InvAsset LLP PMS

INVasset LLP PMS

Distributed through AltPort Experts. Comprehensive fund documentation can be accessed through our research team.

Category PMS

Company INVasset LLP

Fund Managers Rajnish Garg

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