market segments expand. Capture returns from earnings acceleration combined with multiple rerating.
Independent Thinking
Insights driven by Research: Deep in-house research enables contrarian positioning. We invest where our analysis identifies value that consensus has overlooked.
Concentrated Portfolio
Positioning rooted in Conviction: Benchmark agnostic 20-25 high-conviction holdings. High active share.
Investment Philosophy
CONCENTRATED PORTFOLIO
Conviction-Based Positioning
20-25 high-conviction holdings. Top 10 = 54% of portfolio. 92% active share. Sector limit 30% | Stock limit 10% at entry.
GARP Style
Growth at Reasonable Price
Growth potential evaluated against valuation multiples. We seek companies where earnings power justifies current price, with margin of safety.
Early Cycle
Position Before Consensus
Identify companies at business inflection points before market consensus. Focus on catalysts and rate of change. Position at rational valuations.
Independent thinking
Research-Backed Conviction
Deep in-house research enables contrarian positioning. We invest where our analysis identifies value that consensus has overlooked.
Rate of Change
Invest where growth accelerates, ROE improves, or market segments expand. Capture returns from earnings acceleration combined with multiple rerating.
GARP Style
Growth at Reasonable Price
Growth potential evaluated against valuation multiples. We seek companies where earnings power justifies current price, with margin of safety.
Rate of Change
Invest where growth accelerates, ROE improves, or market segments expand. Capture returns from earnings acceleration combined with multiple rerating.
CONCENTRATED PORTFOLIO
Conviction-Based Positioning
20-25 high-conviction holdings. Top 10 = 54% of portfolio. 92% active share. Sector limit 30% | Stock limit 10% at entry.
Early Cycle
Position Before Consensus
Identify companies at business inflection points before market consensus. Focus on catalysts and rate of change. Position at rational valuations.
Independent thinking
Research-Backed Conviction
Deep in-house research enables contrarian positioning. We invest where our analysis identifies value that consensus has overlooked.
Perspectives on the Market
