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ithought Financial Consulting LLP
ithought Financial Consulting LLP

ithought Financial Consulting LLP

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AUM ₹ 2,522.76 Cr (As on Feb, 2025)
No. of schemes 5
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About ithought Financial Consulting LLP

ithought Financial Consulting LLP manages assets worth Rs 2522.76 crores. Its current offering of PMS schemes includes 2 Multi Asset, 1 Large Cap, 1 Multi Cap and 1 Small Cap schemes.

Portfolio MANAGERS

Shyam Sekhar
Shyam Sekhar
  • Schemes managed 5
  • Total AUM ₹2,219.03 Cr
  • Highest return in 1 year +16.84 %
Profile

Mr Shyam Sekhar has more than 3 decades of investing experience in franchise based high growth businesses. He follows a value-based approach to investing. His focus is on identifying investment opportunities in emerging companies through a sound research driven process. His strengths include exposure to multiple industries as a research analyst, creating large sized portfolios and investing across market cycles.

Rohit_Balakrishnan
Rohit_Balakrishnan
  • Schemes managed 1
  • Total AUM ₹323.73 Cr
  • Highest return in 1 year -14.99 %
Profile

Rohit has 13+ years of experience in financial markets. He has previously worked with companies such as McKinsey & Co, Elevation Capital (previously SAIF Partners) – a sector and stage agnostic fund, and RARE Enterprises – Mr. Rakesh Jhunjhunwala’s family office. Prior to joining ithought, Mr. Balakrishnan was the founder of SEBI Registered Investment Advisory – VRDDHI Capital Investment Advisors (SEBI Registration # INA10008832). Mr. Balakrishnan has done his B.B.S from Delhi University.

Rajat_Setiya
Rajat_Setiya
  • Schemes managed 1
  • Total AUM ₹323.73 Cr
  • Highest return in 1 year -14.99 %
Profile

Rajat has 13+ years of experience in financial markets. He has previously worked with companies such as Elevation Capital (previously SAIF Partners) – a sector and stage agnostic fund, RARE Enterprises – Mr. Rakesh Jhunjhunwala’s family office, Moody’s Analytics.Prior to joining ithought, Mr. Setiya was the founder of SEBI Registered Investment Advisory – VRDDHI Capital Investment Advisors (SEBI Registration # INA10008832). Mr. Setiya has done his B. Com (Hons) from Delhi University and has completed his CFA (Level 2).

Balaji_GR
Balaji_GR
  • Schemes managed 1
  • Total AUM ₹75.22 Cr
  • Highest return in 1 year +4.94 %
Profile

Balaji is a passionate equity investor with 16+ years’ of experience in financial markets with Fidelity, Reliance Capital & IIFL Wealth. He has in depth expertise across various functions in Asset Management and Wealth Management. Balaji is an MBA Finance Graduate who has a keen interest in stock markets and has been investing since college days. He is an active speaker in public forums including Tamil Nadu Investor Association, SEBI Investor Meet, etc. Balaji is also a regular columnist at The Hindu. He voraciously reads annual reports and books about investor behaviour. Balaji is involved with research and fund management at ithought.

FUND MANAGER INTERVIEWS

"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund 19:21
"Over 50% Return In 1 Year! Here's All You Need To Know About Dividend Yield Mutual Funds
Over 50% return in 1 year! Here's all you need to know about Dividend Yield Mutual Funds 3:24

PMS Schemes

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ithought - SPHERE
AUM (₹ Cr)
546.55
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
MULTI ASSET
Category Rank
3 Out of 19
Fixed Fee
1.50%
NIO
AUM (₹ Cr)
80.09
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
MULTI ASSET
Category Rank
4 Out of 19
Fixed Fee
1.50%
ithought - TRUBLU
AUM (₹ Cr)
75.22
Hurdle Rate
6.00%
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
3 Out of 25
Fixed Fee
1.00%
ithought - SOLITAIRE
AUM (₹ Cr)
1193.44
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
113 Out of 171
Fixed Fee
1.50%
ithought - VRDDHI
AUM (₹ Cr)
323.73
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
SMALL CAP
Category Rank
23 Out of 24
Fixed Fee
No Option
Scheme Name Category Category Rank Scheme Return Benchmark Return Benchmark AUM (Rs Cr) Hurdle rate Fixed fee
ithought - SPHERE
3Out of 5
-2.70%
NSE Multi Asset Index 1
-1.08%
NSE Multi Asset Index 1
546.55
No Option
1.50%
NIO
4Out of 5
-3.03%
NSE Multi Asset Index 1
-1.08%
NSE Multi Asset Index 1
80.09
No Option
1.50%
ithought - TRUBLU
3Out of 5
-4.55%
Nifty 50 TRI
0.45%
Nifty 50 TRI
75.22
6.00%
1.00%
ithought - SOLITAIRE
113Out of 5
-10.45%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
1,193.44
No Option
1.50%
ithought - VRDDHI
23Out of 5
-16.35%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
323.73
8.00%
No Option
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQs

What is the total AUM managed by ithought Financial Consulting LLP ?
The total AUM managed by ithought Financial Consulting LLP is ₹2522.76 crores
What is the total number of schemes managed by ithought Financial Consulting LLP ?
The total number of schemes managed by ithought Financial Consulting LLP is 5
What is the best performing PMS scheme of ithought Financial Consulting LLP in 1 year ?
The best performing PMS scheme of ithought Financial Consulting LLP in 1 year is ithought - SPHERE.
What is the best performing PMS scheme of ithought Financial Consulting LLP in 3 years?
The best performing PMS scheme of ithought Financial Consulting LLP in 3 years is ithought - SPHERE
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