About Company
INVasset LLP
INVasset LLP is an investment firm dedicated to guiding individuals toward achieving financial freedom through a disciplined approach to wealth creation. Their philosophy centers on identifying and investing in high-performing businesses and resilient management teams that demonstrate long-term growth potential. By focusing on sustainable value generation, the firm aims to deliver robust returns for its clients, targeting significant capital appreciation—specifically aiming for 1.5x to 2.0x growth over a 3-to-4-year horizon. Through this strategic, research-backed methodology, INVasset LLP seeks to provide investors with a reliable pathway to building lasting wealth within the framework of their professional portfolio management services.
Fund Snapshot
| Fund Type | SEBI Registered PMS: INP000006907 |
|---|---|
| Minimum Investment | Vary with plan and Investor profile (Min ₹50 lacs) |
| Fund Type | Open Ended |
| Benchmark | S&P BSE 500 TRI |
| Structure | Discretionary PMS |
| Portfolio manager | Rajnish Garg |
Invasset Core Investment Beliefs
- Recency Bias – Human Mind tends to place importance on the events that are recent in the memory leading to forced decisions by Greed & Fear.
- Ambiguity of Expectation – Lack of data & knowledge leads to unclear financial expectations & incorrect financial decisions.
- Growth Oriented – Invasset is hungry for growth. Invasset long term portfolios have a higher PE ratio as compared to peers.
- Quality is the key – Invasset believes Quality is the only way forward. Quality is what seperates Mediocre & Winners.
- Interest Rate Cycle – Interest Rate plays a major role in deciding the future performance of the company.
- Capital is Sacred – Appreciation of the capital should be consistent & permanent & Depreciation of the capital should be limited & temporary
- Optimal Churning – An optimally researched churning process with conservative bias will generate superior returns compared to passive investing.
Fund Overview
How do they construct your Portfolio?
- The deep discount sale- Invasset looks for a beaten down industry leader that trade below their fair value in events of market meltdowns
- The trend setters- Invasset looks for a company that have recent tailwinds in their favor & should lead for the next 12-18 months
- The shining stars- Invasset targets companies that continues delivering growth irrespective of market conditions
- The safety shells- Invasset look for protection or hedged portfolio when the market reaches the unsustainable situation
INVasset Edge
- INVasset Go- View all Portfolios, Newsletters, Stocks & Sector Reports at the click of the button in INVasset inhouse portal.
- INVasset P4P- INVasset do not encourage fixed fees, they have the most genuine & transparent fee structure in the industry.
- INVasset Concierge- Joining INVasset Concierge, personalised support is a call away
- INVasset AAID- Proprietary in house research model combining algorithms & models based on 30+ years of experience
| Parameter | INVasset Pay 4 Performance (Plan A) | INVasset Hybrid (Plan B) |
|---|---|---|
| Fixed Fees | NIL | 1.5% p.a. |
| Performance Fees | 20% of profits (net of expenses) | 20% of profits (net of expenses) |
| Hurdle Rate | NIL | 10% p.a. |
| Minimum Investment | ₹50 Lakhs | ₹50 Lakhs |
| Exit Load (Year 1) | 2% on net amount | NIL |
| Exit Load (Year 2 onwards) | NIL | NIL |
INVasset Investment Objective
- Deliver 1.5x to 2x alpha over 3–4 years
- Limit drawdowns to within 20%
- Target superior risk-adjusted returns
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Rajnish Garg
Rajnish Garg is one of the most respected names in the stock market fraternity in North India.
He is a Chartered Accountant & Company Secretary and has 30+ years of wealth creating experience in the stock market. An ardent investor, Rajnish is known for his investing techniques & strong grasp of market fundamentals This unique blend has enabled him to create long term sustainable wealth for his clients and stakeholders.
He conceptualized the philosophy behind Invasset AAID (Advanced Algorithms for Investment Decisions), our Proprietary In House Research Model which led to recognition of Invasset as best Multicap PMS in India for the calendar year 2023.
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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.