Important Disclosure

InvestValue Capital Pvt. Ltd. is a SEBI-registered Portfolio Manager under the SEBI (Portfolio Managers) Regulations, 2020.

SEBI Registration No.: INP000009773

The information provided on this website is for general informational purposes only and does not constitute an offer, solicitation, or recommendation to invest in any portfolio management service or investment product.

Investments in securities are subject to market risks. There is no assurance or guarantee of returns. Past performance is not indicative of future results.

By proceeding further, you confirm that:

  • You have read and understood this disclosure.
  • You are accessing this website for information purposes only.
  • You agree to read the Disclosure Document and PMS Agreement carefully before any investment decision.
  • SEBI registration does not guarantee performance or returns.

Compounding
Beyond Market Noise.

InvestValue Capital presents its flagship strategy

InvestValue India Winners a Multi-Cap Portfolio Management Strategy. A research-led, conviction-driven Indian equity portfolio designed to participate in long-term structural growth while consciously managing downside risk across market cycles.

SEBI Registered Portfolio Manager

SEBI Registration No.: INP000009773

Investment Philosophy

Our Philosophy Rests on Three Core Beliefs

Growth Longevity

Growth matters, but longevity of growth matters more. We seek businesses whose competitive advantages enable sustained compounding over extended periods.

Cash Flow Focus

Reported profits are opinions; cash flows are facts. We prioritize businesses that generate real, verifiable cash flows over those relying on accounting adjustments.

Capital Allocation
Capital Reinvest Buybacks Dividends

Capital allocation decisions define long-term outcomes. We invest in management teams that demonstrate discipline and intelligence in deploying capital.

Our Offerings

See how effortlessly you can optimize your capital, streamline decision-making, and unlock smarter investment growth all in one powerful platform.

PMS Strategy

InvestValue India Winners

A long-only, discretionary multi-cap equity strategy investing across large, mid, and small-cap companies without sectoral constraints.

Strategy Type
Strategy Type
Multi-Cap | Long-Only
Benchmark
Benchmark
BSE 500 TRI
Investment Horizon
Investment Horizon
3–5 Years+
Risk Profile
Risk Profile
High
Portfolio Size
Portfolio Size
15–30 Stocks
Management
Management
Discretionary PMS

Why This Strategy

India's structural growth opportunity combined with increasing market participation and information flow has increased short-term noise in equity markets. In such an environment, disciplined capital allocation and long-term investing become critical.

InvestValue India Winners focuses on business quality, earnings durability, and structured portfolio construction rather than reacting to short-term market movements.

Investing in India
Strategy
Benchmark
Risk
Portfolio
Management
Horizon

Investment Process

A Systematic, Multi-Stage Process to Build a High-Conviction Portfolio

Stage 2 – Quality Filter

Retain financially strong and well-governed businesses with durable competitive advantages.

BSE 500 Stage 1 Stage 2 Stage 3

Stage 1 – Growth Filter

Identify companies with sustainable revenue and earnings growth across market capitalizations.

Stage 3 – Momentum & Risk

Select stocks with market confirmation and controlled volatility. Final portfolio: 15–30 high-conviction stocks.

Risk Management

Risk Is Defined as Permanent Capital Impairment Rather Than Short-Term Volatility. Our Risk Framework Is Integrated Into Every Stage of the Investment Process.

Governance Discipline

Rigorous assessment of management quality and corporate governance standards.

Liquidity Management

Ensuring adequate portfolio liquidity for orderly execution.

Drawdown Control

Structured approach to managing and limiting drawdowns across cycles.

Continuous Monitoring

Ongoing portfolio surveillance and proactive risk assessment.

Investment Leadership

Experienced Professionals Driving Research-Led Investment Decisions

Aditya Agarwala

Aditya Agarwala

Chief Investment Officer

Siddharth Purohit

Siddharth Purohit

Portfolio Manager — Equity

Sunny Trisal

Sunny Trisal

Portfolio Manager — Debt

Compliance & Disclosures

InvestValue Capital Pvt. Ltd. is a SEBI-registered Portfolio Manager. We are committed to complete transparency and regulatory compliance.

View All Disclosures