Guardian Capital Partners – Portfolio Management Services (PMS)

Guardian Capital Partners Fund, established in January 2020, operates as a multi-cap equity fund under its Opportunities Scheme. Initially launched as an advisory portfolio in January 2020, the assets were transitioned to an Alternative Investment Fund (AIF) in November 2021. The performance data presented encompasses the entire fund history. The fund's investment philosophy centers on acquiring quality companies at undervalued price points. If a company's valuation is not deemed attractive, the fund will maintain a cash position and remain on the sidelines. Specifically for large-cap equities, investments are made when these stocks trade at a discount to their historical average valuations. Divestments occur once these stocks begin trading above their long-term average valuations, without necessarily waiting for peak market prices.

Strategies

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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

With over two decades of dedicated experience in Indian investments, Kabir joined Berggruen Holdings in 2005 as its inaugural employee and subsequently established its Indian investment operations. During his tenure as Managing Director, he has overseen investments across a diverse range of sectors. Before his role at Berggruen, Kabir served as the Chief Executive Officer of RDC Concrete India Ltd. He spearheaded a successful operational and financial turnaround for the company during a period of significant financial challenge. RDC Concrete India Ltd. now stands as a prominent player in the Indian ready-mix concrete industry. Kabir subsequently orchestrated the divestment of RDC to True North, a leading Indian private equity firm. Kabir commenced his professional journey in 1996 at Indocean Chase Capital. He holds a Master’s degree from Sydenham College, Mumbai.

Mr Manav Saraf

Fund Manager Co-CIO

With a two-decade tenure dedicated to the Indian investment landscape, [Name] brings extensive expertise. Previously, as the inaugural team member for Lone Star Funds' expansion into Asia ex-Japan, he spearheaded their Indian operations. In his capacity as Managing Director, he was instrumental in establishing an NBFC in India and successfully managing several corporate restructuring initiatives. He also played a pivotal role in the establishment of Hudson Advisors in Asia, overseeing the underwriting of all regional transactions. Preceding his time at Lone Star Funds, [Name] held senior positions at prominent investment firms across the region, including Citadel Investment Group and Mount Kellett Capital. His career commenced in 1999 at Indocean Chase Capital. [Name] holds an MBA from the London Business School and is a CFA charterholder.

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Regulatory Information

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

Disclaimer

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent 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.

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

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