As Featured On
As Featured On
Why Invasset PMS
Successfully running prop desk since 1992 with a 24%+ CAGR
30+ Years Of Experience
Experience coded into proprietary algorithms for efficient and emotionless decisions-making
No Human Bias
INVasset AAID (Advanced Algorithms for Investment Decisions) was Awarded as the BEST MULTI-CAP PMS Strategy in India by Economic Times
Award Winning Strategy
Managing 500Cr+ in Prop Desk using INVasset AAID (Advanced Algorithms for Investment Decisions) Strategy
Skin In The Game
INVasset AAID (Advanced Algorithms for Investment Decisions) has been rigorously back tested for 40+ Years on Indian Markets
Extensive Back Testing
One of the very few PMSs offering Pay-4-Performance Plan in India
Pay-4-Performance
About the Fund Manager
Rajnish Garg
Rajnish Garg
Partner & Fund Manager
Rajnish Garg is one of the most respected names in the stock market fraternity in North India.
He is a Chartered Accountant & Company Secretary and has 30+ years of wealth creating experience in the stock market. An ardent investor, Rajnish is known for his investing techniques & strong grasp of market fundamentals This unique blend has enabled him to create long term sustainable wealth for his clients and stakeholders.
He conceptualized the philosophy behind Invasset AAID (Advanced Algorithms for Investment Decisions), our Proprietary In House Research Model which led to recognition of Invasset as best Multicap PMS in India on both Calendar Year 2023 & Financial Year 2023-24.
Anirudh Garg
Anirudh Garg
Partner & Head Research
With a belief that Technology is the only solution to overcome the emotions of Greed and Fear in the market, Anirudh headed the research and coding team that developed INVasset AAID (Advanced Algorithms for Investment Decisions), our award-winning proprietary investment strategy.
He has a Bachelor in Business Studies from Shaheed Sukhdev College of Business Studies, Delhi University & Master of Investment Management from ICMA Centre, United Kingdom.
With 17+ years of research experience in the stock market, Anirudh is actively involved in managing a prop desk of INR 500 Crores and PMS of INR 500 Crores.
How Do We Buy Our Stocks?
Using our Proprietary In-house developed INVasset AAID (Advanced Algorithms for Investment Decisions) algorithm, we determine the stage of market and design your portfolio accordingly.
The Deep Discount Sale
We look for beaten down industry leaders that start to trade below their fair value in events of market meltdowns
The Trend Setters
When the markets have gathered steam and long term trend is clear, we look for & Trend that will prevail for next 12-18 months
AAID Shifter
The Safety Shells
When the market enter into Exuberant Zone and reach levels that are unsustainable and Bubble like situation is created, We look for protection or hedged portfolios.
The Shining Stars
When we feel that markets have entered into scenario where the Risk Reward ratio is not in favor, We look for extraordinary companies which will continue delivering growth irrespective of market conditions.
Core Beliefs
1
RECENCY BIAS
RECENCY BIAS
The human mind often overemphasizes recent events, leading to decisions driven by greed and fear.
2
AMBIGUITY OF EXPECTATION
AMBIGUITY OF EXPECTATION
Insufficient data, knowledge, and experience can result in unclear financial expectations and poor investment decisions.
3
GROWTH ORIENTED
GROWTH ORIENTED
We pursue growth aggressively, understanding that it often comes at a premium. Our long-term portfolios typically have a higher PE ratio compared to peers.
4
QUALITY IS THE KEY
QUALITY IS THE KEY
Quality distinguishes between mediocre and exceptional companies. Whether in management or product, prioritizing quality is essential for success.
5
INTEREST RATE CYCLE
INTEREST RATE CYCLE
The interest rate cycle significantly influences the future performance of companies.
6
CAPITAL IS SACRED
CAPITAL IS SACRED
Appreciation of capital should be consistent and permanent. Depreciation of Capital should limited and temporary.
7
OPTIMAL CHURNING
OPTIMAL CHURNING
Different stocks excel in various market scenarios. A carefully researched, conservative churning process can yield better returns than passive investing.
01.
INVASSET AAID (Advanced Algorithms for Investment Decisions)
The two most important forces that influence investing are greed and fear. Invasset AAID (Advanced Algorithms for Investment Decisions), our proprietary software helps in overcoming these biases and thus create alpha and outperform index.
02.
AAID (Advanced Algorithms for Investment Decisions) SHIFTER
Different types of assets and stocks work well in different scenarios of the market. With the help of INVasset AAID (Advanced Algorithms for Investment Decisions), one can recognize and quantify these shifts.
03.
GROWTH ORIENTED
We are hungry for Growth and Growth never comes Cheap. Our Long Term portfolios have a higher PE Ratio as compared to our peers
04.
QUALITY IS THE KEY
Quality is the prime force which separates Mediocre and Winners. Whether it is Management or Product, quality is the only way forward.
05.
INTEREST RATE CYCLE
The Interest Rate Cycle plays a major role in deciding the future performance of companies.
06.
CAPITAL IS SACRED
Appreciation of capital should be consistent and permanent. Depreciation of Capital of capital should be limited and temporary.
07.
CONSERVATIVE CHURNING
Different type of Stocks Perform Well in different market Scenarios. Optimally Researched Churning Process with conservative bias will generate superior returns to a Passive Investing.
Media Coverage
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