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Rashika is a research intern at MMI
Quantum Asset Management
04 July, 2020
by Rashika Bhatia, Oraina Dsouza
About Quantum Asset Management Company is owned by Quantum Advisors and the Quantum Mutual Fund. Quantum Advisors Private Limited was founded by Ajit Dayal in 1990. In December 2005, Quantum Asset Management Company Private Limited received the AMC license from SEBI. Quantum Mutual Fund was launched in 2006. Ajit Dayal owns 50.8% stake in Quantum
- Published in Dossiers on MF AMCs
Florintree Advisors
23 June, 2020
by Rashika Bhatia
Funds managed Fund name Asset Class License <Fund name> Hedge fund SEBI AIF Cat 3 Florintree runs a deep value strategy focused on capital protection. Since its inception in 2010, Florintree has outperformed the Nifty Index by 34% on an annualized basis at the end of January 2017. Resource: (https://economictimes.indiatimes.com/news/company/corporate-trends/blackstones-pe-business-co-head-mathew-cyriac-quits-to-start-own-venture/articleshow/57155495.cms?from=mdr) About the AMC Florintree Advisors
- Published in Dossiers on HF-LongOnly, Dossiers on AIF AMCs
Kelly Gamma
23 June, 2020
by Rashika Bhatia
Funds managed Fund name Asset Class License Kelly Gamma Multi-strategy Fund SEBI AIF Cat 3 Investment goals of the fund: To provide investors with long term capital appreciation with a sustainable outperformance over a predetermined benchmark. Offer investors, under one umbrella, an opportunity to invest across asset classes, both listed and private and achieve a
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Northern Arc
23 June, 2020
by Rashika Bhatia
Funds managed Fund name Asset Class License IFMR FImpact Investment Fund Social Venture Fund SEBI AIF Cat 1 IFMR FImpact Long-Term Multi-Asset Class Fund Debt Fund SEBI AIF Cat 2 IFMR FImpact Medium Term Micro Finance Fund Debt Fund SEBI AIF Cat 2 IFMR Long Term Credit Fund Debt Fund SEBI AIF Cat 2 IFMR
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
SageOne Investment Advisors
23 June, 2020
by Rashika Bhatia
Funds managed Fund name Asset Class License SageOne Flagship Growth 1 Fund Hedge fund-Long only SEBI AIF Cat 3 SageOne Flagship Growth 1 Fund Market Cap Focus Portfolio Construction Open/Close Ended MultiCap Weighted by Conviction Close-ended (for 4 years from final close in March-2020) About the AMC Seven years ago(2013), SageOne Investment Advisors (SOIA) started
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Sundaram Alternate Assets
23 June, 2020
by Rashika Bhatia
Funds managed Fund name Asset Class License Nano Cap Series I and II Hedge fund-Long Only Small Cap SEBI AIF Cat 3 Sundaram India Premier Fund Hedge Fund-Long Only SEBI AIF Cat 3 About the AMC Sundaram Alternate Assets Ltd. is a spin-off of Sundaram Asset Management Company Limited, that caters to the investment needs
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Trustline Holdings
22 June, 2020
by Rashika Bhatia, Shantanu Dasgupta
Funds managed Fund name Asset Class License Intrinsic Deep Alpha Fund Equities Long Only –Micro Cap Focus SEBI AIF Cat 3IN/AIF3/19-20/0706 Small sized fund: (SME & Microcap focus) This allows us the luxury to target highly promising companies with a market capitalisation as low as INR 100 crores. Ahead in the value curve: Early investment
- Published in Dossiers on HF-LongOnly
ICICI Prudential PMS
20 June, 2020
by Rashika Bhatia
Funds managed Model portfolio Investment strategy License Large cap portfolio Large Cap- Growth PMS Flexi cap portfolio Multi-cap PMS Value portfolio Multi-cap with a bias towards Mid-Caps PMS Contra portfolio Contrarian PMS Infrastructure portfolio Large cap and mid cap- closed to subscription PMS Export portfolio Market cap agnostic- closed PMS Wellness portfolio Market cap agnostic-closed
- Published in Dossiers on PMS AMC
