Amaltas Asset Management LLP provides specialized investment strategies tailored for high-net-worth investors. Its flagship offering, the Keystone Fund, focuses on a carefully curated portfolio of 10–15 high-conviction stocks with the potential to deliver 30%+ CAGR in earnings over a 3–5 year horizon. The fund’s approach is rooted in disciplined value investing, reinforced by rigorous forensic due diligence to ensure both growth potential and capital preservation.
PMS Investment Approach(s) | Returns | |||||
---|---|---|---|---|---|---|
Investment Approach | Category | 1 Yr Return | 2 Yr Return | 3 Yr Return | 5 Yr Return | Inception Date |
Keystone Fund | Multi Cap & Flexi Cap | NA | NA | NA | NA | Jan 2025 |
* Returns are as on 31st August 2025. * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
Fund Manager
A BITS Pilani graduate (Class of 2014) and former Investment Banker at JP Morgan in Mumbai and New York, he has led analysis on over $1 billion worth of M&A, buyout, and IPO transactions, with a strong specialization in North American real estate.
AMALTAS ASSET MANAGEMENT LLP, 303, 3RD FLOOR, BGTA GANGA CHS, WADALA TRUCK TERMINAL, ANTOP HILL, MUMBAI 400037 SEBI Reg No : INP000009126