The company specializes in managing assets and providing advisory services to clients. We look at investments in multiple asset classes based on in-depth analysis and the use of technology.
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Fund Snapshot
About Fund Manager
Ashish Goel – Partner/Fund Manager
Ashish holds an impressive academic background with degrees from top universities like Carnegie Mellon, IIM Calcutta, and IIT Kanpur. He has over 25 years of experience in financial markets across various countries and prestigious institutions such as Bear Stearns, Dresdner Kleinwort Wasserstein, Safron (Hedge Fund), ICICI Bank, and Standard Chartered (M.D).
His approach to investing centres around identifying companies with strong business stories and competent, honest management. Once he finds these promising companies, he uses internal metrics to guide his investment decisions.
Investment Approach:
InvestSavvy uses a comprehensive investment strategy that includes a detailed analysis of company fundamentals and market trends, extensive data analysis, and close monitoring of global market behaviour and emerging trends across various asset classes, such as equities, commodities, currencies, bonds, and other debt instruments.
The firm believes that companies with compelling business models and strong, competent, and honest management are most likely to succeed in the long term. Once these companies are identified, InvestSavvy uses specific metrics to guide their investment decisions, ensuring a strategic and informed approach to wealth generation.- Value Investing:
At InvestSavvy, they like to invest in companies that not only show promising growth potential but are also priced fairly. This ensures that the investments have a strong foundation for future success. - Margin of Safety:
InvestSavvy prioritizes safety by seeking out companies whose intrinsic value is more than their current market cap. They conduct thorough evaluations of companies, considering sector trends, financial performance, and direct interactions with management. Their use of discounted cash flow (DCF) valuation provides a clear understanding of the investment’s margin of safety, guiding their decision-making process with precision and insight. - Low Debt:
They typically prefer companies with minimal debt. However, if the debt is mainly for growth-related capital expenditures with a short to a medium-term repayment plan or if the company is undergoing restructuring under new management, we may still consider investing. Our decision hinges on whether we see substantial potential for upside that outweighs any associated risks. - Flexibility in Size:
As a new fund, we look into investing in companies with market caps of a few hundred crores. These companies have the potential to grow if they have a strong story behind them. Unlike big mutual funds, which usually invest in larger companies with market caps over 5000 Cr, we’re flexible and ready to seize opportunities in smaller but promising firms.
- Value Investing:
Objective:
- InvestSavvy focuses on providing personalized services based on thorough market analysis and advanced technology. Their aim is to help clients build wealth over time by staying ahead of market trends.
FAQ
What is InvestSavvy's primary focus in asset management and advisory services?
InvestSavvy’s primary focus is on managing assets and providing advisory services to clients.
How does InvestSavvy approach investment decisions regarding company fundamentals and market trends?
InvestSavvy uses a comprehensive investment strategy that includes a detailed analysis of company fundamentals, market trends, and global market behaviour across various asset classes.
What is the criteria of InvestSavvy for selecting a company to invest in?
InvestSavvy prefers companies with compelling business models, strong management, fair valuations, low debt (preferably growth-related), and potential for growth, regardless of their size.
Who is the portfolio manager and key figure behind InvestSavvy's investment strategy?
Mr. Ashish Goel, with extensive experience in financial markets and a strong academic background, serves as the portfolio manager and key figure behind InvestSavvy’s investment strategy.
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