Master Portfolio – Vallum India Discovery

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About Company

Vallum Capital Advisors provides institutions, family offices, and high-net-worth individuals with bespoke, conflict-free equity investing solutions. We are a privately held, independent firm that acts as an adviser and champion for our clients, with complete discretionary management. On both sides of the investing relationship, hands-on experience. Vallum Investment Team members have worked as asset managers, portfolio managers, and investment research analysts in the past. We understand what it takes to properly manage money. Every customer relationship benefits from our experience. A squad that is totally committed.
We all know that the sum of the parts is larger than the whole when it comes to team strength. Ours is a collaborative culture where people exchange information and ideas and work together to ensure that each client gets the most out of their experience. the breadth and depth of our combined experience, common knowledge, and client service culture Risk-oriented. Vallum focuses on long-term wealth generation and capital preservation. Our broad expertise, analytical acumen, and complete grasp of risk enable us to assess the entire scope of the real risks that stock investors confront and design effective solutions to mitigate them. Experts in portfolio management
Vallum has a track record of making successful investments in the equities asset class. Expertise outside of the typical stock mutual fund style has become a significant aspect in enhancing investment performance as more investors look to Portfolio Management’s ability to improve portfolio performance and minimize portfolio volatility.

Fund Snapshot

Year of Inception 2011
Number of Stocks 20
Investment Horizon Long term

Unique Feature

A midcap-focussed portfolio of specialised financial services companies

Investment Philosophy

  • Vallum India Discovery portfolio aims to be cautious and engage in excellent opportunities with a margin of protection.
  • The investment team of master portfolio- Vallum India Discovery places utmost emphasis on the long-term wealth formation and capital preservation goal.
  • With their ‘Growth At Fair Price’ investment style, Vallum India Discovery Master Portfolio plans to produce superior risk-adjusted returns.
  • This portfolio generally investments in companies with underutilised capacities and creative business models that result in increased market share and profit margins.

About Fund Manager

Manish Bhandari ( Fund Manager ) 

Manish has over two decades of expertise in the Indian capital markets, and in 2010, he co-founded Vallum Capital, an investment management and advisory business that advises Institutional, Family Offices, and High Net Worth Individuals on equity and asset allocations. Prior to starting Vallum, he spent six years with ING Management in India as a VP and Portfolio Manager (Equities), managing and advising equities assets worth more than US$ 500 million. He has been on CNBC’s Wizards of Dalal Street, Next Generation Promising Investment Managers of India, and is a regular contributor to a number of financial periodicals in India and overseas. He has a master’s degree in business administration and is a Certified Public Accountant.

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For any queries, contact us on Mobile: +91 988 115 6123, 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.