INVasset LLP PMS

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Welcome to AIF & PMS Experts India Pvt. Ltd.

About Company

Invasset LLP is launched with an aim to make people achieve their financial freedom. Invasset LLP stands on the values of generating sustainable wealth by investing in the best performing businesses & managements. Invasset delivers 1.5 X to 2.0 X over 3-4 years.

Fund Snapshot

Fund Type SEBI Registered PMS: INP000006907
Minimum Investment Vary with plan and Investor profile

(Min ₹50 lacs)

Fund Type Open Ended
Benchmark S&P BSE 500 TRI
Structure Discretionary PMS
Portfolio manager Rajnish Garg

Invasset Core Investment Beliefs

  1. Recency Bias – Human Mind tends to place importance on the events that are recent in the memory leading to forced decisions by Greed & Fear.
  2. Ambiguity of Expectation – Lack of data & knowledge leads to unclear financial expectations & incorrect financial decisions.
  3. Growth Oriented – Invasset is hungry for growth. Invasset long term portfolios have a higher PE ratio as compared to peers.
  4. Quality is the key – Invasset believes Quality is the only way forward. Quality is what seperates Mediocre & Winners.
  5. Interest Rate Cycle – Interest Rate plays a major role in deciding the future performance of the company.
  6. Capital is Sacred – Appreciation of the capital should be consistent & permanent & Depreciation of the capital should be limited & temporary
  7. Optimal Churning – An optimally researched churning process with conservative bias will generate superior returns compared to passive investing.

Why Invest in Invasset PMS?

INVasset follows an objective method of investing;

1. Free from human rationale & biases
2. Tested strategy across numerous market cycles
3. Keep churning at a churn ratio of <0.5
4. Greed & fear are nullified by this method of investing
5. Universe of all listed Indian stocks
6. Shifts your stock to safety as market becomes expensive
7. Discipline & data centric approach for investment
8. Delivering consistent alpha to clients
9. Focused & unbiased active portfolio management

How do we construct your Portfolio?

  1. The deep discount sale- Invasset looks for a beaten down industry leader that trade below their fair value in events of market meltdowns
  2. The trend setters- Invasset looks for a company that have recent tailwinds in their favor & should lead for the next 12-18 months
  3. The shining stars- Invasset targets companies that continues delivering growth irrespective of market conditions
  4. The safety shells- Invasset look for protection or hedged portfolio when the market reaches the unsustainable situation

INVasset Edge

INVasset Go- View all Portfolios, Newsletters, Stocks & Sector Reports at the click of the button in INVasset inhouse portal.

INVasset P4P- INVasset do not encourage fixed fees, they have the most genuine & transparent fee structure in the industry.

INVasset Concierge- Joining INVasset Concierge, personalised support is a call away

INVasset AAID- Proprietary in house research model combining algorithms & models based on 30+ years of experience

INVasset product image 1

About Fund Managers

Rajnish Garg : Founder of INVasset

Rajnish Garg is one of the most respected names in the stock market fraternity in North India.

He is a Chartered Accountant & Company Secretary and has 30+ years of wealth creating experience in the stock market.

An ardent investor, Mr. Rajnish is known for his investing techniques & strong grasp of market fundamentals. This unique blend has enabled him to create long term sustainable wealth for his clients and stakeholders.

INVasset Pay 4 Performance (Plan A)

Fixed Fees NIL
Performance Fees 20% of profits net of expenses
Hurdle Rate NIL
Fund Requirement Min 50 Lacs
Exit 1 Year 2% on net amount
Year 2 Exit Load No Exit Load

INVasset Hybrid (Plan B)

Fixed Fees 1.5% p.a.
Performance Fees 20% of profits net of expenses
Hurdle Rate 10% p.a.
Fund Requirement Min 50 Lacs
Exit Load NIL

INVasset Investment Objective

To provide client with the structure that can achieve preservation & growth of its capital. The portfolio manager shall apply its professional expertise to help the client achieve the goal as per the product option chosen by the client.

FAQs

Who is the fund manager of INVasset PMS?

Mr. Anirudh Garg & Mr. Rajnish Garg are the fund managers of INVasset PMS

Why INVasset PMS?

Here are the reasons you have to choose INVasset PMS;

  • More than 30 years of experience
  • No Human Bias
  • Award Winning Strategy
  • Skin in the game
  • Extensive back testing
  • Pay 4 Performance

How do INVasset buy the stocks?

INVasset buys the stocks using the INVasset AAID algorithm. The strategy we follow;

  • The Deep Discount Sale
  • The Trend Setters
  • The Safety Shells
  • The Shining Stars

Book a call with our experts

For any queries, contact us on Mobile: +91 95616 10108, Landline: 020-48627339,Toll Free: 1800 210 1995, Email: [email protected]     Whatsapp-logo

Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.