|Fund name||Asset class – category||License|
|ROHA Emerging Companies Fund||Equities – long-only – small and mid-cap||IN/AIF3/18-19/0609|
Started in the year 2018 with its head office in Mumbai, Roha Asset Managers has a license for Category 3 Alternate Investment Fund (AIF) and Portfolio Management Service (PMS) with a fundamental approach to equity investing. The fund is approved & licensed by SEBI
Dhiraj Sachdev (Managing Partner & Chief Investment Officer): Dhiraj holds a degree in Commerce (B.com) from Mumbai University, is a qualified Chartered Accountant (ACA) from ICAI, and a Cost & Management Accountant (CMA) from ICMAI Institute along-with Diploma in Foreign Trade Management (DFTM) from Mumbai University.
Jyotin Shastri (Executive Director): he has served as the CFO of the Prince Group for 18 years. And for the last 5 years, Mr. Shastri has been handling financial activities at Roha. He is specialized in Financial Planning & Analysis, Fund Management, Budgeting, Treasury Management, Compliances, Corporate Restructuring, Amalgamation, and Acquisitions along with foreign party collaboration.
Bottom-up stock selection approach
Early mover advantage through mid/small companies
Opportunity in weak market sentiment due to temporary mispricing
Investing in Emerging profitable businesses in an innovative dynamic world not available in large caps
Investing in higher growth companies vs large caps
Under researched opportunity providing attractive valuations
To do later
Put down any questions if fund name from SEBI list doesn’t match website, or can’t find AMC name or license on their website
No formatting! no lists – bullets, numbered etc
Prepared by – Shantanu Dasgupta, October 2021