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Valcreate Lifesciences & speciality opportunities

Valcreate Investment Managers LLP

About Company

Valcreate Investment Managers LLP is a Mumbai-based, SEBI-registered portfolio management service (PMS) firm established in 2017 by Rajesh Pherwani, a seasoned investment professional with over 27 years of experience. The firm specializes in creating highly disciplined, research-driven, and concentrated equity portfolios for high-net-worth individuals, requiring a minimum investment of around Γ’β€šΒΉ50 Lakhs. Valcreate's investment decisions are guided by its proprietary GQV (Growth, Quality, and Value) Investment Framework. They have been recognized for strong performance, with some strategies achieving top rankings during challenging market periods, such as the COVID-19 pandemic, and the IME Digital Disruption strategy being featured in the top 10 PMS funds in August 2024. The core team boasts over 5 decades of combined experience, ensuring an institutional approach to wealth management.

Valcreate Investment Life Sciences and Specialty Opportunities Strategy

Fund Snapshot

Year of Inception 2018
Number of Stocks 10
Investment Horizon Long Term
Fund Managers Mr. Rajesh Pherwani

Investment Philosophy

  • Valcreate Investment Life Sciences and Speciality Opportunities PMS aims to invest in a stock portfolio using a buy-and-hold strategy with sufficient diversification to minimise risk.
  • The strategy entails investing in enterprises that deliver creative goods and services, giving them a competitive advantage in the long run.
  • These businesses would earn at least 70% of the strategy’s portfolio investment. It will be considered a more volatile portfolio.

Unique Feature

Investing in life sciences companies

Valcreate Lifesciences & speciality opportunities

Benchmark: BSE 500 TRI

Valcreate Investment Managers LLP

AUM(Cr.) 1M 3M 6M 1Y 2Y 3Y 4Y 5Y Ince.
Performance β‚Ή16.47 8.77 8.22 3.13 26.81 14.47 17.88 NA NA 16.38
Benchmark NA 0.45 -3.13 3.24 17.30 8.09 17.66 NA NA 16.04
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Fund Manager

Rajesh Pherwani

Rajesh Pherwani

Rajesh Pherwani is a seasoned investments professional, with 27+ years of research & fund management experience at top-AMC’s (including HDFC Ltd, HDFC AMC and L&T AMC). Rajesh worked as a senior equity analyst at HDFC Ltd & HDFC AMC between 1996-2004, post which he joined L&T AMC as Head of Research and Fund Manager between 2012-2016. His track record as an analyst includes many multibagger picks on the back of strong sectoral specialisation and his fund schemes were all top quartile during his stint as a fund manager. In 2017, Rajesh founded Valcreate Investment Managers LLP and set it up as a SEBI registered portfolio management firm in 2018. Under Rajesh, Valcreate strategies became no.1 in 2020 among all PMSs during the most difficult Covid phase. Today Valcreate has an enviable track record and manages multiple client accounts under various portfolio strategies. Rajesh has been regularly appearing in news channel interviews and has been quoted by multiple newspapers on his views.

Startup as an Investment Asset Class | AIF & PMS Experts India | Finvolve Ventures Private Limited
Spotify - Podcast
Startup as an Investment Asset Class | AIF & PMS Experts India | Finvolve Ventures Private Limited
YouTube Β· Webinar
India Is Moving from Mutual Funds to Alternate Investments | Vikas Agrawal Calling Vikaas Sachdeva

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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.

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