Fund 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 â‚¹50 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 Name Category Actions
VALCREATE – GROWING INDIA STRATEGY
PMS
Valcreate Lifesciences & speciality opportunities
PMS