An exclusive webinar was held on YouTube. Mr. Vikas Agrawal hosted this webinar. Mr. Vikas Agrawal is the Founder and CEO of AIF & PMS Experts India Pvt. Ltd. In this webinar, Mr. Naveen Chandramohan appeared here as the webinar guest. Mr. Chandramohan is the Founder and Fund Manager of ITUS Capital.
Webinar Overview
In this webinar, our honourable guest and host talked about many things. They discussed how their company focuses on their workflow and how the market saw and turned around after the COVID-19 pandemic. Our guest mentioned that he didn’t believe in the model portfolio. He explained the importance of customizable portfolios they follow.
They briefly talked about the changing economy of India and India can attract global investors. They also talked about how the private banks operate and what challenges they might face.
About AIF & PMS Experts India
We are bullish on India’s growth prospects. We recognize the importance of investments as a driver of economic growth. Mr. Vikas Agrawal, our Founder, exemplifies this belief. He is enthusiastic about deciphering strengths and unraveling business and management flaws.
AIF & PMS Experts India’s vision is to foster trust in governance, maintain transparency, and assist our clients in creating long-term wealth. Our numerous products, analytics, and tools are critical to our business and assist us in meeting our objectives.
Mr. Vikas Agrawal’s extensive experience, particularly in Alternative Investing, has provided him with a birds-eye view of the economy. It allows us to enter a previously untapped investment segment and develop viable investment strategies.
As a result, it is the largest phygital platform for Alternative Investment and Portfolio Management Services.
Fund Manager Profile
Naveen was born and raised in Chennai. He holds a professional diploma from the prestigious Indian Institute of Management (IIM), Bangalore, and a graduate degree from the Birla Institute of Technology and Science (BITS). Naveen has received numerous awards and accolades during his 12-year professional career.
Mr. Naveen Chandramohan launched an EM Equities Event-Driven Fund with a capital of USD 250 million spread across geographies. Naveen worked as the Responsible Officer & Portfolio Manager at Hutchin Hill Capital HK Limited before joining ITUS Capital. Until 2015, he was also a Partner at Oracle Capital Ltd, HK, an asset management firm.
Naveen Chandramohan, the Founder and Fund Manager of ITUS Capital, believes in a shared commitment to growth, distinguishing him and ITUS from other industry players. He believes that asset management firms should take a fiduciary responsibility in working for investors and aligning the fee structure for clients as one of India’s best portfolio managers.
He has a good track record of managing money, being named the best fund manager in Hong Kong by Asia Hedge between 2012 and 2014. He runs a growth strategy at Itus that invests in cash-flow-based growth to provide portfolio downside protection across cycles.
Investment Philosophy
They supported Itus with three pillars. These are followed below.
Invest in companies that are experiencing free cash flow growth.
Sell right, which is governed by our GPCG process.
Maintain low fees.
While every fund manager strives to run the best-performing fund, they strive to run the most consistent fund.
Performance report:
| Performance | 1 month | 3 month | 6 month | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr | Since Inception |
| Strategy | 7.90% | -2.72% | -2.88% | 21.24% | 47.61% | 22.91% | NA | NA | 23.03% |
| Index | 3.90% | 0.55% | -0.97% | 18.75% | 42.44% | 14.47% | NA | NA | 15.51% |
*As of 31st March, 2022.
Webinar Key Points
- From this YouTube, we can learn several things.
- A strong balance sheet can help a company perform well and survive in a bear market.
- A customizable portfolio can be better than a model portfolio.
- In recent years, India’s economy changed, especially for manufacturing hubs. Thus India can get potential global investors.
- Investing in fewer companies for a long time could be more beneficial than investing in different companies for a short time. This approach may take time, but it is beneficial.
- There are a lot of opportunities for India in the coming years.
Parting Note
Proper and planned to invest can give the best return. Market investing might be risky and time-consuming, but growth-focused fund management gives the investors good returns in the long run. Therefore, investors should have a risk appetite.