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IME Bespoke Wealth

Distributed through AltPort Experts. Comprehensive fund documentation can be accessed through our research team.
Category PMS
Company IME Portfolio Managers LLP
Fund Managers Ashi Sarava Anand
Benchmark BSE 500 TRI
Share: f x in w

About Company

IME Portfolio Managers LLP

Founded in 2025, IME Portfolio Managers LLP (commonly known as IME PMS) is a SEBI-registered boutique investment firm built on a research-first approach to wealth management. Headquartered in India, the firm operates with complete independence, completely free from external shareholder pressures or retail sales targets that often lead to misaligned product distribution. IME differentiates itself by deploying institutional research process rigour to individual portfolios, aiming to shrink the common insight gap between core analysts and clients. The firm utilizes proprietary asset tracking frameworks to run concentrated microtrend strategies alongside customized, high-conviction discretionary public equity portfolios for high-net-worth individuals and family offices.

Fund Snapshot

Parameter Details
PMS Provider Name IME Portfolio Managers LLP
Strategy & Product Name Equity (Equity)
Benchmark BSE 500 TRI
Date Of Inception 01/10/2025
Fund Age 8 Months
Minimum Investment Amount ₹5,000,000
Fixed Fees Structure 2.5%
Variable Fees Structure AMC: 1.5% | Hurdle: 10% | Profit Sharing: 20%
Exit Load 0%
Assets Under Management (AUM) ₹8.87 CR

Fund Purpose

The primary objective of the IME Bespoke Equity approach is to generate sustainable long-term capital appreciation by constructing highly tailored equity portfolios matched to the specific parameters of individual investors. Deviating from rigid, uniform model portfolios, this strategy recognizes that unique risk tolerances, tax profiles, and legacy holdings require personalized execution, allowing for custom-built equity construction while utilizing disciplined corporate analysis to deliver performance relative to the BSE 500 TRI benchmark.

Fund Philosophy

Tailor-Made Individual Customization

The core strategy rejects a one-size-fits-all model, building separate, dedicated stock configurations around the custom restrictions, specific stock exclusions, and distinct sectoral preferences of each individual subscriber.

Driven by the IME Twin-Engine Framework

Stock selection is structurally grounded in a proprietary Twin-Engine framework, a model that systematically converts complicated business developments into two clear, distinct variables: expected shifts in earnings growth and multiple movements.

Research-First Structural Orientation

The strategy applies rigorous institutional analysis to public market assets, ensuring that even within personalized client constraints, every chosen equity candidate undergoes thorough financial forensic and scuttlebutt due diligence.

Variable Cost Dynamic Alignment

By setting up an active performance option backed by a high 10% hurdle rate and a 20% profit split, the fund aligns its operational goals to generate real active alpha before performance incentives are triggered.

Unrestricted Capital Multi-Cap Flexibility

The approach utilizes the broad BSE 500 index universe to comfortably capture fundamental value, maintaining absolute flexibility to pivot allocations across large, mid, or small-cap companies depending on an investor's personal timeline.

Section: Performance Analysis
Fund Growth vs Benchmark Trend

Track how the fund has performed against its benchmark over time through a comparative line graph analysis.

IME Bespoke Wealth

Benchmark: BSE 500 TRI

Section: Performance Comparison
Fund vs Benchmark Bar Graph

Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.

Section: Performance Comparison
Fund vs Benchmark Comparison Table

Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.

Valcreate Investment Managers LLP

AUM(Cr.) 1M 3M 6M 1Y 2Y 3Y 4Y 5Y Ince.
Performance NA 0.00 0.00 0.00 0.00 0.00 0.00 NA NA 0.00
Benchmark NA 0.00 0.00 0.00 0.00 0.00 0.00 NA NA 0.00
Section: Fund Leadership
Meet the Fund Managers

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

Ashi Sarava Anand

Ashi Sarava Anand (Ashi Anand) is the Founder, CEO, and Principal Portfolio Manager of IME Portfolio Managers LLP, directing the investment mandates for specialized strategies including IME Bespoke Equity. A seasoned capital markets veteran with over 20 years of experience, Ashi spent two decades managing portfolios at top-tier financial institutions, including ICICI Prudential Asset Management (PMS), Kotak Mahindra Investment Advisors, Allegro Capital Advisors, and Valcreate Investment Managers. Notably, at ICICI Pru, he was part of the core team that scaled PMS assets from ₹40 crores to ₹5,000 crores, with his managed Deep Value Portfolio achieving a top-three performance ranking out of 127 competing funds. Ashi holds deep expertise in designing structured products and navigating multi-cycle equity trends using his specialized growth-and-multiple valuation metrics.

Section: Help & Support
Frequently Asked Questions

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

1. What is the minimum ticket size required to access the IME Bespoke Equity portfolio? +

In strict compliance with the statutory regulations enforced by SEBI for all Portfolio Management Services (PMS) operating in India, investors must deploy a minimum investment threshold of ₹5,000,000 (₹50 Lakhs) to subscribe to the IME Bespoke Equity strategy.

2. How work the variable and performance fee variations for the IME Bespoke Equity plan? +

When opting for the variable fee variation under the IME Bespoke Equity plan, the fund levies a reduced base management fee of 1.5%. A performance fee of 20% profit sharing is then applied only on returns that exceed a fixed hurdle rate of 10%.

3. What makes the custom stock selection of the IME Bespoke Equity strategy unique? +

Unlike rigid standard funds, the IME Bespoke Equity strategy allows investors to set personalized rules. Clients can specify custom mandates, such as excluding entire sectors due to personal choices, managing concentrated exposures, or aligning the portfolio with specific tax conditions.

4. Does the IME Bespoke Equity portfolio charge a penalty for capital redemption? +

No, the IME Bespoke Equity strategy features an exit load structure of 0%. This terms framework provides investors with maximum liquidity, allowing capital withdrawals or structural portfolio adjustments without triggering any premature redemption charges.

5. How does the BSE 500 TRI function as the reference benchmark for IME Bespoke Equity? +

The BSE 500 Total Returns Index (TRI) tracks the equity movements and dividend payoffs of the top 500 listed Indian corporations. Since the IME Bespoke Equity portfolio picks opportunities across large, mid, and small-cap segments, this broad index acts as the optimal yardstick to track its net performance.

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.

Section: Insights & Articles
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