Investor Summary

Saurabh Khandelwal serves as Fund Manager and Director with extensive experience in Indian markets and fund management. He previously served as Senior Director for Portfolio Management at Majid Al Futtaim Holding (2017-2020), co-founded the India Build-Out Fund (2015-2017), and helped establish and raise $600 million at Tata Opportunities Fund. He holds CRD number 7778672 and passed the Series 65 examination on May 19, 2023, with no disclosed disciplinary events. He co-founded SocInvest, an investment-related blog, and currently manages both the US and India fund structures.

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Fund Strategy

We seek to make long-term investments in businesses with strong fundamentals and outstanding promoters at an attractive valuation. Both funds primarily invest in publicly listed Indian companies using a value-oriented approach with an ownership mindset. The investment philosophy is built on three core pillars: trust, excellence, and equanimity of mind, drawing inspiration from the Bhagavad Gita. The fund emphasizes structure as the hidden force that determines investor attraction, behavior during downturns, discipline across cycles, and ultimately whether compounding continues.

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FUND PERFORMANCE AS OF 30th September 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
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