Fund Snapshot
| Parameter | Details |
| Strategy Name | Equity |
| Product Name | Others |
| PMS Provider | LGT Wealth India Private Limited |
| Benchmark | Nifty 50 TRI |
| Date of Inception | September 16, 2022 |
| Fund Age | 3.9 Years |
| Asset Under Management (AUM) | ₹61.48 Crores |
| Minimum Investment Amount | ₹1,00,00,000 (₹1 Crore) |
Fund Purpose
The strategic mandate of the Lighthouse portfolio is to build long-term capital appreciation by investing in a highly focused, active selection of high-conviction equity instruments. Benchmarked against the Nifty 50 TRI, the strategy follows a multi-cap allocation mandate with a deliberate large-cap bias. This architecture is designed to capture structural upside moves across broader Indian equities while ensuring a reliable, institutional-grade liquidity and valuation foundation to absorb unexpected market volatility.
Fund Philosophy
High-Conviction Focused Portfolio
Rather than diluting returns through hyper-diversification, the portfolio operates on a focused philosophy. It targets a tightly monitored universe of high-conviction companies where the manager has deep fundamental comfort. This concentrated exposure allows winning ideas to move the overall performance needle significantly, maximizing long-term alpha generation.
Multi-Cap Agile Allocation
While the strategy maintains a core anchor in large-cap companies, it preserves operational flexibility across the entire market-capitalization spectrum. The portfolio dynamically screens mid-cap and small-cap segments to identify structural growth leaders, category creators, and mispriced market leaders, creating a well-rounded matrix of stability and growth.
Strategic Large-Cap Bias
To anchor the portfolio against heavy macro drawdowns, the fund maintains a deliberate structural bias toward large-cap companies. These industry leaders possess strong balance sheets, institutional pricing power, and resilient corporate governance, providing the portfolio with an essential defensive layer during challenging economic cycles.
Premium Institutional Entry
Tailored strictly for high-net-worth individuals, corporate treasuries, and family offices, the strategy features a minimum investment ticket size of ₹1 Crore. This institutional scale ensures that the fund's liquidity management and equity accumulation patterns remain unencumbered by frequent micro-redemption pressures, keeping the long-term investment horizon fully intact.
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Chirag Doshi
Mr. Chirag Doshi handles core strategy management at LGT Wealth India, where he serves as a senior investment specialist and Chief Investment Officer for specialized wealth solutions. Backed by extensive corporate experience across primary Indian and global institutions (including a distinguished tenure navigating structured products and capital frameworks at Credit Suisse Private Banking), he holds a deep expertise in corporate governance mapping, macro cycle forecasting, and investment risk controls. An alumnus of the Indian Institute of Management (IIM) Calcutta's Applied Finance platform, his research-centric execution drives the thematic stock picking, valuation anchoring, and capital preservation systems utilized within LGT’s bespoke public equity offerings.
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Unlike standard PMS products that start at the SEBI baseline of ₹50 Lakhs, the Lighthouse portfolio is tailored as a premium advisory offering. The higher entry floor protects the strategy's operational liquidity, keeping trade execution smooth and shielding the concentrated stock pool from unnecessary fractional transaction costs.
It means that while the fund manager has full tactical freedom to buy high-growth mid-cap and small-cap stocks, the majority weight of the portfolio remains anchored in stable, blue-chip companies. This layout provides a steady core layer while keeping the door wide open for mid-market alpha opportunities.
LGT Wealth India operates primarily on a customized relationship architecture for its premium private client platforms. Fees (both fixed and performance-linked) along with liquidity structures like exit loads are frequently structured through bespoke client agreements based on deployment scale and family office frameworks.
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