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ithought Financial Consulting LLP – Portfolio Management Services (PMS)

ithought is a SEBI Registered firm that has its roots in Research and Strategy. Our Portfolio Management Service follows the core principles of value investing. Our products are designed for investors with an expectation of reasonable long-term returns generated through moderate risk-taking and consistent investment strategy. Our objective is to invest in well-managed companies with proven business models at reasonable valuations.

AUM (₹ Cr)

3525.81

Clients

1820

Strategies

5

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

ithought Financial Consulting LLP Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
SOLITAIRE Multi Cap & Flexi Cap 0.81% 21.56% 23.26% Aug 2019
VRDDHI Small Cap -18.46% 19.28% — May 2021
TRUBLU Large Cap 12.82% 15.73% — Mar 2021
SPHERE Multi Asset 32.68% 27.97% — Dec 2021
NIO Multi Asset 23.90% 25.43% — Oct 2022

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

Portfolio Managers & Fund Management Team

Mr Rajat_Setiya

Co-Fund Manager

Rajat has 13+ years of experience in financial markets. He has previously worked with companies such as Elevation Capital (previously SAIF Partners) – a sector and stage agnostic fund, RARE Enterprises – Mr. Rakesh Jhunjhunwala’s family office, Moody’s Analytics.Prior to joining ithought, Mr. Setiya was the founder of SEBI Registered Investment Advisory – VRDDHI Capital Investment Advisors (SEBI Registration # INA10008832). Mr. Setiya has done his B. Com (Hons) from Delhi University and has completed his CFA (Level 2).

Mr Rohit_Balakrishnan

Co-Fund Manager

Rohit has 13+ years of experience in financial markets. He has previously worked with companies such as McKinsey & Co, Elevation Capital (previously SAIF Partners) – a sector and stage agnostic fund, and RARE Enterprises – Mr. Rakesh Jhunjhunwala’s family office. Prior to joining ithought, Mr. Balakrishnan was the founder of SEBI Registered Investment Advisory – VRDDHI Capital Investment Advisors (SEBI Registration # INA10008832). Mr. Balakrishnan has done his B.B.S from Delhi University.

Mr. Shyam Sekhar

Fund Manager, PMS

Mr Shyam Sekhar has more than 3 decades of investing experience in franchise based high growth businesses. He follows a value-based approach to investing. His focus is on identifying investment opportunities in emerging companies through a sound research driven process. His strengths include exposure to multiple industries as a research analyst, creating large sized portfolios and investing across market cycles.

Interested in ithought Financial Consulting LLP?

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Regulatory Information

SEBI Registration: INP000006448

Registered Office: 554/555, Level 5, Capitale Towers, Anna Salai, Teynampet, Chennai, Tamil Nadu 600018

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.

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