Valcreate was founded in 2017 by Rajesh Pherwani. In Oct-2022, the firm further strengthened the core investment with Ashi Anand joining as a strategic partner. With over 5 decades of combined experience from the 2 senior CIO’s, Valcreate has amongst the strongest investment teams in the PMS industry. The AMC's investment approach, institutional best-practices, & experience helps ensure that we only invest in the highest-quality investments for our investors, that have gone through a rigorous fund selection process.
53.39
39
2
31 December 2025
| Strategy | Category | 1Y | 3Y | 5Y | Inception |
|---|---|---|---|---|---|
| Growing India | Multi Cap & Flexi Cap | -5.84% | — | — | Feb 2023 |
| Lifesciences and Specialty Opportunities | Thematic | -4.23% | — | — | Feb 2023 |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Manager
Ashi Anand has over 20 years of fund management experience, at some of India's top AMC's include ICICI-Pru PMS, Kotak Investment Advisors & Allegro Capital Advisors. Ashi has been able to demonstrate consistent outperformance to the markets across the past 2 decades, across a wide range of market conditions & strategies.
Founder & Fund Manager
Rajesh has over 25 years of investing experience, including HDFC Ltd, HDFC AMC and L&T AMC. Rajesh is a BE, MBA & CFA.
Get in touch with our investment advisors to learn more about Valcreate Investment Managers LLP's portfolio management services and how they align with your investment goals.
SEBI Registration: INP000007599
Registered Office: 203 Sunder Bhavan 16th Road Khar W,,MUMBAI,,MAHARASHTRA,INDIA,400052
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)
