Valcreate Investment Managers
Investment Management
Kaledonia, In
3 employees
- Employees
- 3
- Contacts
- 1
- Emails
- 1
Valcreate Investment Managers Overview
- Headquarters
- Kaledonia, In
- Website
- valcreate.com
- Industry
- Investment Management
- Employees
- 3
- Founded
- 2017
- Funding
- 360
- Company Email
- Available in AeroLeads
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
Keywords
Portfolio management services (PMS)
Cyclical and counter-cylical portfolios including thematics
Market cycle agnostic equity investment strategies
Bespoke client portfolios including stocks
bonds and mutual funds or its combinations
Fundamental analysis and investing
Growth and value/opportunity driven portfolio creation
Risk management through limiting concentration and deep understanding of businesses/valuations
Adequate concentration in attractive names to achieve wealth objectives
Client portfolio customisation towards their preferences and objectives as well as client education and handholding
Strict regulatory compliance of the firm as well as employee adherence to the same
About Valcreate Investment Managers
Welcome to Valcreate Investment Managers LLP, a forefront in customizing wealth through process oriented approach to investments. Founded in 2017 by seasoned investment professional Rajesh Pherwani, Valcreate was awarded a Portfolio Management Services (PMS) license in April 2018, signifying our commitment to adherence to the highest standards of investment practices. Rajesh Pherwani is a seasoned investment professional, with 27+ years of research & fund management experience at top-AMC’s (including HDFC Ltd, HDFC AMC and L&T AMC). The firm’s processes piggy back on Rajesh Pherwani’s 28 years of experience in equity markets as well as concomitant institutional framework. During the challenging times of the COVID-19 pandemic in 2020, our resilience and adaptability were proven when Valcreate's strategies achieved the number one position in the PMS industry for several months in a row. In October 2022, Valcreate received a renewed PMS license (INP000007599). The same year, we were delighted to welcome Ashi Anand, a distinguished industry expert, as a strategic partner, further bolstering our investment acumen. Today, Valcreate manages multiple client accounts under diverse portfolio strategies, each tailored to meet specific financial goals and risk profiles. Connect with us to discover how Valcreate can help you achieve your investment objectives and contribute to building your wealth.
Valcreate Investment Managers Contact Details
- People in AeroLeads
- 3
- With contact data
- 1
- Email contacts
- 1
- 33.3% coverage
Valcreate Investment Managers Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Ashi Anand | Founder & CEO at Ime Capital | Bengaluru, Karnataka, India |
Email
|
| Rajesh Pherwani | Investment Professional - Founder |
View
|
|
| Sahil More | Manager - Investments and Operations | Mumbai, Maharashtra, India |
View
|
Employees by Management Level
Executive
2 profiles
Manager
1 profile
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