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Vacreate Bespoke strategy

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Category PMS
Company Valcreate Investment Managers LLP
Fund Managers Rajesh Pherwani
Benchmark BSE 500 TRI
Share: f x in w

About Company

Valcreate Investment Managers LLP

Valcreate Investment Managers LLP is a Mumbai-based, SEBI-registered portfolio management service (PMS) firm established in 2017 by Rajesh Pherwani, a seasoned investment professional with over 27 years of experience. The firm specializes in creating highly disciplined, research-driven, and concentrated equity portfolios for high-net-worth individuals, requiring a minimum investment of around â‚¹50 Lakhs. Valcreate's investment decisions are guided by its proprietary GQV (Growth, Quality, and Value) Investment Framework. They have been recognized for strong performance, with some strategies achieving top rankings during challenging market periods, such as the COVID-19 pandemic, and the IME Digital Disruption strategy being featured in the top 10 PMS funds in August 2024. The core team boasts over 5 decades of combined experience, ensuring an institutional approach to wealth management.

Fund Snapshot

Parameter Value
PMS Provider Name Valcreate Investment Managers LLP
Strategy Name Equity
Product Name Others
Benchmark BSE 500 TRI
Date Of Inception 10/02/2023
Age 3.4 Years
AUM (Cr) ₹1.60
Min. Inv. Amount ₹50,00,000
Fixed Fees Structure NA
Variable Fees Structure NA
Exit Load NA

Fund Purpose

The main purpose of the Valcreate Bespoke portfolio is to deliver fully customized, tailor-made equity solutions configured directly around an individual investor's explicit investment objectives. Moving away from rigid, one-size-fits-all model strategies, this approach constructs specialized standalone mandates that closely align an investor's specific risk tolerances, sector exclusions, and long-term capital compounding goals into a personalized structure.

Fund Philosophy

Customized Mandates

The portfolio operates on an absolute preference for personalization, ensuring that the final asset mix and exposure limits reflect individual investor preferences rather than model constraints. Every account is managed under unique parameters, giving clients targeted control over their financial boundaries and specific tax planning structures.

Adaptive Style Management

The strategy moves flexibly across growth and value cycles by adapting its primary focus based on the specific mandate assigned by the investor. Instead of forcing a default style bias, the allocation processes adjust dynamically across market caps to align perfectly with the predefined expectations of the client.

Strategic Risk Tuning

Risk management framework boundaries are configured to respect individual threshold limits, creating customized volatility buffers within the portfolio. This allows the strategy to adjust individual stock caps and cash positions proactively based on the investor's capacity to absorb downside movements.

Direct Sector Alignments

The strategy enforces deliberate structural screens to allow for personalized sector inclusions or absolute exclusions, satisfying specific thematic interests or existing business exposures. This flexible screening ensures that the customized portfolio doesn't duplicate risk vectors already present in an investor's outside net worth.

Structural Valuations Alignment

By managing concentrated exposures built to individual entry requirements, the strategy evaluates target valuations strictly through the lens of long-term holding efficiency. This focused approach prevents investors from getting locked into expensive market clusters, securing a comfortable entry buffer across customized stock selections.

Section: Performance Analysis
Fund Growth vs Benchmark Trend

Track how the fund has performed against its benchmark over time through a comparative line graph analysis.

Vacreate Bespoke strategy

Benchmark: BSE 500 TRI

Section: Performance Comparison
Fund vs Benchmark Bar Graph

Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.

Section: Performance Comparison
Fund vs Benchmark Comparison Table

Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.

Valcreate Investment Managers LLP

AUM(Cr.) 1M 3M 6M 1Y 2Y 3Y 4Y 5Y Ince.
Performance ₹1.60 1.02 4.19 4.81 10.05 9.82 8.22 NA NA 8.03
Benchmark NA -0.17 -2.34 -5.39 -0.07 4.14 13.46 NA NA 14.76
Section: Fund Leadership
Meet the Fund Managers

Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.

Rajesh Pherwani

Rajesh Pherwani

Rajesh Pherwani is a seasoned investments professional, with 27+ years of research & fund management experience at top-AMC’s (including HDFC Ltd, HDFC AMC and L&T AMC). Rajesh worked as a senior equity analyst at HDFC Ltd & HDFC AMC between 1996-2004, post which he joined L&T AMC as Head of Research and Fund Manager between 2012-2016. His track record as an analyst includes many multibagger picks on the back of strong sectoral specialisation and his fund schemes were all top quartile during his stint as a fund manager. In 2017, Rajesh founded Valcreate Investment Managers LLP and set it up as a SEBI registered portfolio management firm in 2018. Under Rajesh, Valcreate strategies became no.1 in 2020 among all PMSs during the most difficult Covid phase. Today Valcreate has an enviable track record and manages multiple client accounts under various portfolio strategies. Rajesh has been regularly appearing in news channel interviews and has been quoted by multiple newspapers on his views.

Section: Help & Support
Frequently Asked Questions

Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.

Q1: What exactly makes the Valcreate Bespoke portfolio different from regular PMS strategies? +

A: Unlike standard model-based strategies where every client gets an identical stock replica, the Bespoke portfolio builds a completely customized equity strategy from the ground up tailored to your specific return expectations, risk thresholds, and financial goals.

Q2: Why are the fee details and exit loads listed as 'NA' for this approach? +

A: Because this is a highly personalized mandate, the fixed fees, performance-linked variables, and exit load structures are not generalized. Instead, they are structured and negotiated independently based on the size of your capital commitment and portfolio complexity.

Q3: Can I choose to exclude specific sectors or companies from my portfolio? +

A: Yes, absolute customization is a core pillar of this strategy. You can easily specify corporate governance preferences, personal ethical guidelines, or business-related exclusions to ensure the fund manager skips industries you do not wish to own.

Q4: Who should ideally consider investing in this customized strategy? +

A: This approach is optimized for high-net-worth individuals (HNIs) who require highly structured equity exposures that standard multi-cap strategies cannot fulfill, or those who need an equity allocation that actively compliments a complex external wealth layout.

Q5: How does the strategy evaluate its performance over time? +

A: The portfolio measures its long-term investment efficiency, net alpha delivery, and underlying asset volatility against the broad-market S&P BSE 500 Total Returns Index (TRI), tracking both absolute capital gains and accrued dividends.

Section: Contact Us
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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.

Section: Insights & Articles
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