NUVAMA PRIVATE INVESTMENTS TRUST

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Category AIF Category II

Company Nuvama Asset Management Limited

Fund Managers Mr. Ashish Kehair

Nuvama Asset Management Limited

One of India’s major wealth management platforms, Nuvama Wealth and Investment Ltd (Previously Edelweiss Broking Limited) serves over 2,400 of India’s wealthiest families as well as 670,000 wealthy and high-net-worth people. Currently, this covers Securities Trading and Advisory, Investment Management, Mutual Fund Distribution, Research Analysis, Stock Broking, Clearing and Custody Business, Portfolio Management Business, Depository Participant, and Debt Syndication. The company has locations both inside and outside of India, including Singapore, Hong Kong, the USA, and the UK.

Nuvama Asset Management (part of the Nuvama Group) is a prominent Indian financial services platform. Its business is built on a "client-first" foundation, emphasizing innovation and technology-driven investment solutions.

Investment Philosophy

Nuvama’s investment philosophy is deeply rooted in customer obsession and real-world expertise. Key aspects of their approach include:

Client-Centricity: They prioritize understanding the specific needs, aspirations, and risk profiles of their clients. They use a structured process to develop an Investment Policy Statement (IPS) to guide customized solutions.
Data-Driven Decisions: Their investment decisions are backed by rigorous research and data, leveraging deep industry knowledge to maximize returns while respecting growth opportunities.
Institutional Approach: They utilize a robust investment committee—comprised of experienced Nuvama leaders—to deliberate on various investment options and provide disciplined advice.
Risk Management: A central pillar of their philosophy is comprehensive risk mitigation. They emphasize asset allocation to help clients avoid the risks of being in the wrong market at the wrong time, ensuring long-term financial stability.
Innovation: They continuously refine their strategies and fee structures to stay at the forefront of the industry, offering a modernized approach to both private and public markets.