About Anirudh Garg
Anirudh Garg is a Partner and Fund Manager at INVasset LLP, where he is responsible for investment management across the firm’s PMS strategies. He brings more than 17 years of experience in stock-market research and proprietary investing, with a strong orientation toward quantitative and research-led decision-making.
His role at INVasset combines investment research, portfolio construction and the continued development of a systematic framework for evaluating companies and market conditions. Rather than relying solely on discretionary market calls, his approach emphasizes structured analysis, data, disciplined processes and the reduction of behavioural biases in investment decisions.
Anirudh Garg is also the architect of INVasset’s proprietary AAID — Advanced Algorithms for Investment Decisions — investment system. The framework brings together quantitative analysis, data and research to evaluate companies and identify opportunities across different stages of the equity market.
Under his investment leadership, INVasset’s PMS strategies use a systematic approach to portfolio positioning, with the framework adapting to changing market conditions through its Value, Growth, Quality and Safety stages.
Anirudh Garg currently manages the investment strategies offered by INVasset LLP, including the Growth, Leaders and Prime strategies. His responsibilities involve applying the firm’s investment process while maintaining a focus on disciplined portfolio management, research and risk awareness.
Education and Qualifications
Anirudh Garg has a Bachelor’s qualification from Shaheed Sukhdev College of Business Studies (SSCBS) and a master’s degree in Investment Management from the ICMA Centre, UK.
His academic background, combined with extensive experience in equity research and proprietary investing, supports his quantitative and analytical approach to portfolio management.
The exact title of his bachelor’s degree should be used only after formal confirmation from the relevant official documentation. His master’s qualification in Investment Management from the ICMA Centre is reflected in the available fund-manager information.
Career Timeline
Early Proprietary Investing
Anirudh Garg entered proprietary investing before the 2008 global financial crisis. His early exposure to changing market conditions helped shape a research-led investment process focused on understanding businesses, market cycles and portfolio risk.
Development of a Research-Led Process
Over time, his investment approach evolved toward a more structured and systematic process. Quantitative research and data became increasingly important in evaluating companies, identifying market trends and reducing the influence of behavioural biases.
Development of AAID
Anirudh Garg played a central role in developing INVasset’s proprietary AAID investment framework. The system was designed to bring quantitative analysis, data and investment research together into a structured decision-making process.
INVasset Growth Fund — 2020
The INVasset Growth Fund was launched on 8 January 2020. The strategy uses INVasset’s systematic investment framework for equity selection and portfolio positioning. Anirudh Garg is identified as the fund manager.
Leaders and Prime Strategies — 2025
INVasset subsequently launched its Leaders Fund and Prime Fund on 14 February 2025, with Anirudh Garg identified as the fund manager for both strategies.
Current Role
Today, Anirudh Garg serves as Partner and Fund Manager at INVasset LLP, overseeing the investment process across the firm’s PMS strategies and continuing to develop its quantitative, research-driven approach.
Anirudh Garg’s Investment Philosophy
Anirudh Garg’s investment philosophy is built around discipline, objectivity, quantitative research and long-term equity selection.
Quantitative Research
Investment decisions are supported by systematic analysis of market and company-level data rather than relying exclusively on subjective market views.
Reducing Behavioural Bias
A key objective of a systematic process is to reduce the influence of emotional and behavioural biases that can affect investment decisions, particularly during periods of market volatility.
Market-Stage Awareness
INVasset’s framework recognizes that different phases of the equity market can favour different investment characteristics. Its AAID framework therefore incorporates four broad stages — Value, Growth, Quality and Safety — to help determine portfolio positioning.
Disciplined Portfolio Positioning
Portfolio construction is guided by a defined investment process. The objective is to align portfolio positioning with the prevailing market environment while maintaining discipline around company selection and risk.
Long-Term Equity Selection
The investment approach focuses on identifying fundamentally and quantitatively attractive businesses with the objective of participating in long-term equity-market opportunities.
This philosophy combines technology and data with investment research, while recognizing that market conditions and portfolio risks can change over time.
Anirudh Garg and the INVasset AAID Framework
Anirudh Garg is the architect of INVasset’s proprietary AAID — Advanced Algorithms for Investment Decisions framework.
The system applies quantitative analysis to a broad listed-company universe and evaluates companies using 170+ parameters. The framework is designed to screen more than 1,500 listed companies, after which research and investment processes are used to evaluate potential opportunities.
AAID also considers the stage of the equity market through four broad investment phases:
- Value — identifying opportunities where valuations and market conditions create potential entry points.
- Growth — focusing on businesses with growth characteristics and scalable opportunities.
- Quality — emphasizing businesses with stronger quality characteristics and established competitive attributes.
- Safety — emphasizing risk management and capital preservation considerations when market conditions warrant a more defensive positioning.
The framework is intended to provide a structured investment process rather than depend solely on individual market predictions.
Funds Managed by Anirudh Garg
Anirudh Garg is associated with the following INVasset PMS strategies:
| PMS Strategy | Inception | Benchmark | Category |
| INVasset Growth Fund | 8 January 2020 | S&P BSE 500 TRI | Equity PMS |
| INVasset Leaders Fund | 14 February 2025 | BSE 500 TRI | Equity PMS |
| INVasset Prime Fund | 14 February 2025 | BSE 500 TRI | Equity PMS |
The Growth Fund has a minimum investment of ₹50 lakh and is an open-ended discretionary PMS strategy. The Leaders and Prime strategies also have a ₹50 lakh minimum investment and are benchmarked against the BSE 500 TRI.
INVasset Growth Fund
The Growth Fund was launched in January 2020 and applies the INVasset quantitative investment framework to equity investing.
INVasset Leaders Fund
The Leaders Fund was launched in February 2025 and focuses on equity opportunities through its defined investment approach.
INVasset Prime Fund
The Prime Fund was also launched in February 2025 and follows INVasset’s equity investment framework.
For investors looking to understand the broader firm and its investment offerings, INVasset LLP provides additional information about the portfolio manager and its strategies.
Explore More INVasset Investment Opportunities
Explore the broader range of portfolio management services available through ALTPORT.
Investors can also explore the individual INVasset Growth Fund, INVasset Leaders Fund and INVasset Prime Fund strategies.
For assistance in understanding the strategies and conducting further research, connect with the research team.