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.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised
Rohit_Balakrishnan
Manager Rank 6 Out of 14
i
Rank is based on 3-year return
Schemes Managed 1
Total AUM₹380 Cr
Highest Return In 1 Yr 3.22%
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.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised
Rajat_Setiya
Manager Rank 6 Out of 14
i
Rank is based on 3-year return
Schemes Managed 1
Total AUM₹380 Cr
Highest Return In 1 Yr 3.22%
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).
To invest in emerging businesses in the mid, small & microcap segment. The companies that we invest in have market leadership characteristics, have no/low debt, strong cash flows, and are run by promoters/management who rank high on corporate governance standards.
Investment Approach
We have a PE style in-depth approach in our research and our focus in this scheme is to minimize the risks that are inherent in the small/mid-cap space by focusing on controllable such as what business we buy, who we partner with and what valuations we pay.
ithought Financial Consulting LLP manages assets worth Rs 2724.24 crores. Its current offering of PMS schemes includes 2 Multi Asset, 1 Large Cap, 1 Multi Cap and 1 Small Cap schemes.