We are SEBI registered Portfolio Manager having registration number INP000005731 providing portfolio management services on discretionary and/or non-discretionary basis and investment advisory services. Our key product offering under the discretionary portfolio management service is “Pantomath Emerging Giants PMS” that primarily invests in emerging opportunities be it SMEs, Small Cap and other growth-oriented companies whether listed securities or unlisted. PMS is spearheaded by Mr Varinder Bansal who is the Fund Manager and also Principal Officer. He is M. Sc Finance and MBA, Finance by qualification with nearly 12 years of professional work experience and Ex head research at CNBC TV18.
Our firm belief is that research based long-term investing will unleash the true value in the SME space. The 3 Ps –Promoter, Product and Price – are the foundation of our investment philosophy. Promoter is one who has Passion for its products, Focus on the business and conduct’s the business with Unquestionable Integrity. The Product has substantial competitive advantages over others and has the ability to sustain and protect the same over years to come. We do not believe in paying high Price for a business, but rather find good businesses and pay a lot less for it.
- No Model Portfolios: We do not track any index and don’t have any model portfolios. Our allocations in individual portfolios vary depending on our assessment of the clients risk appetite.
- Portfolio Discipline: We do not have more than 8-10 sectors in our portfolio at any point of time. Also, we wait patiently for the right opportunities at the correct price, thus we deploy slowly in selected few ideas
- SMEs: We also selectively invest in SMEs for higher alpha generation
- Special Situation Opportunities: We are opportunistic investors, don’t shy away from allocating excess cash in such opportunities to create an alpha over cash. Special situations for us would include high dividend yield companies, de-mergers, deep discounts, buybacks, open offers etc
Pantomath Sabrimala SME Growth Fund is a SEBI registered Category-I AIF, a SME focused fund that primarily invests in SMEs listed or proposed to be listed in India.
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