About Company
Valcreate Investment Managers LLP
Valcreate Investment Managers LLP is a Mumbai-based, SEBI-registered portfolio management service (PMS) firm established in 2017 by Rajesh Pherwani, a seasoned investment professional with over 27 years of experience. The firm specializes in creating highly disciplined, research-driven, and concentrated equity portfolios for high-net-worth individuals, requiring a minimum investment of around ₹50 Lakhs. Valcreate's investment decisions are guided by its proprietary GQV (Growth, Quality, and Value) Investment Framework. They have been recognized for strong performance, with some strategies achieving top rankings during challenging market periods, such as the COVID-19 pandemic, and the IME Digital Disruption strategy being featured in the top 10 PMS funds in August 2024. The core team boasts over 5 decades of combined experience, ensuring an institutional approach to wealth management.
Fund Snapshot
| Parameter | Value |
| PMS Provider Name | Valcreate Investment Managers LLP |
| Strategy Name | Equity |
| Product Name | Others |
| Benchmark | BSE 500 TRI |
| Date Of Inception | 10/02/2023 |
| Age | 3.4 Years |
| AUM (Cr) | ₹1.60 |
| Min. Inv. Amount | ₹50,00,000 |
| Fixed Fees Structure | NA |
| Variable Fees Structure | NA |
| Exit Load | NA |
Fund Purpose
The main purpose of the Valcreate Bespoke portfolio is to deliver fully customized, tailor-made equity solutions configured directly around an individual investor's explicit investment objectives. Moving away from rigid, one-size-fits-all model strategies, this approach constructs specialized standalone mandates that closely align an investor's specific risk tolerances, sector exclusions, and long-term capital compounding goals into a personalized structure.
Fund Philosophy
Customized Mandates
The portfolio operates on an absolute preference for personalization, ensuring that the final asset mix and exposure limits reflect individual investor preferences rather than model constraints. Every account is managed under unique parameters, giving clients targeted control over their financial boundaries and specific tax planning structures.
Adaptive Style Management
The strategy moves flexibly across growth and value cycles by adapting its primary focus based on the specific mandate assigned by the investor. Instead of forcing a default style bias, the allocation processes adjust dynamically across market caps to align perfectly with the predefined expectations of the client.
Strategic Risk Tuning
Risk management framework boundaries are configured to respect individual threshold limits, creating customized volatility buffers within the portfolio. This allows the strategy to adjust individual stock caps and cash positions proactively based on the investor's capacity to absorb downside movements.
Direct Sector Alignments
The strategy enforces deliberate structural screens to allow for personalized sector inclusions or absolute exclusions, satisfying specific thematic interests or existing business exposures. This flexible screening ensures that the customized portfolio doesn't duplicate risk vectors already present in an investor's outside net worth.
Structural Valuations Alignment
By managing concentrated exposures built to individual entry requirements, the strategy evaluates target valuations strictly through the lens of long-term holding efficiency. This focused approach prevents investors from getting locked into expensive market clusters, securing a comfortable entry buffer across customized stock selections.
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Vacreate Bespoke strategy
Benchmark: BSE 500 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Valcreate Investment Managers LLP
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹1.58 | 0.62 | 1.57 | 3.52 | 9.14 | 9.32 | 7.63 | NA | NA | 7.79 |
| Benchmark | NA | 2.19 | 3.78 | 1.99 | 2.98 | 0.42 | 11.89 | NA | NA | 15.29 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Rajesh Pherwani
Rajesh Pherwani is a seasoned investments professional, with 27+ years of research & fund management experience at top-AMC’s (including HDFC Ltd, HDFC AMC and L&T AMC). Rajesh worked as a senior equity analyst at HDFC Ltd & HDFC AMC between 1996-2004, post which he joined L&T AMC as Head of Research and Fund Manager between 2012-2016. His track record as an analyst includes many multibagger picks on the back of strong sectoral specialisation and his fund schemes were all top quartile during his stint as a fund manager. In 2017, Rajesh founded Valcreate Investment Managers LLP and set it up as a SEBI registered portfolio management firm in 2018. Under Rajesh, Valcreate strategies became no.1 in 2020 among all PMSs during the most difficult Covid phase. Today Valcreate has an enviable track record and manages multiple client accounts under various portfolio strategies. Rajesh has been regularly appearing in news channel interviews and has been quoted by multiple newspapers on his views.
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Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
A: Unlike standard model-based strategies where every client gets an identical stock replica, the Bespoke portfolio builds a completely customized equity strategy from the ground up tailored to your specific return expectations, risk thresholds, and financial goals.
A: Because this is a highly personalized mandate, the fixed fees, performance-linked variables, and exit load structures are not generalized. Instead, they are structured and negotiated independently based on the size of your capital commitment and portfolio complexity.
A: Yes, absolute customization is a core pillar of this strategy. You can easily specify corporate governance preferences, personal ethical guidelines, or business-related exclusions to ensure the fund manager skips industries you do not wish to own.
A: This approach is optimized for high-net-worth individuals (HNIs) who require highly structured equity exposures that standard multi-cap strategies cannot fulfill, or those who need an equity allocation that actively compliments a complex external wealth layout.
A: The portfolio measures its long-term investment efficiency, net alpha delivery, and underlying asset volatility against the broad-market S&P BSE 500 Total Returns Index (TRI), tracking both absolute capital gains and accrued dividends.
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