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Premium Access AIF Category III

CapitalK

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Category AIF Category III
Company CapitalK Asset Advisors Private Limited
Fund Managers Kartik Nair
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About Company

CapitalK Asset Advisors Private Limited

CapitalK Asset Advisors Private Limited operates as the dedicated Investment Manager for the fund, providing the corporate machinery, institutional research desks, and legal compliance structures required to manage capital in public markets. Based out of India’s premier financial corridors, the asset management firm enforces institutional-grade security architecture, compliance workflows, and multi-tier quantitative risk systems. It serves as an essential regulatory and advisory interface between sophisticated international allocators and Indian capital markets.

Fund Snapshot

Parameter Details
Fund Name CapitalK
SEBI Registration No. IN/AIF3/21-22/0929
Fund Category Category III Alternative Investment Fund (AIF)
Fund Structure Registered Indian Trust
Target Segment Listed Indian equities, multi-cap opportunities, and high-growth capital market instruments

Fund Purpose

CapitalK is established as a highly specialized Category III institutional vehicle engineered to maximize risk-adjusted financial returns through active trading and long-term capital deployment in public equity markets. By leveraging diverse, sophisticated investment styles—including long-biased strategies, derivative hedging, and opportunistic public-market block allocations—the fund aims to generate alpha for high-net-worth individuals and corporate treasuries looking for structured secondary market performance.

Fund Philosophy

Uncompromising Fundamental Research

The fund relies on an exhaustive, bottom-up fundamental evaluation of corporate balance sheets, industrial micro-dynamics, and corporate governance to select market leaders with durable competitive moats.

Dynamic Hedging and Risk Management

Recognizing public market volatility, the strategy systematically integrates advanced structural hedging, derivative overlays, and liquid cash positioning to actively minimize downside risk during macroeconomic contractions.

Sector-Agnostic Structural Alpha

The fund avoids rigid sector tracking, remaining highly agile and shifting its capital exposure dynamic toward economic segments showing accelerating earnings velocity and expanding operational margins.

Multi-Year Compound Horizon

Operating with a long-term capital compounding perspective, the philosophy filters out near-term macroeconomic noise and daily market fluctuations, ensuring core capital stays aligned with systemic long-term business performance.

Process-Driven Quantitative Overlays

By embedding modern quantitative data analysis and systematic execution frameworks, the fund minimizes human cognitive bias, maximizing transaction efficiency across highly liquid large-cap and mid-cap equity blocks.

Section: Fund Leadership
Meet the Fund Managers

Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.

Kartik Nair

Kartik Nair is a highly accomplished public markets fund manager and equity analyst with over 18 years of profound experience managing absolute-return strategies and institutional long-short portfolios. Prior to spearheading CapitalK, he held senior portfolio leadership roles at premier domestic investment houses, managing public market equities exceeding ₹3,000 crores. He holds an advanced degree in Financial Engineering and specializes in implementing deep fundamental equity screening and complex derivative risk-mitigation frameworks.

Section: Help & Support
Frequently Asked Questions

Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.

Q1: What category of Alternative Investment Fund is CapitalK? +

A: CapitalK is fully registered and regulated by the Securities and Exchange Board of India (SEBI) as a closed-ended Category III Alternative Investment Fund (AIF) under registration number IN/AIF3/21-22/0929.

Q2: How do Category III AIFs differ from Category I and II funds? +

A: Category III AIFs primarily trade in public markets and can deploy complex trading strategies, write options, use leverage, and implement active public equity arbitrage strategies that are not typically practiced by Cat I and II venture capital or private equity funds.

Q3: Which financial assets does CapitalK primarily invest in? +

A: The fund channels its capital primarily into listed Indian equities, equity-linked structural derivatives, money-market instruments, and large-scale public market block placements.

Q4: Is there a regulatory lock-in period or minimal entry size for this fund? +

A: Yes, in accordance with current SEBI AIF statutory guidelines, individual and corporate investors must satisfy a strict minimum investment ticket threshold of ₹1 crore to acquire units in the scheme.

Q5: Who is the typical target investor for CapitalK? +

A: The fund is tailored for institutional investors, family offices, corporate treasuries, and high-net-worth individuals (HNIs) who are seeking professional public equity allocation with integrated risk management.

Section: Contact Us
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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.