Karnataka Asset Management
19 June, 2020
by Rashika Bhatia
Funds managed Fund name Asset Class License KITVEN Fund Early stage- Liquidated SEBI AIF Cat 1 KITVEN Fund- 2 Early stage SEBI AIF Cat 1 KITVEN Fund- 3 (Biotech) Early stage SEBI AIF Cat 1 KITVEN Fund- 4 (AVGC) Early and Later stage SEBI AIF Cat 1 KARSEMVEN Fund Early and Later stage SEBI AIF
- Published in Dossiers on AIF AMCs, Dossiers on PE-VC
FirstCapital
19 June, 2020
by Rashika Bhatia
Funds managed Fund name Asset Class License FirstCapital Alternate Investment Trust PE- Early to Mid stage SEBI AIF Cat 2 About the AMC FirstCapital is a “Full service financial services group in India.” FirstCapital is engaged with various private equity firms in India and abroad. We consult across sectors, though with a specific focus on
- Published in Dossiers on AIF AMCs, Dossiers on PE-VC
JM Financial Group
19 June, 2020
by Rashika Bhatia
Funds managed Fund name Asset Class License JM Financial India Fund PE- growth stage SEBI AIF Cat 2 JM Financial India Fund II PE- early to growth stage SEBI AIF Cat 2 JM Financial Yield Enhancer Distressed Opportunity Fund I https://www.sebi.gov.in/sebi_data/intermediaryfiles/jun-2019/1560236759453.pdf About the funds JM Financial India Fund, launched in 2006, is a growth-focused private
- Published in Dossiers on AIF AMCs, Dossiers on PE-VC
Kotak PMS
18 June, 2020
by Rashika Bhatia
Funds managed Fund name Asset Class License Small and mid cap strategy Small and Mid cap PMS Special situations valueportfolio Multi-cap PMS Pharma- wealth creator in the last cycle PMS About the AMC Kotak PMS, one of the largest portfolio management services in India and is part of the Kotak Mahindra Group and operates under
- Published in 4_Dossiers
Carnelian Asset Advisors
18 June, 2020
by Rashika Bhatia
Funds managed Fund name Asset Class License Carnelian Capital Compounder Strategy Long only- multicap PMS Carnelian Capital Compounder Fund Hedge Fund SEBI AIF Cat 3 About the AMC Carnelian Asset Management, an investment management firm was founded by Vikas Khemani, Manoj Bahety, Sachin Jain, and Swati Khemani to pursue their passion towards investing in capital
- Published in Dossiers on PMS AMC
Avendus Private Equity
18 June, 2020
by Rashika Bhatia
Funds managed Fund name Asset Class License Zodius Growth Fund PE- Growth stage SEBI AIF Cat 2 Future Leaders Fund PE- Late stage SEBI AIF Cat 2 Avendus Structured Credit Fund 1 Private Debt-Close ended investment fund SEBI AIF Cat 2 Avendus India Opportunities Fund Hedge Fund-PIPE SEBI AIF Cat 2 About the AMC Established
- Published in Dossiers on AIF AMCs, Dossiers on PE-VC
Alchemy Alternative
18 June, 2020
by Rashika Bhatia
Funds managed Fund name Asset Class License Alchemy Leaders of Tomorrow Hedge fund(Long only) SEBI AIF Cat 3 Alchemy High Growth Equity Diversified (multi-cap growth) PMS Alchemy High Growth – Select Stock Equity Concentrated (multi-cap growth) PMS Alchemy Leaders Equity Diversified (large –cap growth) PMS Alchemy Ascent Listed Equities (multi-cap growth) PMS https://cafemutual.com/news/cafe-alt/18190-one-year-performance-of-long-only-aifs (Alchemy Leaders
- Published in Dossiers on AIF AMCs, Dossiers on PMS AMC, Dossiers on HF-LongOnly
Scale Ventures
16 June, 2020
by Rashika Bhatia
Funds managed Fund name Asset Class License Scale India Innovation Fund Early stage SEBI AIF Cat 1 About the AMC Scale Ventures is a Pune based company and was founded in 2016. A team of passionate change-makers wanting to bring entrepreneurial disruption in the country. We are strong supporters of innovation and intend to be
- Published in Dossiers on PE-VC, Dossiers on AIF AMCs
YourNest Venture Capital
16 June, 2020
by Rashika Bhatia
