Long Term Wealth Creation

Investment Philosophy

Invest in small and mid cap companies with promising prospects for outperformance.

Opportunity Size

Businesses with a large potential customer base, high market demand, alignment with market trends, and clear competition landscape

Competent Management

Businesses run by capable and ethical management with a vested interest in the company, having superior capital allocation and execution track record,

Margin of Safety

Buy below intrinsic value, to earn above-average returns, while safeguarding against potential losses and preserving capital if assumptions prove incorrect

Long Term Focus

Select companies with bottom-up, stock specific fundamental research, with a view to hold for the long term, monitoring the fundamental performance

→

Why Us?

Skin in the Game Invest my own money in the advisory portfolio companies. This means any loss in the portfolio is borne equally by me and ensures careful selection of investment opportunities.

Client Focus At the heart of our approach is to prioritize the needs of our clients, and support to achieve financial objectives, with the aim of building long-term relationships, founded on trust, respect, and open communication.

Transparency Trust is the cornerstone of our relationship with clients. This entails providing information about our investment philosophy, fees, and regular performance reports while adhering to regulatory requirements.

Fiduciary Duty The approach is to prioritize the legal and ethical interests of clients by providing services aligned with their goals, risk tolerance, and financial situation, while ensuring that conflicts of interest are avoided

Objectivity Our service is impartial and free from personal biases or external pressures. We conduct comprehensive research and analysis, considering all relevant factors when making investment decisions.

Complaint Status

Complaint status according to SEBI Circular SEBI/HO/IMD/IMD-II CIS/P/CIR/2021/0685 dated December 13, 2021 is updated regularly. Know more

Not happy?

Prashant's investment advice has helped me achieve great returns in small and mid cap companies.

John Doe

★★★★★