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Fund Snapshot

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About Fund Manager

Rajnish Garg : Founder of INVasset

Rajnish Garg is a highly regarded figure in India’s stock market community. As a Chartered Accountant and Company Secretary, he has over 30 years of expertise in generating wealth through the stock market. Rajnish is renowned for his investment strategies and deep understanding of market fundamentals, a combination that has allowed him to build sustainable, long-term wealth for his clients and stakeholders. He is the mastermind behind the Invasset AAID (Advanced Algorithms for Investment Decisions), a proprietary in-house research model, which played a pivotal role in Invasset being recognized as the best Multicap PMS in India for the year 2023.

Anirudh Garg

Anirudh Garg is a trailblazer in financial innovation, serving as the visionary behind InvAsset. He holds a Bachelor of Business Studies from Shaheed Sukhdev College and a Master’s in Investment Management from the ICMA Centre. Anirudh’s journey in finance began at his family’s proprietary desk, founded in 1992, with a pivotal shift occurring in 2007.

During the turbulent financial climate of 2008, he developed a deep understanding of market dynamics. Between 2008 and 2010, he conducted extensive research, engaging in detailed discussions with a wide array of investors, which led to the development of InvAsset Aid. This groundbreaking algorithm, crafted over three years and back-tested to 1987, forms the cornerstone of his investment philosophy, focusing on forward-looking market analysis, minimizing biases, and striking a balance between preserving and generating alpha.

The algorithm’s successful implementation in managing proprietary funds since 2013 paved the way for the launch of InvAsset in 2020. Currently, InvAsset manages 300 crore in proprietary funds and 250 crore in client assets, reflecting Anirudh’s remarkable expertise and the strength of his forward-thinking investment strategies.

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.

 

Investment Objective

INVasset provides the client with a structure aimed at preserving and growing capital, the portfolio manager will apply professional expertise to help the client achieve goals based on chosen product options. However, the client acknowledges that while this is the objective, there is no guarantee of achieving these objectives, returns, or capital preservation.

Why Invest in Invasset PMS?

INVasset Portfolio Management Services (PMS) offers a disciplined and data-driven approach to help investors achieve consistent and superior returns. Through its INVasset Objective Method Investing strategy, the firm focuses on the following key principles:

  • Minimized Biases: INVasset eliminates human biases and emotional decision-making by adopting a systematic investment process.
  • Proven Strategies: The firm employs strategies validated by over 30 years of back-testing across diverse market cycles.
  • Low Churn Ratio: INVasset maintains a churn ratio below 0.5, ensuring minimal portfolio turnover and cost efficiency for its clients.
  • Comprehensive Coverage: The firm invests across the entire universe of listed Indian stocks to capture a wide range of opportunities.
  • Strategic Risk Management: INVasset strategically shifts investments to safer options when markets become expensive, safeguarding client capital.
  • Disciplined Approach: The firm’s data-driven methodology ensures a structured and consistent investment process.
  • Consistent Alpha: INVAS aims to deliver a reliable alpha to meet the financial goals of its clients.
  • Focused Portfolio Management: The firm provides active, unbiased portfolio management to keep client investments aligned with market dynamics.

 

Investment Approach

INVasset LLP invests in any security described under the Securities Contracts (Regulation) Act, 1956, to meet the investment objective. INVasset invests in equity and other investable securities per the Securities Contracts(Regulation) Act, 1956. The selection of securities is done as per the fund manager’s expertise on a best-effort basis, depending on market conditions.INVasset LLP benchmarks itself to the S&P BSE 500 TRI. The S&P BSE 500 TRI index aligns with INVasset investment style and strategies. Consisting of the top 500 constituents in the S&P BSE All Cap, it covers all major industries in the Indian economy. Thus, the S&P BSE 500 TRI Index is the chosen benchmark for performance comparison. The portfolio investments may be short-term, medium-term, or long-term, depending on investment objectives and prevailing market conditions.

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Fund Overview

INVasset Growth Fund PMS utilizes a proprietary INVasset’s AAID (Advanced Algorithms for Investment Decisions) model to assess market conditions and design investment portfolios. It categorizes stocks into four key segments: Deep Discount Sales (undervalued opportunities), trendsetters (momentum-driven picks), Safety Shells (stable, risk-averse investments), and Shining Stars (high-growth potential stocks). The AAID Shifter ensures a dynamic and adaptive approach to portfolio management, aligning investments with market trends for optimal returns.

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