15+
Years of Experience
3
Investment Approach
500+
Investors
Built on Clarity.
Guided by Discipline.
We follow a structured investment process rooted in research depth and valuation realism.
Evidence Over Emotion
Decisions based on business quality, valuation and cycle analysis. Opinions are tested with data before capital is committed.
Clarity Builds Trust
Rationale is documented for every entry, sizing and exit. Clients can follow how the portfolio evolves over time.
Temperament Drives Returns
Consistency through market cycles with low portfolio churn. We act when risk reward changes, not on market noise.
25+ Years of Experience
Led by Manish Bhandari, featured on CNBC TV18 Wizards of Dalal Street. Team experience across research, risk and operations.
Who We Serve
HNI
₹50L+ long-term allocation
Family Offices
Custom mandates & reporting
NRIs / OCIs
Rupee and repatriable structures
Institutional
Segregated accounts
Corporate Treasuries
Surplus deployment with risk controls
Portfolio Management Services (PMS)
Vallum PMS offers Equity and Multi Asset strategies based on research depth, valuation discipline and structured risk management.
Our process integrates bottom up company analysis with top down macro assessment so that portfolio construction reflects both business quality and market cycles.
Decisions are guided by defined position sizing, continuous review and a long term investment horizon.
Investment Approach
Vallum India Discovery Strategy
Focus on investing in equity and equity-linked securities of Indian companies with strong growth potential and sustainable business models. The strategy aims to identify quality businesses with above-average prospects for long-term value creation, backed by sound research and fundamental analysis.
Vallum India Multi-Activa Strategy
A diversified investment approach designed to achieve long-term capital appreciation by dynamically allocating across multiple asset classes based on market conditions. The strategy seeks to optimise risk-adjusted returns through active and flexible asset allocation within the regulatory framework.
Vallum
Principles Approach
Focus on investing in equity and equity-linked securities of Indian companies with strong growth potential and sustainable business models. The strategy aims to identify quality businesses with above-average prospects for long-term value creation, backed by sound research and cycle awareness.
Resources
Structured guides to help you evaluate portfolio managers, understand risk and decide if a PMS is suitable for you.
India’s Acceleration Phenomenon
Understanding the structural forces reshaping India’s growth trajectory.
Read More
Understanding Cycles in Equity Investing
Why cycle awareness matters more than stock price movements.
Read More
GARP in Today’s Market
Applying valuation discipline in an environment driven by narratives.
Read MoreA Thoughtful Conversation Starts Here
If you represent a Family Office, Institution, Corporate Treasury or are an HNI or NRI seeking a process driven PMS, we would be glad to connect and understand your objectives before proposing a mandate.