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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
Quant-driven, Bias-free
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
Partner
EDUCATION
Chartered Accountant & Company Secretary
INTEGRITY
Flawless compliance history with SEBI
EXPERIENCE
32+ years: consistent 30%+ CAGR, proven across market cycles
Anirudh Garg
Partner
EDUCATION
Bachelor’s, SSCBS;
Master’s, ICMA Centre, UK
INNOVATION
Architect of INVAsset AAID proprietary investment system.
EXPERIENCE
17+ years of managing Prop Fund
5+ years of managing INVAsset at 32%+ CAGR since inception
How Do We at INVasset PMS
Buy Our Stocks?
We, at INVasset PMS use our Proprietary in-house developed INVasset AAID (Advanced Algorithms for Investment Decisions) algorithm first. Then, we determine the stage of the equity market and design your portfolio accordingly.
1. Value Stage
Belief: True value only appears in fearful, oversold markets.
When: Extreme fear, deep corrections.
What: Mid & large caps.
Traits: Strong earnings visibility, market leaders.
2. Growth Stage
Belief: Every bull run brings new leadership.
When: Fresh bull market emerges.
What: Small & mid caps.
Traits: Undiscovered names, medium-term tailwinds, multibagger potential.
AAID Shifter
3. Quality Stage
Belief: Markets can stay expensive for long stretches.
When: High valuations, expensive markets.
What: Large caps.
Traits: Exceptional management, strong moats, market dominance.
4. Safety Stage
Belief: Capital protection matters more than chasing returns. When: Overheated, exuberant markets. What: Liquid funds, arbitrage, gold. Traits: Bear market resilience, capital safety.
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.
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