
Ambit Build India PMS

Ambit Build India PMS
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Ambit Build India PMS
Ambit Build India PMS is a tactically positioned, manufacturing-focused portfolio management strategy designed to capture India’s capital expenditure (capex) boom. Anchored in the Government of India’s “Make in India” mission, this strategy invests in sectors that are transitioning from revival to high-growth phases. It is suited for investors seeking high-alpha, short- to medium-term returns through well-timed exposure to industrial and infrastructure plays.
The strategy operates under Ambit Global Private Client, a leading wealth management platform backed by deep research, seasoned leadership, and a focus on innovation.
Portfolio Managers
Investment Objective
Ambit Build India PMS aims to generate superior returns by investing in companies poised to benefit from India’s manufacturing revival and infrastructure-led capex story. This market-cap-agnostic strategy is designed to tactically capture near-term market opportunities through timely inflection points in industrial growth sectors.
Investment Philosophy
Ambit follows the “Good to Great” framework backed by the flywheel effect, focusing on three sequential growth stages:
- Build-Up Phase: The sector is either reviving or progressing from a start-up stage to early growth.
- Growth Inflection Point: Key triggers such as favorable policies or global tailwinds lead to visible sectoral momentum.
- Surging Growth Phase: This is the explosive growth phase post-inflection, where sector leaders accelerate in performance.
The philosophy emphasizes identifying sectors transitioning from Build-Up to Surging Growth, enabling early participation in breakout trends.
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
