Invest Savvy

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Invest Savvy

The company specializes in managing assets and providing advisory services to clients. We look at investments in multiple asset classes based on in-depth analysis and the use of technology.

InvestSavvy focuses on providing personalized services based on thorough market analysis and advanced technology. Their aim is to help clients build wealth over time by staying ahead of market trends.

Investment Approach:
InvestSavvy uses a comprehensive investment strategy that includes a detailed analysis of company fundamentals and market trends, extensive data analysis, and close monitoring of global market behaviour and emerging trends across various asset classes, such as equities, commodities, currencies, bonds, and other debt instruments.
The firm believes that companies with compelling business models and strong, competent, and honest management are most likely to succeed in the long term. Once these companies are identified, InvestSavvy uses specific metrics to guide their investment decisions, ensuring a strategic and informed approach to wealth generation.

  1. Value Investing:
    At InvestSavvy, they like to invest in companies that not only show promising growth potential but are also priced fairly. This ensures that the investments have a strong foundation for future success.
  2. Margin of Safety:
    InvestSavvy prioritizes safety by seeking out companies whose intrinsic value is more than their current market cap. They conduct thorough evaluations of companies, considering sector trends, financial performance, and direct interactions with management. Their use of discounted cash flow (DCF) valuation provides a clear understanding of the investment’s margin of safety, guiding their decision-making process with precision and insight.
  3. Low Debt:
    They typically prefer companies with minimal debt. However, if the debt is mainly for growth-related capital expenditures with a short to a medium-term repayment plan or if the company is undergoing restructuring under new management, we may still consider investing. Our decision hinges on whether we see substantial potential for upside that outweighs any associated risks.
  4. Flexibility in Size:
    As a new fund, we look into investing in companies with market caps of a few hundred crores. These companies have the potential to grow if they have a strong story behind them. Unlike big mutual funds, which usually invest in larger companies with market caps over 5000 Cr, we’re flexible and ready to seize opportunities in smaller but promising firms.


What is InvestSavvy's primary focus in asset management and advisory services?

InvestSavvy’s primary focus is on managing assets and providing advisory services to clients.

How does InvestSavvy approach investment decisions regarding company fundamentals and market trends?

InvestSavvy uses a comprehensive investment strategy that includes a detailed analysis of company fundamentals, market trends, and global market behaviour across various asset classes.

What is the criteria of InvestSavvy for selecting a company to invest in?

InvestSavvy prefers companies with compelling business models, strong management, fair valuations, low debt (preferably growth-related), and potential for growth, regardless of their size.

Who is the portfolio manager and key figure behind InvestSavvy's investment strategy?

Mr. Ashish Goel, with extensive experience in financial markets and a strong academic background, serves as the portfolio manager and key figure behind InvestSavvy’s investment strategy.

Meet the Investment Team

Ashish Goel – Partner/Fund Manager

Ashish holds an impressive academic background with degrees from top universities like Carnegie Mellon, IIM Calcutta, and IIT Kanpur. He has over 25 years of experience in financial markets across various countries and prestigious institutions such as Bear Stearns, Dresdner Kleinwort Wasserstein, Safron (Hedge Fund), ICICI Bank, and Standard Chartered (M.D).
His approach to investing centres around identifying companies with strong business stories and competent, honest management. Once he finds these promising companies, he uses internal metrics to guide his investment decisions.

Fund Snapshot:

Inception Year: 26th April, 2022
PMS Investment Approach: Alpha Fund
Portfolio Manager: Mr. Ashish Goel
Category: FLEXICAP

1st Year 98.66%
2nd Year 64.41%
3rd Year NA
5th Year NA

Returns are on 31st May,2024

Product - AMC Category AUM (in Cr.) Performance 1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI

ASK India Select Portfolio

AMC Name: ASK Investment Managers Ltd Inc Date: 4-Jan-10
Multi Cap
2,808 Strategy 5.80 10.60 15.30 22.70 6.50 12.90 13.50 17.30 15.70
S&P BSE 500 8.00 12.40 18.50 26.50 15.20 20.40 17.60 16.10 12.80

ASK Indian Entrepreneur Portfolio

AMC Name: ASK Investment Managers Ltd Inc Date: 25-Jan-10
Multi Cap
18,959 Strategy 3.70 7.20 10.00 20.50 5.00 13.80 14.80 18.40 17.60
BSE 500-TRI 8.00 12.40 18.50 26.50 15.20 20.40 17.60 16.10 13.10

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.