Astratinvest Financial Advisors Private Limited – Portfolio Management Services (PMS)

Astratinvest Financial Advisors Private Limited is focused on delivering consistent alpha through a disciplined, quantitative, and risk-conscious approach. Founded by a team of experienced quants and market practitioners, the AMC leverages proprietary models to identify opportunities across market cycles while preserving capital during drawdowns. Its flagship Astratinvest Quant Long Short Fund employs a diversified long-short equity strategy with dynamic hedging and strict risk protocols, aiming to deliver superior risk-adjusted returns with transparency and scalability.

Strategies

1

Investment Strategies & Performance

Alternative Investment Funds (AIF)

Astratinvest Financial Advisors Private Limited Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

Quant Long Short Fund

Multi Cap Jun 2025

AIF investments carry market risks. Please read scheme documents carefully.

Portfolio Managers & Fund Management Team

Mr Akash Gupta

Co-founder and Fund Manager

Mr. Akash Gupta is the Co-Founder, Managing Director, and Chief Investment Officer of Astratinvest Financial Advisors Pvt. Ltd. He brings extensive expertise in equity markets and quantitative finance, combining deep market knowledge with a forward-looking approach to investment advisory. He holds the prestigious NISM-AIF Fund Manager Certification (Reg. No. NISM202300185256), reflecting his commitment to professional standards and regulatory excellence. Akash began his career in the equity markets in 2016, gaining wideranging exposure across global equities, Indian markets, and emergingasset classes like crypto. A graduate of BITS Pilani with a B.E. (Hons.) degree, he is currently pursuing an MSc. in Financial Engineering from WorldQuant University to further strengthen his quantitative expertise and investment acumen. Before co-founding Astratinvest, Akash founded multiple ventures that highlight his entrepreneurial drive and vision. These include AstratquantLabs Pvt. Ltd., a fintech company focused on quantitative technologies; Astratmutual Pvt. Ltd., an AI-driven platform simplifying mutual fund investments; and Quant Meridian Capital, a holding company built to support long-term financial innovation. In his professional journey, Akash has also held pivotal roles such as Software Developer – Manager Level at Reliance Jio Infocomm Pvt.Ltd., where he led teams working on advanced technology and generative AI projects. His experience at WorldQuant involved financial modeling, global market strategy development, and quantitative research, showcasing his analytical depth and ability to apply scientific methodologies to finance. At Astratinvest, Akash is driven by a vision to transform India’s investment landscape by integrating advanced mathematics, data-driven strategies, and cutting-edge technology. His focus on long-term wealth creation and systematic investing continues to shape the firm’s philosophy and commitment to innovation.

Mr Shivam Agrawal

Co-founder and Fund Manager

Shivam Agrawal is the Co-Founder, Director, and CEO of Astratinvest Financial Advisors Pvt. Ltd. He is a seasoned professional in quantitative finance with expertise spanning hedge fund management, algorithmic trading, and advanced data analytics. With a strong academic foundation in mathematics and mechanical engineering from BITS Pilani, he brings analytical rigor and a deep passion for capital markets to every venture he undertakes.Shivam began his career at Wells Fargo as a Quantitative Analytics Specialist, where he validated over fifteen fixed-income derivative models. His role involved critically analyzing model assumptions, parameter sensitivities, and compliance frameworks while coordinating with development, governance, and leadership teams to ensure accuracy and robustness.He later gained extensive leadership experience at Amazon Operations, managing a workforce of more than 600 associates and overseeing outbound processes handling 40,000 daily shipments. His contributions included process redesigns that enhanced efficiency, improved user engagement, and reduced operational wastage through innovative, datadriven approaches. As an entrepreneur, Shivam co-founded Astratquant Labs, a data-driven solutions company that transformed complex market data into actionable investment insights using quantitative models. He is also spearheading Astratmutual, an AI-powered platform that simplifies mutual fund investments and empowers distributors and investors with advanced analytics, investment tracking, and CRM capabilities.Shivam’s journey reflects a unique blend of institutional expertise, entrepreneurial drive, and technical excellence. His leadership and commitment to innovation continue to shape Astratinvest’s vision of building technology-driven, transparent, and scalable investment solutions for the future.

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Regulatory Information

SEBI Registration: IN/AIF3/25-26/1795

Disclaimer

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)