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About Fund Manager

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 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 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.

Fund Overview

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