Portfolio Management sevice

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Portfolio Management Services (PMS)

Looking to grow your wealth in the long term or the near future, we have the right mix of offerings based on your investment goals. With an in-depth understanding of the market dynamics backed by research and deep analysis, our Portfolio Managers have crafted a basket of offerings just for you. Our core investment philosophy is developed on maximizing returns while mitigating risks.

Composite Investments Pvt Ltd is a SEBI registered Portfolio Manager (INP000006396) offering long-only India focused equity and debt portfolio offerings. We started the Portfolio management business in April 2019, and have been part of the Indian financial markets story for more than two decades as an equity broker.

At Composite PMS, we are focused on long-term wealth creation through an investment process that seeks to complement our investor’s existing investments across equities, debt, and other asset classes.
As an emerging asset manager, we have no other choice than to build differentiated equity and debt portfolios and endeavor to deliver benchmark beating returns over the medium to long term.

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Highlights

Equity funds would be driven by our philosophy to maximise returns while protecting capital, our portfolio funds employ the right mix of sectorial balanced investing in the universe of listed equities. Debt funds would maximise returns while protecting capital by investing in relatively safe debt instruments.

  • AUM at 300 Cr within 3 years of inception
  • Over 150 investors subscribing to our PMS
  • An average of 25% CAGR delivered to our investors
  • An efficient online and offline reporting mechanism
  • Launch of a debt fund without credit risk, beating bank fixed deposits
  • Easy access to our portfolio managers
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Investment Approach

GARP Fund

The fund aims to generate long term capital appreciation by investing in a portfolio of stocks across market capitalization that are well placed to benefit from the India growth story over the next 5 - 8 years and are available at reasonable valuations.

Explore GARP Fund

Emerging Stars Fund

The fund aims to generate long term capital appreciation by investing in a portfolio of small and mid-cap companies that can emerge as the next stars

Explore Emerging Stars Fund

Wealth Protector Fund

Benchmarked with S&P BSE India Corporate Bond Index, the primary objective of the fund is to generate a higher rate of return with less risk. The key focus of this offering is the safety of capital invested, liquidity, and optimal returns.

Explore Wealth Protector Fund

Portfolio Managers

 

 
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Kedar B
Composite India GARP Fund. IIM-Kozhikode

Kedar manages the Composite India GARP Fund.

He has worked across multiple industries like investment management, banking and technology. His experience as an operating manager across domains helps him view businesses from multiple perspectives that aids in evaluating business quality. His framework of evaluating businesses was built over a decade of observing some of the country's best organizations from within.

As an investment specialist with a leading private banking outfit, Kedar had multiple years to analyze and ponder over the inefficiencies plaguing the portfolio management industry that were leading to suboptimal investment outcomes for investors. At Composite PMS, his approach is to research each business bottom up as an analyst while managing portfolio risk like a professional risk manager. His objective is to build differentiated portfolios that are calibrated to market conditions at all times.

Kedar is an alumnus of the Indian Institute of Management, Kozhikode and also holds a Bachelor's degree in Engineering.

 
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Vinod Jayaram
Composite Emerging Stars Fund. IIM-Lucknow

Vinod Jayaram manages the Composite Emerging Stars Fund

He has over 15 years experience in capital markets mainly investing in listed Indian small & midcap companies and has worked at various buy-side firms including one of the largest asset management companies.
He was also associated with one of the best performing, boutique small and mid cap fund in which the family of a board member at Berkshire Hathaway was invested. He has met hundreds of company managements during his career and prides himself in discovering a few of the currently established firms at an early stage (Emerging Stars).

At Composite PMS, he follows ‘flywheel’ investing approach. He is on the lookout for companies that are relentlessly taking small steps in the right direction that in turn builds on itself and gains momentum and produces more and more positive results, just like a flywheel.

Vinod is an alumnus of the Indian Institute of Management, Lucknow and holds a Bachelors degree in Commerce from Sri Satya Sai University. His interests include running, crossfit, vipassana and reading.

 
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Gajendra M
Composite Wealth Protector Fund.

B.E - Mech (Bangalore University) and MBA – Finance (ICFAI Business School)

Gajendra manages the Composite Wealth Protector Fund.

He has over 17 years of experience in capital markets mainly investing in Debt / Fixed Income markets. Previously worked as Senior Vice President and Debt Fund Manager at Kotak Mahindra Life Insurance Co. Ltd where he managed more than INR 8,000cr of Debt AUM.

He was appointed as Chief Investment Officer (CIO) of Kotak Mahindra General Insurance in Oct 2015 and helped in strategizing investments of shareholder’s capital and policy-holder funds till March 2020, with a focus on both the debt and equity markets.

Gajendra has experience in investing in Government securities (G-SEC), State development loans (sovereign rated), PSU/Corporate bonds, equities and mutual funds.

At Composite PMS, his philosophy is to generate optimal returns with minimizing risk by investing in highly rated/high quality assets to comfortably outperform Fixed Deposit rates.

Gajendra is an alumnus of the ICFAI Business School, Bangalore and holds a Bachelor’s degree in Mechanical Engineering from Bangalore University. His interests include investing in equities, travelling, cricket, badminton and reading.
 

 
 

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All your questions. Answered.

Our Portfolio Management Services are available to individuals and institutions that are looking to invest a minimum of INR 50 lakh per customer (as per SEBI regulations) and upwards

No, but we recommend staying invested for 2 – 3 years

No, there are no exit load charges levied

Yes, this facility can be availed by NRI / Foreign Nationals

GARP, a multicap fund and ESTARS, a Mid & Small-cap fund are the two different schemes available

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