Clearview Capital Advisors Private Limited
Clearview Capital Advisors Pvt. Ltd. PMS is an emerging boutique portfolio management firm in India, designed for investors seeking a differentiated and high-conviction investment approach. Founded by Ayush Vimal and Vedant Bagry, the firm is registered with the Securities and Exchange Board of India (SEBI) and operates with a strong focus on delivering superior risk-adjusted returns over the long term.
What sets Clearview apart is its unique investment philosophy that blends private equity-style fundamental investing with special situation opportunities. Instead of following a conventional portfolio strategy, the firm aims to identify undervalued businesses, corporate events, and niche opportunities that can generate alpha while managing downside risk. This dual approach allows the PMS to balance long-term compounding with opportunistic gains, making it suitable for investors who prefer a research-driven and actively managed portfolio.
The firm’s flagship offering, the Long Term Partners Fund, follows a multi-cap or flexi-cap strategy, investing across market capitalizations to capture growth across different segments of the economy. Its investment process is deeply rooted in rigorous financial analysis, industry research, and valuation discipline. By focusing on fundamentally strong companies and selectively participating in special situations, Clearview aims to create a portfolio that can perform across market cycles.
Clearview Capital emphasizes alignment of interest with investors. The founders have significant personal capital invested alongside clients, reinforcing a “skin in the game” philosophy. Additionally, the firm follows a client-centric and transparent approach, often adopting a performance-linked fee structure that rewards outcomes rather than asset gathering.
Despite being relatively new—established in 2022 and managing a modest asset base compared to larger PMS players—the firm has positioned itself as a niche, high-quality investment manager. Its leadership team brings extensive experience from global investment banks and has collectively advised on multi-billion-dollar transactions, which adds depth to its analytical and strategic capabilities.
Overall, Clearview Capital Advisors PMS is best suited for high-net-worth investors looking for a focused, high-conviction portfolio strategy rather than a diversified, benchmark-hugging approach. Its emphasis on alpha generation, disciplined research, and capital preservation makes it an attractive option for those willing to take a long-term view on wealth creation in equity markets.