Funds managed Fund name Asset Class License YourNest Angel Fund-I Early stage VC SEBI AIF Cat 1 YourNest Indiac VC Fund-II Early stage VC SEBI AIF Cat 1 YourNest India VC Fund-III Early stage VC SEBI Cat 1 About the VC Fund-II The fund is a SEBI registered category 1, AIF (IN/AIF1/16-17/0267) dated October 13,
- Published in Dossiers on PE-VC
CapAleph
15 June, 2020
by Rashika Bhatia
Funds managed Fund name Asset Class License Capaleph Indian Millennium Small and Medium Enterprises Fund SME Fund SEBI AIF Cat 1 About the AMC We are a Bangalore based private advisory equity firm focused on building pioneering small businesses to leadership. The team at CapAleph has a proven track record of building valuable businesses in
- Published in Dossiers on AIF AMCs, Dossiers on PE-VC
Aurum Equity Partners
15 June, 2020
by Rashika Bhatia
Funds managed Fund name Asset Class License Aurum SME Trust I SME SEBI AIF Cat 1 About the AMC An investment banking firm engaged in Mergers & Acquisitions, Divestitures, Fund Raising, Restructuring, and Corporate Strategic Advisory. We are known for our committed and transparent deal making abilities that have reflected in the exceptional results we
- Published in Dossiers on AIF AMCs, Dossiers on PE-VC
100x.VC
15 June, 2020
by Rashika Bhatia
Funds managed Fund name Asset Class License First Founder Investment Trust Early Stage SEBI AIF Cat 1 About the AMC 100X.VC was founded in July 2019. It is the first VC to invest in early stage startups using India SAFE Notes. (https://www.100x.vc/isafe) After investing in a startup, 100X.VC effectively becomes their coach, strategy consultant, business
- Published in Dossiers on PE-VC
Ankur Capital
15 June, 2020
by Rashika Bhatia
Funds managed Fund name Asset Class License Ankur Capital Fund Social Venture Capital-Early Stage Investing SEBI AIF Cat 1 Ankur Capital Fund II Social Venture Capital-Early Stage Investing SEBI AIF Cat 1 About the AMC Ankur Capital is an early stage venture capital fund that invests in opportunities created by rising aspirations and digital access
- Published in Dossiers on AIF AMCs, Dossiers on PE-VC
Fireside Ventures
15 June, 2020
by Rashika Bhatia
Funds managed Fund name Asset Class License Fireside Ventures Fund I and Fund II Early Stag Consumer space SEBI AIF Cat 1 About the AMC Anchored by a slew of marquee investors, including Premji Invest, Westbridge Capital, Mariwala Family Office, Unilever Ventures, Emami Ltd., RP-Sanjiv Goenka Family Office, Sunil Munjal’s Hero Enterprise Investment Office and
- Published in Dossiers on AIF AMCs, Dossiers on PE-VC
Blackstone
13 June, 2020
by Rashika Bhatia
About the AMC Blackstone is one of the world’s leading investment firms. We seek to create positive economic impact and long-term value for our investors, the companies in which we invest, and the communities in which we live and work. Blackstone has been active in India since 2006 by making investments through PE and real
- Published in Dossiers on AIF AMCs, Dossiers on PE-VC
Lighthouse
10 June, 2020
by Rashika Bhatia
Funds managed Fund name Asset Class License Lighthouse Fund III PE (growth stage) AIF Category 2 India 2020 Fund II PE (growth stage) AIF Category 2 India 2020 Limited(Fund I) PE (growth stage) AIF Category 2 In 2008, we began advising India 2020, Limited (“Fund I”), an India-focused investment vehicle with a corpus of approximately
- Published in Dossiers on AIF AMCs, Dossiers on PE-VC
Career in Private Wealth
05 June, 2020
by Rashika Bhatia
What is private wealth management? Private wealth management is an investment advisory practice that incorporates financial planning, portfolio management, and other aggregated financial services for individuals, as opposed to corporations, trusts, funds, or other institutional investors. From the client’s perspective, private wealth management is the practice of solving or enhancing their financial situation and achieving
- Published in 5_Careers, Wealth Management