Counter-Cyclical Investments is a SEBI-registered Portfolio Management Service (PMS) provider (Registration No. INP000006554) specializing in investing in small-cap companies with the potential to deliver large, long-term returns. The firm’s core strength lies in identifying, evaluating, and investing in promising small-cap businesses that exhibit strong growth potential, competent management, and are available at a significant discount to their intrinsic value. Their investment philosophy emphasizes building a diversified portfolio of such companies, holding them patiently, and continuously monitoring changes in business fundamentals to generate market-beating returns over time. With years of experience and interactions with hundreds of company managements and promoters, Counter-Cyclical Investments has developed deep insights into business models, growth prospects, and corporate governance standards. Setting itself apart in the PMS industry, the firm follows a performance-linked fee model, charging no upfront management fee and earning only when investors achieve returns exceeding 10% per annum. Guided by a strong ethos of honesty and transparency, Counter-Cyclical Investments is committed to aligning its success with that of its clients.
| PMS Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr Return | 2 Yr Return | 3 Yr Return | 5 Yr Return | Inception Date |
| Diversified Long Term Value | Small Cap | -5.81% | 19.73% | 29.67% | 55.94% | Jul 2019 |
* Returns are as on 30th September 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
ChatGPT said: He holds an MA in Economics from the Delhi School of Economics (DSE) and is NISM certified, bringing strong academic and professional credentials to the field of finance. With over five years of experience in credit risk management and market research at leading global institutions such as American Express and Wells Fargo, he possesses deep analytical expertise and a solid understanding of financial risk assessment and market dynamics.
401, PN16, Shirkey Building ,l/o raj Nagar s b cly,nagpur,,maharashtra,india,440013 SEBI Reg No : INP000006554