Invasset LLP – Portfolio Management Services (PMS)

Invasset launched with a dream to make people achieve their financial freedom. We are a SEBI registered portfolio management service provider (SEBI: INP000006907) consisting of a specialized research team having 25+ years of professional experience and inhouse developed INVasset AAIDTM : (Algo, AI & Data) based approach for selection of companies and sectors that will lead to Alpha generation.

AUM (₹ Cr)

341.49

Clients

442

Strategies

1

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Invasset LLP Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Growth Pro Max Multi Cap & Flexi Cap -0.72% 31.47% 26.49% Jan 2020

Past performance is not indicative of future results. Returns are subject to market risks.

Portfolio Managers & Fund Management Team

Mr. Anirudh Garg

Fund Manager

Anirudh Garg stands at the forefront of financial innovation as the architect of InvAsset. His academic credentials include a Bachelor of Business Studies from Shaheed Sukhdev College and a Masters in Investment Management from the ICMA Centre. Anirudh's foray into the financial world began at his family's proprietary desk established in 1992, with his journey taking a significant turn in 2007. Navigating through the challenging financial landscape of 2008, he gained invaluable insights into the intricacies of market dynamics. His extensive research between 2008 and 2010, which involved in-depth conversations with a diverse range of investors, culminated in the creation of InvAsset Aid. This pioneering algorithm, developed over three years and rigorously tested since 1987, is at the heart of his investment philosophy, emphasizing forward-looking market analysis, bias reduction, and the critical balance of alpha preservation and generation. The successful application of this algorithm from 2013 onwards in managing proprietary funds led to the establishment of InvAsset in 2020. Today, InvAsset boasts the management of 300 crore in proprietary funds and 250 crore in client assets, showcasing Anirudh's exceptional expertise and the effectiveness of his innovative investment strategies

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Regulatory Information

SEBI Registration: INP000006907

Registered Office: Plot No. 14 & 15 , Canal View Enclave , Village Barewal Awana , sounth city , Ludhiana, Punjab , 142027

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