InvestValue Fintech has launched a discretionary portfolio management service (PMS) under its subsidiary InvestValue Capital, marking a strategic expansion of its wealth management offerings.
Branded ‘InvestValue India Winners’, the multi-cap strategy will invest across market capitalisations, focusing on companies positioned to benefit from structural shifts in the Indian economy, including formalisation, rising consumption, manufacturing expansion, and digital transformation.
The firm aims to scale assets under management (AUM) to Rs 500 crore within the first year and Rs 3,000 crore over the next three years, leveraging its partner ecosystem and research-driven investment process.
InvestValue said its broader platform, launched in October 2025, is growing at 2.5x and currently works with over 1,200 active partners across metros and Tier-2 cities. The company claims a client base of more than 15,000 customers and cumulative transactions exceeding Rs 2,000 crore.
Tushar Bopche, Co-founder and CEO, InvestValue, said the strategy reflects the firm’s conviction in India’s long-term growth trajectory, supported by domestic demand, policy continuity, and increasing participation in capital markets. He noted that disciplined, research-led investing in quality businesses can help investors participate meaningfully in this growth phase.
Aditya Agarwala, Co-founder and CIO, said the portfolio will prioritise companies with durable competitive advantages over short-term market momentum. He added that the strategy blends high conviction investing with disciplined risk management, ensuring both qualitative and quantitative criteria are met.
The PMS launch comes at a time when high-net-worth individuals and institutional investors are increasingly seeking actively managed, benchmark-agnostic investment solutions. The strategy will operate in compliance with SEBI’s PMS regulations and will emphasise transparent communication, periodic portfolio updates, and alignment of interests with investors.
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