Identify Winners in Journey to $5 Trillion Goal

Key Attributes

Inception Date: Jan 2020

Fund Manager Name: Mr. Chakri Lokapriya

Fund Manager Experience:

22 years managing BRIC, Global Funds at J.P Morgan, New York; BNP Paribas, London; Franklin Templeton, India

Fund Manager Qualification:

New York University, Leonard N. Stern School of Business, MBA Finance, New York, 1994, Registered Investment Qualifications: Investment Management License, CF30, CF27, FSA, U.K.

Investment Objective

Identify and invest across sectors in companies which will grow faster than the GDP over the next 5 years and contribute to India’s goal to becoming a $5 trillion economy by 2025. We will see the emergence of companies developing new and innovative products and services addressing changing needs & requirements.

Investment Strategy

Fund will focus in investing in current and emerging sectors and companies across capitalization which can potentially multiply 2.5x by 2025. The risk of investing includes capital loss, however diversification across sectors lowers the risk to deliver risk adjusted returns.

Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION

Do Not Simply Invest, Make Informed Decisions

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