We offer a carefully curated portfolio designed to tap into megatrends that are shaping the next decade—trends that will define India’s economic and business future.

This portfolio is built not by chasing cheap valuations, but by investing in high-quality businesses that will become cheap over time as their earnings grow and market leadership expands.

🧠 Our Strategy: Quality Over Quantity

✅ No Illiquid Small Caps

We consciously avoid absolute illiquid small caps. These stocks may look attractive, but are notoriously difficult to exit—like Abhimanyu’s Chakravyuh: easy to enter, hard to leave.

✅ Focused, High-Conviction Portfolio

We believe that a concentrated portfolio of 15 well-researched stocks is more than enough to outperform the broader market (including benchmarks like the Nifty 50).

This focus allows us to invest meaningfully in our best ideas, rather than dilute returns by over-diversification.

🚀 What You’re Getting:

• Exposure to emerging megatrends
• High-quality companies with strong fundamentals
• Liquid, scalable businesses with clean governance
• A long-term wealth creation approach aligned with investor interest

💡 Our Investment Philosophy

Over the years, our approach has been simple but powerful—identify high-growth companies that are leaders in their sectors with the ability to deliver strong earnings growth and high return on equity.

We focus on:

✅ Quality businesses

✅ Efficient capital allocation

✅ Strong management teams

✅ Sustainable competitive advantage

Many of our past ideas have gone on to create significant wealth for investors—PI Industries, Larsen, Bajaj Finance, and Sobha Realty, to name a few.

These weren’t just lucky picks—they were the result of a disciplined process rooted in fundamental strength and long-term vision.