Prudent Equity Launches Maiden Growth Strategy Portfolio Management Service Fund
Gurugram-based asset management company, Prudent Equity, has introduced its inaugural growth strategy Portfolio Management Service (PMS) fund, marked by a focused value-based investing approach. The fund seeks to capitalize on undervalued opportunities while prioritizing asset preservation. With a minimum investment requirement of Rs 50 lakh, the fund caters to a broad range of investors, including High Net Worth Individuals (HNWIs) and Ultra High Net Worth Individuals (UHNWIs), aiming to serve medium- to long-term investment objectives.
Key Highlights:
- Investment Objective: Targeting long-term capital appreciation over 36 to 60 months
- Minimum Investment: Rs 50 lakh
- AUM Target: Rs 250 crores by end-2025
- Designed for: HNWIs and UHNWIs seeking medium- to long-term growth
Company Background:
Prudent Equity, established by Siddharth Oberoi in 2012, provides asset management services to family offices, High Net Worth Individuals, and retail investors. The company’s core focus is on offering actionable advice to individuals, families, and corporations on their equity investments, as demonstrated by its Alternative Investment Fund (AIF) launched in 2022.
Notable Performances:
- The existing ACE fund has delivered a remarkable 75% return over the past 12 months, surpassing the benchmark’s 37% return.
Stay ahead of the curve:
By tracking the growth strategy PMS fund, investors can potentially capitalize on mispriced opportunities while prioritizing long-term capital growth. Prudent Equity’s commitment to client-centric service, combined with its experience in alternative investments, positions the fund as a notable player in the market.
