ASK Investment Managers (AIF)

Funds managed Fund name  Asset class – category License ASK Investment Managers Equities – long only  AIF Category 3IN/AIF3/17-18/0378 About Website address (link) so next analyst can pick up from here Key staff To do later Investment philosophy To do later Media To do later Analyst questions Put down any questions if fund name from

Edelweiss Wealth (AIF)

Fund name  Asset class  License  Crossover Opportunities Fund  III Late- Stage PE & Pre IPO  SEBI AIF CAT II About Edelweiss Wealth Management (EWM) is one of India’s largest wealth management firms with Assets under Advisory (AUA) of over ~ USD 19 billion servicing ~6, 70,000 Affluent & HNIs and ~2,400 of India’s wealthiest families.

Edelweiss AMC (AIF)

Funds managed Fund name Asset class Licence Edelweiss Alpha Fund Long only AIF About https://www.edelweissmf.com/ Key staff Radhika Gupta – Managing Director & Chief Executive Officer – Radhika Gupta has more than 15 years of global asset management experience. She started her career with global giants McKinsey and AQR Capital, and then moved to India

ICICI Venture (RE)

Funds managed Fund name Asset class – category License India Real Estate Investment Fund (IREIT) Real estate IN/AIF2/16-17/0271 India Advantage Fund Real Estate Series 1 Real estate India Advantage Fund Real Estate Series 2 Real estate HIOP Small Office Fund 1 Real estate IN/AIF2/21-22/0880 Note: There is no publicly available data on HIOP Small Office

Eximius Ventures

Fund name                                                                                   Asset class – category License Eximius Ventures fund 1  Venture capital      Sebi CAT 1 AIF  About Eximius is a SEBI Registered (Cat 1 AIF) micro venture fund, founded in 2020 on the principle of building an equitable ecosystem in the startup world. Pearl Agarwal, founder, and managing director, strongly believes that while capital

Gaja Capital India

About Gaja Capital India Fund 2020 Llp is a Limited Liability Partnership firm incorporated on 02 June 2020. It is registered at Registrar of Companies, Delhi. Its total obligation of contribution is Rs. 50,000,000. Gaja Capital India Fund 2020 Llp’s last financial year end date for which Statement of Accounts and Solvency were filed is

GMO-Z. Com Payment Gateway

Funds managed Fund name Asset class – category License GMO-Z. Com Payment Gateway India Credit Fund Not clear AIF Cat2IN/AIF2/20-21/0870 About MO-Z.COM PAYMENT GATEWAY INDIA PRIVATE LIMITED is listed in the class of Private company and classified as non-govt company. This company is registered at Registrar of Companies (ROC), RoC-Mumbai with an Authorized Share Capital

Guardian Partners

Funds managed Fund name Asset class – category License Guardian Capital Partners Fund Category-II Alternative Investment Fund IN/AIF3/21-22/0918 About GUARDIAN PARTNERS LLP is a limited liability partnership limited company based in India. We are a reliable organization engaged in this business with a qualitative range of industrial products. We are also one of the leading

Harmony Capital

Funds managed Fund name Asset class- category License Harmony Alternative Investment Fund Equity- long only/ multi-cap IN/AIF3/12-13/0023 About Harmony Alternative Investment Fund Trust has been formed in India as a private umbrella trust under the Indian Trusts Act, 1882 and is registered in India under the Indian Registration Act, 1908.. The Trust is registered as

Dhyana Capital

Fund name Asset class – category Licence Dhyana Capital Fund Equity – long only SEBI AIF CAT-3 About Dhyana Capital (“Fund”) is registered with the Securities and Exchange Board of India (“SEBI”) as a Category III Alternative Investment Fund under the SEBI (Alternative Investment Fund) Regulations, 2012. Dhyana Equity LLP is the investment manager (“Manager”)

Aequitas Investment Consultancy

Funds managed Fund name  Asset class – category License Aequitas Equity Scheme I Equities – long-only-  small cap and mid cap IN/AIF3/18-19/0638 About The company is a research focused fund house investing in listed companies, that have significant potential for long-term capital appreciation. It is in the process of setting up their first offshore fund

IAN Capital

About Indian Angel Network is a network of Angel investors keen to invest in any early-stage businesses which have potential to create disproportionate value. The members of the Network are leaders in the entrepreneurial eco-system as they have had strong operational experience as CEOs or a background of creating new and successful ventures. They share

ICICI Venture

Funds managed Fund name Asset class – category License India Real Estate Investment Fund Real estate About ICICI Venture was founded in 1988 as the Technology Development and Information Company of India Limited, through a joint venture between the ICICI Limited and Unit Trust of India. In 1998 it became a wholly owned subsidiary of

Alchemy Capital

Funds managed Fund name Asset class Licence Alchemy Alternative Investment Trust Equity – long only IN/AIF3/17-18/0381 About With a collective expertise of 100 years in the Indian equity market, Lashit Sanghvi, Ashwin Kedia, Rakesh Jhunjhunwala and Hiren Ved founded Alchemy Capital Management in 1999. Alchemy has grown in repute over the last 19 years and

