Valcreate was established in 2017, with Rajesh Pherwani as its founder. In October 2022, Ashi Anand joined the firm as a strategic partner, further enhancing the core investment capabilities. The combined experience of the two senior Chief Investment Officers, exceeding five decades, positions Valcreate with one of the most robust investment teams in the Portfolio Management Services (PMS) sector. The Asset Management Company's investment philosophy, adherence to institutional best practices, and extensive experience collectively facilitate the identification and selection of superior investment opportunities for our clients, following a stringent fund selection methodology.
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| 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
With over two decades of dedicated fund management expertise, Ashi Anand has cultivated a distinguished career at premier Indian Asset Management Companies (AMCs), including ICICI Prudential PMS, Kotak Investment Advisors, and Allegro Capital Advisors. Throughout this extensive period, Ms. Anand has consistently delivered market-beating returns, showcasing a remarkable ability to achieve superior performance across diverse market cycles and investment strategies.
Founder & Fund Manager
With over two and a half decades of investment expertise, Rajesh brings extensive experience from leading financial institutions such as HDFC Ltd, HDFC AMC, and L&T AMC. He holds a Bachelor of Engineering (BE), a Master of Business Administration (MBA), and the Chartered Financial Analyst (CFA) designation.
Get in touch with our partner 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
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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)
