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 ₹50 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.
Valcreate Investment Growing India Strategy
Fund Snapshot
| Year of Inception | 2018 |
| Number of Stocks | 21 |
| Investment Horizon | Long Term |
| Fund Managers | Rajesh Pherwani |
Investment Philosophy
- The regulatory climate, as well as economic sensitivity, both affect investment philosophy. Analysts gain a comprehensive understanding of the fiscal, political, and foreign circumstances that impact the industries under investigation.
- There would be no preference for market cap in this approach, and it would be sector agnostic. This strategy entails investing in companies that benefit from India’s strong economic growth. It falls into the category of a moderately risky portfolio.
Unique Feature
Invest as you be a part of India’ growth story
Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
Valcreate Growing India
Benchmark: BSE 500 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
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 | ₹17.33 | 4.42 | 2.80 | 3.92 | 2.09 | 1.59 | 12.76 | NA | NA | 14.18 |
| Benchmark | NA | -0.17 | -2.34 | -5.39 | -0.07 | 4.14 | 13.46 | NA | NA | 13.91 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
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.
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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.