The Seers Enduring Portfolio is helmed by two seasoned financial professionals—Rajesh Seth, a Chartered Accountant, and Chander Bhatia, a Cost and Management Accountant. With careers rooted deeply in Indian capital markets since the 1990s, they joined forces in 2005 to pursue a disciplined practice of value investing, driven by meticulous fundamental research on listed Indian companies.

Rajesh Seth began his journey in the world of finance by establishing his own chartered accountancy practice. While the profession demanded technical precision, his deeper passion lay in poring over financial statements, analyzing data, and drawing insights that revealed the true health and potential of a business. Over time, his skill in dissecting company fundamentals evolved into a deep understanding of stock investing. Backed by 23 years of experience as a CA, Rajesh eventually shifted his full focus to managing investments—transforming his professional foundation into a full-time equity investing endeavor.

His partner, Chander Bhatia, took a different but equally enriching path. He started his career with India’s largest bank, the State Bank of India, and later became a key stakeholder and Director at United Share Brokers Ltd in 2001. Chander is a voracious reader, dedicating nearly five hours a day to reading on macroeconomic trends, industry shifts, and company fundamentals. His sharp numerical abilities and knack for deep analysis allow him to connect the dots beyond surface-level data, leading to valuable investment insights.

Together, their investment philosophy revolves around high-conviction, long-term bets. The Seers Enduring Portfolio typically comprises 12 to 15 carefully selected stocks. Each investment is made with a holding horizon of at least three to five years, embodying the classic value investing mantra of patience and discipline. Their research process is bottom-up, with an emphasis on identifying niche businesses that hold leadership positions in their sectors. What sets them apart is their insistence on credibility—not just in numbers, but in the character and capability of a company’s management team.

While the portfolio leans heavily towards mid- and small-cap stocks, it does so selectively and with caution, aiming to generate consistent wealth over time rather than chasing short-term market trends. With a minimum investment requirement of ₹50 lakhs, the Seers Enduring Portfolio is designed for investors who believe in the quiet power of compounding, and who value deep research, conviction, and a long-term view.

The Seers Enduring Portfolio aims to create long-term wealth by investing in fundamentally strong businesses that demonstrate durable competitive advantages and structural growth potential. The portfolio is tailored for investors seeking high alpha through low churn and high-conviction stock selection, primarily in sectors where long-term transformation is underway.

Seers follows a disciplined, research-led investment process with the following core pillars:

• Long-Term Focus: Seers looks beyond short-term market noise, prioritizing companies with sustainable growth over multiple market cycles.
• Benchmark Deviation: The portfolio purposefully deviates from the benchmark to capture high-conviction opportunities not always represented in broad indices.
• High-Conviction Bets: A concentrated allocation to sectors like financials, capital goods, real estate, textiles, pharma, and auto ancillary, where deep research indicates undervalued growth potential.
• Performance-Based Fee Model: Investors pay a performance fee only when portfolio returns exceed a predefined hurdle rate—ensuring complete alignment with investor interests.
• Skin in the Game: The Seers team co-invests in the same stocks as clients, reinforcing their confidence in the strategy.