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 Life Sciences and Specialty Opportunities Strategy
Fund Snapshot
| Year of Inception | 2018 |
| Number of Stocks | 10 |
| Investment Horizon | Long Term |
| Fund Managers | Mr. Rajesh Pherwani |
Investment Philosophy
- Valcreate Investment Life Sciences and Speciality Opportunities PMS aims to invest in a stock portfolio using a buy-and-hold strategy with sufficient diversification to minimise risk.
- The strategy entails investing in enterprises that deliver creative goods and services, giving them a competitive advantage in the long run.
- These businesses would earn at least 70% of the strategy’s portfolio investment. It will be considered a more volatile portfolio.
Unique Feature
Investing in life sciences companies
