Our investment philosophy is guided by the principle that sustainable, long-term wealth creation mirrors the organic growth of a tree. While daily progress may appear incremental, this steady accumulation fosters exponential returns over extended horizons, akin to the power of compounding visualized on an investment chart.
We aim to function as an extension of our clients' family offices, serving as trusted partners to those whose investment objectives resonate with our enduring focus on long-term value creation.
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -1.78% | -0.28% | -1.50% |
| 3 MONTHS | -3.19% | 6.33% | -9.52% |
| 6 MONTHS | -4.40% | 2.92% | -7.32% |
| 1 YEAR | -6.89% | 11.88% | -18.77% |
| 2 YEAR | 6.51% | 10.97% | -4.46% |
| SINCE INCEPTION | 11.17% | 15.30% | -4.13% |
| Year | Return |
|---|---|
| CY 2025 | -6.89% |
| CY 2024 | 21.85% |
| Year | Return |
|---|---|
| FY 26_YTD | 13.30% |
| FY 25 | 2.78% |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Manager
Mr. Sahil Doshi possesses more than ten years of expertise in investment management, having previously been affiliated with distinguished entities such as ITI Mutual Fund, Aditya Birla Sun Life Asset Management, and Antique Securities & Corporate Database. He holds a Master of Science degree in Investment Management from the University of Reading, United Kingdom. Furthermore, he is a CFA Charterholder and has obtained CFP certification.
AMC:
Hurdle:
Profit Sharing:
Year 1: 3%
Year 2: 2%
Year 3: 1%
Get in touch with our partner to learn more about 's portfolio management services and how they align with your investment goals.
Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.
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. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.
Last Updated: January 2026 · Published by Affluense AI (affluense.ai)
