About Company
Invest Savvy Portfolio Management Llp
The company specializes in managing assets and providing advisory services to clients. We look at investments in multiple asset classes based on in-depth analysis and the use of technology.
Fund Snapshot
Inception Year: 26th April, 2022
PMS Investment Approach: Alpha Fund
Portfolio Manager: Mr. Ashish Goel
Category: FLEXICAP
| 1st Year | 98.66% |
| 2nd Year | 64.41% |
| 3rd Year | NA |
| 5th Year | NA |
Investment Approach
Invest Savvy Alpha Fund uses a comprehensive investment strategy that includes a detailed analysis of company fundamentals and market trends, extensive data analysis, and close monitoring of global market behaviour and emerging trends across various asset classes, such as equities, commodities, currencies, bonds, and other debt instruments.
The firm believes that companies with compelling business models and strong, competent, and honest management are most likely to succeed in the long term. Once these companies are identified, InvestSavvy uses specific metrics to guide their investment decisions, ensuring a strategic and informed approach to wealth generation.
- Value Investing:
At InvestSavvy, they like to invest in companies that not only show promising growth potential but are also priced fairly. This ensures that the investments have a strong foundation for future success. - Margin of Safety:
InvestSavvy prioritizes safety by seeking out companies whose intrinsic value is more than their current market cap. They conduct thorough evaluations of companies, considering sector trends, financial performance, and direct interactions with management. Their use of discounted cash flow (DCF) valuation provides a clear understanding of the investment’s margin of safety, guiding their decision-making process with precision and insight. - Low Debt:
They typically prefer companies with minimal debt. However, if the debt is mainly for growth-related capital expenditures with a short to a medium-term repayment plan or if the company is undergoing restructuring under new management, we may still consider investing. Our decision hinges on whether we see substantial potential for upside that outweighs any associated risks. - Flexibility in Size:
As a new fund, we look into investing in companies with market caps of a few hundred crores. These companies have the potential to grow if they have a strong story behind them. Unlike big mutual funds, which usually invest in larger companies with market caps over 5000 Cr, we’re flexible and ready to seize opportunities in smaller but promising firms.
Objective of Invest Savvy Alpha Fund
InvestSavvy focuses on providing personalized services based on thorough market analysis and advanced technology. Their aim is to help clients build wealth over time by staying ahead of market trends.
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Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Mr. Ashish Goel
Mr. Ashish Goel serves as the Portfolio Manager for the InvestSavvy Alpha Fund. With a strategic focus on the Flexicap category, he leads the fund’s multi-asset investment approach, which integrates fundamental analysis with a keen observation of global market trends. He is a proponent of Value Investing, steering the fund toward companies with robust business models and high-integrity management. Under his leadership, the investment process prioritizes a strict Margin of Safety by using discounted cash flow (DCF) models to ensure entries at fair valuations. Mr. Goel’s expertise lies in identifying growth opportunities in smaller firms with market caps of a few hundred crores—areas often overlooked by larger institutional players—thereby aiming for superior long-term wealth generation for clients.
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Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
In accordance with SEBI regulations for Portfolio Management Services (PMS), the minimum investment required to open an account is ₹50 Lakhs. This can be contributed in the form of cash, a portfolio of existing securities, or a combination of both.
The fund follows a Value-Oriented Flexicap strategy centered on a strict Margin of Safety. By using Discounted Cash Flow (DCF) models, the fund ensures stocks are bought below their intrinsic value. The strategy prioritizes quality over quantity by maintaining a concentrated portfolio of low-debt companies with honest management and remains size-agnostic to seize opportunities in smaller firms with market caps of only a few hundred crores.
InvestSavvy typically offers a Hybrid Fee Structure designed to align the manager's interests with those of the investors. This usually includes a Fixed Fee of approximately 1.5% per annum and a Performance Fee, which is a profit-sharing model (often 15–20%) applied only above a specific hurdle rate and governed by a High Water Mark principle.
Yes, the fund incorporates a tiered exit load to discourage short-term speculation and encourage long-term holding. Withdrawals within the first year attract a 3% load, which reduces to 2% in the second year, and 1% in the third year. After three years of investment, the exit load is typically nil.
This fund is specifically designed for High Net Worth Individuals (HNIs) and sophisticated investors who possess a long-term wealth creation horizon of at least three to five years. It is best suited for those who are comfortable with the higher risk-reward profile associated with significant exposure to mid-and-small-cap companies.