Fund Philosophy
The firm’s philosophy is rooted in long-term wealth creation with a "skin in the game" approach. Their core guiding principles include:
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Fiduciary Responsibility: Treating client capital with the same care as their own.
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Fundamental Focus: A deep emphasis on identifying high-quality businesses within the Indian equity market.
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Integrity and Transparency: Maintaining high standards of accountability and clear communication regarding investment choices.
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Long-Term Orientation: Prioritizing structural growth over short-term market noise.
Investment Method
Accelt employs a disciplined, research-driven methodology to manage its portfolios. Their primary investment approach is encapsulated in their flagship strategy:
Accelt Long Term Equity Fund
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Category: Flexicap (investing across large, mid, and small-cap stocks based on opportunity).
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Benchmark: S&P BSE 500 TRI.
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Methodology:
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Stock Selection: A blend of systematic quantitative analysis and deep fundamental research.
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Bottom-Up Approach: Selecting individual companies based on their business strength, management quality, and valuation rather than making broad sectoral bets.
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Portfolio Construction: Focuses on a concentrated or semi-concentrated portfolio (typically 15-25 stocks) to ensure high-conviction ideas drive performance.
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Risk Management: Emphasizes "margin of safety" to protect capital during market downturns while participating in growth cycles.
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Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Vaibhav Agarwal
Vaibhav Agarwal is the driving force behind Accelt Asset Management, bringing over 15 years of deep expertise in equity research and portfolio management. Before founding Accelt in 2024, he held prominent roles as the Head of Research at Basant Maheshwari Wealth Advisers and worked with leading financial institutions including Citibank, ICICI Bank, and the Aditya Birla Group. A highly qualified professional, he is a Chartered Accountant, a CFA Charterholder, and a Company Secretary. His investment philosophy centers on fundamental research, focusing on high-ROCE (Return on Capital Employed) businesses with sustainable moats to generate long-term wealth for both HNI and retail clients.
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