Key Portfolio Attributes

Inception Date: 208-06-2022

Number of Stocks: 15

Portfolio Manager’s Name: SARVESH GUPTA

Portfolio Manager’s Experience:

Sarvesh Gupta has been investing in equities for more than 15 years with 13 years of experience of being a full-time professional investor across the listed and unlisted space.

Prior to launching Maximal Capital PMS, Sarvesh was a SEBI registered investment adviser during 2017-21 across listed equities and high-yield debt strategies, generating double-digit alpha for clients during this tenure.

Before founding Maximal, Sarvesh was the fund manager at Trivantage Capital during 2016-17, a SEBI-registered PMS. Sarvesh was instrumental in setting the fund from ground zero to reach multi-hundred crores in assets with strong double-digit alpha.

Preceding that, Sarvesh was Principal with Gaja Capital, one of India’s leading private equity firms focused on investing in sectors across financial services, consumer products and services, and education amongst others. At Gaja, he participated and often led the investment process. He was the youngest at Gaja to be inducted in the top decision-making core investment team, having been promoted twice in a span of 3 years.

Portfolio Manager’s Qualification:

MBA, Indian Institute of Management, Ahmedabad and B.Tech (Hons.), Indian Institute of Technology, Kharagpur

Investment Objective

The Primary objective of MAXIMAL CAPITAL – PMS is to generate steady income with potential for capital growth.

Portfolio Strategy

The investment Strategy of MAXIMAL CAPITAL – PMS is Broad-based approach to investing in high dividend yield stocks, REITs, INVITs & Fixed Interest Securities. Extremely high portion of the portfolio is liquid. Capital gain potential by increase in pay-outs. AAA to A rating for all constituents.

Investment Philosophy

Philosophy of the fund is to primarily act as a vehicle which can consistently deliver higher than average returns over the long term with the reduction of negative volatility in the capital values due to focus on AAA rated securities run by good managements.

Do Not Simply Invest, Make Informed Decisions


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