Key Portfolio Attributes

Inception Date: 18-05-2022

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 create long term wealth for clients by investing in opportunities offering extremely attractive risk-adjusted return potential with limited chance of permanent loss of capital.

Portfolio Strategy

The investment Strategy of MAXIMAL CAPITAL – PMS is to have a concentrated portfolio of ~15 stocks across market capitalization with bias towards multi-bagger opportunities found more in small and mid- cap stocks. Valuation metrics at portfolio level significantly lower than general market. Management of money in risk averse and extremely transparent manner.

Investment Philosophy

The investment philosophy of MAXIMAL CAPITAL – PMS is Value investing => Maximal is differentiated by its extreme focus on investing in securities which offer a great discount over the general market valuations without sacrificing on the quality of business and the growth potential.

Do Not Simply Invest, Make Informed Decisions


imageBook a call with our PMS AIF Specialists

Related Investment(s)

Do Not Simply Invest, Make Informed Decisions

Subscribe To Our Newsletter

By PMS AIF WORLD • Over 30,000 Subscribers

Stay informed with our latest updates. Subscribe to our newsletter for exclusive content, news, and valuable insights.

This will close in 0 seconds

This will close in 0 seconds