IIFL AMC (HF)

Funds managed Fund name Asset class – category Licence IIFL Opportunities Fund Equity – long only IN/AIF3/20-21/0856 About IIFL Asset Management Ltd. is part of IIFL Investment Managers (formerly IIFL Wealth & Asset Management Ltd). IIFL AMC is an India-focused global asset management firm, launched with an objective of providing differentiated investment products suited for

Benzai 10

Funds managed Fund name Asset class – category License no Benzai 10 Investment Trust Venture Capital AIF Category 2 IN/AIF2/21-22/0887 About Benzai10 Investment Ventures Private Limited has a SEBI Registration for a Category II AIF focused on investing in Agriculture & Allied sector. The fund is being administered by the best-in-class service providers. The company

Core91

Fund name Asset class – category License Core91 VC TRUST Venture Capital IN/AIF2/21-22/0881 About Core91 Vc Llp is a Limited Liability Partnership firm incorporated on 06 August 2020. It is registered at the Registrar of Companies, Mumbai. Its total obligation of contribution is Rs. 100,000. Core91 Vc Llp’s last financial year end date for which

Bay Capital Investment Managers

Fund name Asset class- category License Bay Capital Investment Trust Equity- long only AIF Cat-iii(N/AIF3/14-15/0132) About Bay Capital partners is a leading independent, India focused investment manager established in 2006. We invest the way we want our capital to be managed – with the utmost care. Hence, we are shareholders alongside our investors. The overarching

BLinC Invest

Fund Fund name  Asset class – Category  License BLinC – 1 Venture Capital AIF Category 2IN/AIF2/20-21/0864 About  Mumbai, Maharashtra based BLinC Invest is an India-based venture capital firm committed to funding EdTech and FinTech start-ups focused on building a better tomorrow by harnessing the power of technology.  They believe it is not enough to be

Abans Group (AIF )

Funds managed Fund name Asset class – category License Abans Investment Trust Not clear Category-II Alternative Investment FundIN/AIF2/21-22/0896 About The Abans group, founded by Abhishek Bansal, a new age-entrepreneur, in 2005, is an organization of creatively disruptive individuals who are observing, learning, and constantly reinventing common industry practices.  Under the umbrella of investment management, the

Antler Innovation India

About Antler Innovation India Private Limited is a Private incorporated on 10 October 2020. It is classified as Non-govt company and is registered at Registrar of Companies, Bangalore. Its authorized share capital is Rs. 2,000,000 and its paid up capital is Rs. 836,250. It is inolved in Business activities n.e.c. Antler Innovation India Private Limited’s

Embassy Group

Funds managed Fund name                                                                                                           Asset class – category License Embassy

Hamsa Asset Management

Funds managed Fund name Asset class – category License Hamsa Solar Fund 1 Private equity – Renewable energy SEBI AIF CAT 2 About Hamsa Asset Management Private Limited is a private incorporated on 24 July 2020. It is classified as a Non-govt company and is registered at Registrar of Companies, Chennai. The firm’s AGM was

Enzia Ventures

Fund managed Fund name Asset class – category Enzia Investment Trust Venture capital About Enzia Ventures LLP is a Limited Liability Partnership firm incorporated on 01 August 2019. It is registered at Registrar of Companies, Mumbai with an authorized share capital of Rs. 0. Its total obligation of contribution is Rs. 30,000. The company has

ICICI Securities Private Wealth

“We are a specialist team. So, in a broad philosophical way if we were to look at, in a bank setup, obviously it’s a far more general approach to doing wealth management versus a Securities Company, who does investments” said Anupam Guha, head of private wealth. As one of two private wealth brands within the

Motilal Oswal Private Wealth

“Every firm has a core branding in the minds of its customers. And at Motilal Oswal, we have been known for our equity progress and equity expertise that we’ve built over years” says Ashish Shanker, head of Motilal Oswal Private Wealth.  Launched in 2007 alongside many of its peers, the private wealth firm has built

9Unicorns

Funds managed Fund name Asset Class License 9Unicorns Accelerator Fund Early stage SEBI AIF Cat 1 About the AMC The 9Unicorns is an accelerator program that was launched by Ventures Catalysts (VCats) to boost and guide the early stage start-ups in India. VCats saw the gap in the number of accelerators that India had as

Does ETF liquidity matter for investors?

The Indian asset and wealth management industry laments the lack of liquidity in ETFs, encouraging investors to buy passive funds instead. But what is liquidity and does it matter? In the recent past, two papers have been issued to address this topic – The CFA Society India issued a report on ETFs generally with some recommendations

Does robo-advice work?

Tech start-ups are hot. Within that, ‘fintech’ is hot. And within that, ‘robo-advice’ is a term that’s starting to be bandied around even in the Indian market. What do these terms mean and why are they relevant to anyone associated in the asset/wealth management industry? (By the way, I have combined the wealth and asset