The minds we study,
the managers we work with.
A considered, private view of the Indian investment professionals whose thinking has informed ours. We do not represent them. We study them, at close range, because what a manager actually does, and why, is the thing that determines whether capital compounds.
Hiren Ved
A long-duration ownership mindset, applied to high-quality Indian businesses with durable advantages and owner-operator alignment. Hiren's framework has not drifted across three decades and multiple cycles, which is, in itself, the compliment. Turnover is deliberately low. Conviction, deliberately earned.
Jigar Mistry
A cycle-aware investor, willing to sit in cash when the market asks for humility and to lean into risk when it rewards courage. Jigar's drawdown discipline is, in our view, the quietest edge in Indian PMS — a feature of the portfolio, not a footnote. Two decades of institutional training, applied with restraint.
Chetan Parikh
A student of Graham, Buffett and Munger, applied with rigour to Indian equities. Chetan's writing, and his investor communications, are, in themselves, an education in investing. The portfolio is an expression of patience: low turnover, deep conviction, and a willingness to wait. Rare in a market that rewards the hasty.
Sunil Singhania
Decades at Reliance Mutual Fund, followed by the institutional build-out of Abakkus, have produced one of India's more complete equity platforms. Sunil's MEETS framework — management, earnings, events, timing, structure — is disciplined without being dogmatic. Especially instructive for mid and small-cap exposure, where manager quality is the whole game.
Ravi Dharamshi
A thematic, secular-growth investor whose work on structural tailwinds — manufacturing, financialisation, digital consumption — has often been ahead of consensus. Ravi writes and thinks in decades, not quarters. Portfolios are concentrated, turnover is low, and the patience asked of the investor is explicit. For the right mandate, it compounds.
Naveen Chandramohan
A concentrated, framework-driven investor. What draws us to Naveen's work is the willingness to hold fewer names, size them by conviction, and let cash sit when valuations fail the test. His letters read like process notes. The portfolio reads like the letters. In a market crowded with narrative-chasers, that consistency is rarer than it should be.
Knowing the manager is one part of the work. Knowing which manager belongs in your allocation is the other.
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