PMS AUM (in Rs. Cr)
232.93

No. of PMS Products
1

No. of AIF Products
0

Data as of
31 Mar 2024

Invasset launched with a dream to make people achieve their financial freedom. Invasset is a SEBI registered portfolio management service provider (SEBI: INP000006907) consisting of a specialized research team having 25+ years of professional experience and inhouse developed INVasset AAIDTM : (Algo, AI & Data) based approach for selection of companies and sectors that will lead to Alpha generation.

Vision: To generate consistent sustainable wealth for clients by investing their hard-earned income in a portfolio of Best Performing Financial Assets.

PMS Product Performance

Company Name /
Product Name
Category Date of inception AUM 1y return 2y return 3y return 5y return 10y return Since inception return
Invasset LLP Growth Fund Multi Cap08 Jan 2020232.93128.47%45.35%36.97%--40.29%

Key People

Anirudh-Garg-removebg-preview

Anirudh Garg,
Partner & Fund Manager, INVASSEST LLP

Anirudh Garg stands at the forefront of financial innovation as the architect of InvAsset. His academic credentials include a Bachelor of Business Studies from Shaheed Sukhdev College and a Masters in Investment Management from the ICMA Centre. Anirudh’s foray into the financial world began at his family’s proprietary desk established in 1992, with his journey taking a significant turn in 2007.

Navigating through the challenging financial landscape of 2008, he gained invaluable insights into the intricacies of market dynamics. His extensive research between 2008 and 2010, which involved in-depth conversations with a diverse range of investors, culminated in the creation of InvAsset Aid. This pioneering algorithm, developed over three years and rigorously tested since 1987, is at the heart of his investment philosophy, emphasizing forward-looking market analysis, bias reduction, and the critical balance of alpha preservation and generation.

The successful application of this algorithm from 2013 onwards in managing proprietary funds led to the establishment of InvAsset in 2020. Today, InvAsset boasts the management of 300 crore in proprietary funds and 250 crore in client assets, showcasing Anirudh’s exceptional expertise and the effectiveness of his innovative investment strategies

PMS Product Performance

Company Name /
Product Name
Date of inception AUM 1y return 2y return 3y return 5y return 10y return Since inception return
Invasset LLP Growth Fund 08 Jan 2020232.93128.47%45.35%36.97%--40.29%

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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