About INVasset LLP
INVasset LLP is a SEBI-registered Portfolio Manager focused on quantitative, research-driven Portfolio Management Services for investors seeking a systematic approach to Indian equities. The firm operates under SEBI registration INP000006907 and has built its investment process around data, quantitative analysis and a proprietary rules-based framework.
INVasset’s investment approach is centered on AAID — Advanced Algorithms for Investment Decisions, its proprietary quantitative investment framework. The system combines data-driven analysis with investment research to evaluate a broad universe of listed companies and support portfolio positioning across different market environments.
The firm's current positioning combines more than three decades of market experience with technology, quantitative research and a systematic investment process. Its proprietary framework analyses 1,500+ listed companies across 170+ financial and technical parameters, helping the investment team evaluate companies and changing market conditions in a structured manner.
INVasset operates as an LLP and has a presence across multiple locations, with its primary office in Mumbai and additional operations associated with Ludhiana, Gurugram, Ahmedabad GIFT City and Dubai.
The investment team includes Rajnish Garg, Founder and Partner, and Anirudh Garg, Partner and Fund Manager. Rajnish Garg brings extensive experience in the Indian equity markets and focuses on the firm's broader leadership, governance and institutional framework. Anirudh Garg is responsible for fund management and is the architect of the firm's AAID investment system.
INVasset currently offers three PMS strategies — INVasset Growth Fund, INVasset Leaders Fund and INVasset Prime Fund — providing investors with different applications of its systematic equity-investing framework.
For investors exploring the broader INVasset LLP profile, the firm's investment philosophy, PMS strategies and fund-management team provide the foundation for understanding its approach to quantitative portfolio management.
The INVasset Investment Philosophy: AAID and the Four Market Stages
At the centre of INVasset's investment process is AAID — Advanced Algorithms for Investment Decisions. It is a proprietary quantitative framework designed to bring data, systematic analysis and investment research into the portfolio-management process.
The framework evaluates a universe of 1,500+ listed companies using 170+ financial and technical parameters. This allows the investment process to analyse company-level characteristics at scale while reducing dependence on a single subjective investment view.
A key component of the framework is the AAID Shifter, which helps identify the prevailing stage of the equity market and guides portfolio positioning accordingly.
The framework broadly operates across four market stages:
1. Value
The Value stage focuses on opportunities where valuations and market conditions can create attractive entry points. The process evaluates companies through quantitative and research-based parameters rather than relying only on headline valuations.
2. Growth
The Growth stage focuses on companies displaying stronger growth characteristics and potential for earnings expansion. The framework seeks to identify businesses where growth prospects and market conditions support a constructive investment case.
3. Quality
The Quality stage places greater emphasis on established businesses with stronger quality characteristics, business fundamentals and competitive attributes.
4. Safety
The Safety stage is designed for periods when market conditions call for greater risk awareness. Portfolio positioning can become more defensive, with greater emphasis on liquidity, capital preservation considerations and reducing exposure to higher-risk opportunities.
The objective of these stages is not to predict every market movement. Instead, the framework is designed to provide a structured and systematic way of adapting portfolio positioning as market conditions evolve.
This combination of quantitative analysis, market-stage awareness and research validation forms the core of the INVasset investment process.
INVasset PMS Strategies
INVasset currently offers three principal PMS strategies. Each strategy is managed within the firm's broader quantitative and research-driven investment framework.
| PMS Strategy | Internal Page |
| INVasset Growth Fund | View INVasset Growth Fund |
| INVasset Leaders Fund | View INVasset Leaders Fund |
| INVasset Prime Fund | View INVasset Prime Fund |
For detailed information about individual strategies, including their investment objectives, portfolio approach, risk factors and other relevant disclosures, investors should review the respective product pages and applicable scheme documentation.
INVasset Founders and Investment Team
Rajnish Garg — Founder & Partner
Rajnish Garg is the Founder and Partner of INVasset LLP. He brings more than three decades of experience in the Indian equity markets and has played a central role in building the firm's investment philosophy and institutional framework.
His responsibilities include leadership, governance and oversight of the firm's broader investment organisation.
Rajnish Garg's experience also forms part of the market knowledge and proprietary-investing lineage that underpins INVasset's systematic approach.
Anirudh Garg — Partner & Fund Manager
Anirudh Garg is a Partner and Fund Manager at INVasset LLP and the architect of the firm's proprietary AAID investment system.
He has 17+ years of investment and research experience, with a strong orientation toward quantitative investing and systematic portfolio management. His responsibilities include investment management across INVasset's PMS strategies and continued development of the firm's research-driven investment process.
Anirudh Garg's approach combines quantitative analysis, data, market-stage awareness and disciplined portfolio construction.
Investors can learn more about his background, qualifications, investment philosophy and role at INVasset through the dedicated Anirudh Garg fund manager profile.
Explore INVasset PMS Strategies
Explore the three INVasset PMS strategies through their dedicated ALTPORT pages:
To understand the investment professional responsible for the firm's PMS strategies, explore the Anirudh Garg fund manager profile.