Affluense AI AFFLUENSE

Guardian Capital Partners – Portfolio Management Services (PMS)

Guardian Capital Partners Fund started in Jan-20. It offers a multi-cap equity fund through its Opportunities Scheme. They started in Jan-20 as an advisory portfolio and the assets moved to the AIF in Nov-21. The data provided is for the entire period. Their strategy is to buy good companies when they are cheap and only if they are cheap. If they are not cheap they stay on the side-lines in cash for periods. Especially for large cap companies they buy them when they trade at discounts to their long term average valuations and exit them when they start trading above long term average valuations without waiting for peak valuations.

Strategies

1

Investment Strategies & Performance

Alternative Investment Funds (AIF)

Guardian Capital Partners Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

Opportunities Scheme

Multi Cap & Flexi Cap 12.50% 20.46% 22.15% Jan 2020

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

Portfolio Managers & Fund Management Team

Mr Kabir Kewalramani

Fund Manager Co-CIO

Kabir has 23 years of investment experience focused on India Kabir has been Managing Director at Berggruen Holdings since 2005 where he was the first hire and has set up Berggruen’s investment operations in India At Berggruen, Kabir has been responsible for investments across multiple sectors Prior to Berggruen, Kabir was the CEO of RDC Concrete India Ltd RDC was previously financially strained, Kabir led a successful turnaround of the business Currently, RDC is amongst the leading ready mix concrete companies in India Eventually Kabir orchestrated the sale of RDC to True North (a leading private equity fund in India) Kabir started his career at Indocean Chase Capital in 1996 Kabir received a Masters Degree from Sydenham College in Mumbai

Mr Manav Saraf

Fund Manager Co-CIO

Manav has 20 years of investment experience focused on India He was the first hire for Lone Star Funds’ Asia ex Japan build out, where he led their Indian business As Managing Director he set up an NBFC in India and worked on multiple corporate turnarounds He also helped setup Hudson Advisors in Asia, where he was responsible for underwriting all transactions in the region Prior to Lone Star Funds, Manav was a senior member of some of the leading investment firms in the region including Citadel Investment Group and Mount Kellett Capital Manav started his career at Indocean Chase Capital in 1999. Manav received an MBA from London Business School and is a CFA charter holder

Interested in Guardian Capital Partners?

Get in touch with our investment advisors to learn more about Guardian Capital Partners's portfolio management services and how they align with your investment goals.

Regulatory Information

Registered Office: 10th Floor, Parinee Cresenzo, C-30, G Block, Bandra Kurla Complex, Bandra East BKC Maharashtra-400051

Disclaimer

This profile is provided for general informational purposes only and is based on publicly available information, regulatory disclosures, and independent research. While reasonable care is taken, the content may not always reflect the latest updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

The individuals or organizations featured have not endorsed or approved this content. Affluense AI does not act as a broker, distributor, intermediary, or investment advisor.

For official or regulatory matters, please refer to formal communication channels of the respective organization.

Affluense AI – Smarter Insights. Stronger Relationships with Affluents.

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