A research-driven PMS built on GARP, cycle awareness, and risk discipline — designed for HNIs, NRIs, and Family Offices who value clarity over speculation.
We follow a structured investment process rooted in research depth, valuation realism, and steady judgment.
Decisions based on business quality, valuation, and cycle analysis. Opinions are tested with data before capital is committed.
Rationale is documented for every entry, sizing, and exit. Clients can follow how the portfolio evolves over time.
Consistency through market cycles with low portfolio churn. We act when risk-reward changes, not on market noise.
Led by Manish Bhandari, featured on CNBC TV18 Wizards of Dalal Street. Deep expertise across research, risk, and operations.
₹50L+ long-term allocation
Custom mandates & reporting
Rupee and repatriable structures
Segregated accounts
Surplus deployment with risk controls
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.
Three distinct lenses through which we identify, evaluate and hold positions — each grounded in discipline, research depth and valuation realism.
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.
Explore the Investment Approach
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.
Explore the Investment Approach
Principles ApproachFocus 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.
Explore the Investment ApproachClient Voices
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.
