One of India’s major wealth management platforms, Nuvama Wealth and Investment Ltd (Previously Edelweiss Broking Limited) serves over 2,400 of India’s wealthiest families as well as 670,000 wealthy and high-net-worth people. Currently, this covers Securities Trading and Advisory, Investment Management, Mutual Fund Distribution, Research Analysis, Stock Broking, Clearing and Custody Business, Portfolio Management Business, Depository Participant, and Debt Syndication. The company has locations both inside and outside of India, including Singapore, Hong Kong, the USA, and the UK.
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Fund Snapshot
About Fund Manager
Ajay Vora
Executive Vice President and Head, Equities
- Extensive experience in fundamental research and fund management
- Proven track record in Indian equities, delivering top notch returns across different market conditions
- As Head of Equity at Reliance Industries’ Treasury, scaled AUM from US$200 mn to US$1 bn over a period of 5 years
- Prior work experience includes Head of Research at ENAM AMC
Nikhil Ranka
Senior Vice President, Nuvama Asset Management
- Over 18 years of experience in fund management, research, and investments
- Last experience at Reliance Industries’ Treasury: instrumental in scaling equity AUM to US$1 bn
- In-depth knowledge of business fundamentals across sectors
- Prior associations: Lloyd George Management, Future Capital, ICICI Sec, Kotak Securities
Offerings in a nutshell
Objective
To deliver superior returns by investing in high-growth companies across SMID benefiting from India’s $3tn+ प्रगति
Portfolio
Well-diversified with 30 – 35 high-conviction, quality companies across SMID
- Market Cap : Mid-caps 80-100%
- Small Caps: Up to 20%
Selection and risk mitigation
Selection and risk mitigation Sector and benchmark agnostic focusing on bottom-up stock selection, grounded in research. Leverage primary connects with 100+ companies
Build Your Investment Portfolio- Choose Your Strategy
The allocation of investable funds between the two schemes is determined by the investor in consultation with the fund manager.
- Long Term Scheme
– Focuses on established businesses with moderate but steady growth.
– Provides stability to the portfolio.
– High confidence in delivering returns.
– Typically includes large-cap and large mid-cap stocks.
- Active Alpha Scheme
– Targets businesses thriving in the current environment and poised for multi-year high growth.
– Aims for high growth potential.
– Confidence in achieving high returns.
– Primarily consists of mid-cap, small-cap, and micro-cap stocks that are performing well and benefiting from favorable business conditions.
– Risks: More susceptible to economic and business shocks due to smaller size, mitigated by diversification.
– Known for identifying potential multi-baggers.
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