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Fund Snapshot

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About Fund Manager

Neelesh Dhamnaskar : Principal Officer – Portfolio Management Services

Neelesh has over 17 years’ experience in equity markets and financial services domain. Before joining the PMS division of Invesco, Neelesh was managing few equity funds, overseas fund of fund schemes of Invesco Mutual Fund as well as tracking few sectors as an analyst. He was previously working with Enam(now a part of Axis Bank) where he was tracking companies across sectors and assisting the PMS Fund Manager in his investment decisions. Prior to this, he was working with KRC, a domestic broking house in equity research and has also worked with Anand Rathi Securities Limited as a Commodities Research Analyst. Neelesh holds a Commerce degree and an MMS degree with specialization in Finance from Mumbai University.

Taher Badshah:Chief Investment Officer – Invesco

Taher Badshah holds a B.E. degree in Electronics from the University of Mumbai. He further studied and secured a Masters in management studies with a specialization in finance from S.P. Jain Institute of Management.

Taher Badshah was the Senior Fund Manager and Head Equities of Mutual Funds at Motilal Oswal Asset Management. Mr. Badshah has experience of 27 years in the Indian equity market, of which ten years in sell-side research and the rest 14 in Fund Management. He has worked with various companies, including Kotak Mahindra Investment Advisors, ICICI Prudential Asset Management, and Alliance Capital Asset Management. Since 2017, Mr. Badshah has been the President and CIO at Invesco Mutual Funds

Investment Philosophy

An investment philosophy is the skeleton of an investment company. Firms might administer investment funds for many investors at once. They may go into private equity. In addition, there are additional responsibilities for the organisation, such as business development and marketing, IT, pricing and accounting.

  • A one-stop to know about foreign investing.
  • Around $1.5 trillion in assets are managed by firms throughout the world.
  • Investment experts who are dedicated to you
  • Publicly traded on NYSE, S&P 500 constituent
  • Excellent balance sheet, investment-grade debt rating, and solid financials
  • An investment’s perspective and an industry’s voice

Invesco India Caterpillar Portfolio

Investment management firms manage their clients’ money. They pick an appropriate mix of investments for their clients, from fast-growing risky stocks to safe but slow-growing bonds. The goal is to deliver a return that meets the client’s expectations while minimising risk.

Invesco Asset Management (India) wants to provide individual investors, corporate and institutional investors with mutual funds and sub-advised portfolios to fulfil their investment requirements. The firm has an average asset base of over INR 42,881.48 billion (for the quarter ending September 2021). Management teams direct the company’s product line focused on achieving the right balance and outcomes. We are dedicated to providing high-quality services and financial care. We follow long-term business models and processes that account for the changing nature of the market. Investors can anticipate Invesco’s best-in-class investment solutions, which will benefit from the experience and access to the world.

Investment management firms undertake all of the work involved in developing a client’s investment portfolio and provide new investment possibilities that would otherwise be unavailable. Investment management firms serve a wide range of investors. Some specialise in wealthy individuals. Others focus on businesses, NGOs, trusts, or major corporations.

  1. Assess clients’ financial goals and attitude to risk
  2. Monitor potential investments
  3. Create investment strategies

Unique Feature

  • Investors’ priorities are their priorities, and they are dedicated to assisting clients in achieving their financial objectives.
  • Dedicated relationship experts who specialize in the needs of specific channels and customer requirements
  • Dedicated assistance with a broad range of business-building solutions and professionals to assist the clients succeed.
  • North American, Asian-Pacific, and European portfolio managers, analysts, and researchers are all working on the project.
  • They offer remote communications services. They provide clients with an on-the-ground presence in over 20 countries and services in more than 120 nations.
  • Over 8,200 employees now work at the firm.

Investment Strategy

Their equity investment strategy is focused on generating capital appreciation for the investor. Their primary goal is to provide the investor with a better rate of return than would be obtained from a market index over time. Their investment theory is that stock markets are not entirely efficient. Over time, a well-funded and organized research effort with a disciplined portfolio management technique will outperform the market index.

  • Another important pillar of their method is to adhere to the fund’s objective as stated in the offer document at all times, even if circumstances change. This is crucial to long-term success, even if adhering to the directive may result in short-term underperformance.
  • Their approach to investing is based on a matrix framework of company, industry, economic, and technical analysis.
  • Many of the inputs for this framework will come from the equity team, although we may also obtain information from external sources when required.
  • The portfolio’s goal is to achieve capital appreciation over time by investing in a diversified portfolio.

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