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.
Fund Snapshot
| Parameter | Value |
| PMS Provider Name | Valcreate Investment Managers LLP |
| Strategy Name | Equity |
| Product Name | Equity |
| Benchmark | BSE 500 TRI |
| Date Of Inception | 19/08/2025 |
| Age | 9 Months |
| AUM (Cr) | ₹1.31 |
| Min. Inv. Amount | ₹50,00,000 |
| Fixed Fees Structure | NA |
| Variable Fees Structure | NA |
| Exit Load | NA |
Fund Purpose
The primary objective of the Valcreate Recovery Strategy is to generate substantial long-term capital appreciation by identifying and investing in businesses going through a difficult operational phase. The fund explicitly targets fundamentally viable companies that are trading at a steep valuation discount relative to their true business value, capturing them precisely as they enter an operational or structural recovery path.
Fund Philosophy
Turnaround Identification
The strategy centers on recognizing structural or operational inflections in out-of-favor companies. The investment team deeply analyzes corporate changes, operational modifications, or capacity expansions to ensure that the chosen business is structurally exiting its down-cycle.
Deep Valuation Discount
The fund operates with a strict margin-of-safety rule, buying assets only when severe market pessimism misprices them. By locking in positions at multi-year valuation troughs, the framework protects capital from further declines while maximizing upside potential during price recoveries.
Business Value Assessment
A corporate candidate's worth is calculated using replacement costs, normalized earning power, and underlying asset strength rather than current depressed profits. This bottom-up valuation ensures the fund holds tangible, mispriced business value that the broader market has overlooked.
Transitory Phase Filtration
The research team uses meticulous diagnostic checks to differentiate between permanent structural decline and transient cyclical friction. The portfolio avoids industries prone to technological obsolescence, preferring businesses whose troubles are temporary, fixable, or macro-driven.
Conviction-Driven Patience
Because turnaround timelines can be highly unpredictable, the strategy relies on a disciplined buy-and-hold framework. The fund maintains steadfast holding structures, allowing breathing room for management interventions, cost restructurings, and demand recoveries to fully reflect in earnings.
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Valcreate Recovery Strategy
Benchmark: BSE 500 TRI
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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 | ₹1.41 | 7.72 | 53.73 | 25.61 | NA | NA | NA | NA | NA | 18.05 |
| Benchmark | NA | 1.73 | 12.10 | -3.53 | NA | NA | NA | NA | NA | 0.57 |
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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Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
A: The strategy focuses on contrarian value investing, intentionally buying shares of fundamentally stable companies experiencing temporary earnings stress or operational issues, capturing them at a discount before their profits recover.
A: For specialized or early-stage strategies like this recovery approach, commercial parameters are typically customized. The exact fixed and variable fee options are customized directly within the individual client agreement at onboarding.
A: This strategy carries a high risk-return profile. Since it targets companies under temporary operational duress, it may experience short-term volatility or prolonged consolidation phases before the underlying business turnarounds are recognized by the market.
A: This portfolio is built for sophisticated high-net-worth individuals (HNIs) with a minimum ticket size of ₹50 Lakh who seek an aggressive contrarian layer and have an extended investment horizon of 3 to 5 years to let recovery plays mature.
A: The fund evaluates its risk-adjusted returns and alpha generation against the BSE 500 TRI (Total Returns Index), which comprehensively tracks both price changes and reinvested dividends across large, mid, and small-cap stocks.
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