In a shift to capitalize on India’s evolving economic landscape, wealthtech powerhoutilize InvestValue Fintech has officially entered the discretionary portfolio management space. Through its subsidiary, InvestValue Capital, the firm announced the launch of its flagship multi-cap strategy, ‘InvestValue India Winners,’ setting an ambitious tarreceive of ₹500 crore in Assets Under Management (AUM) within its first year.
Since its platform debut in October 2025, InvestValue has witnessed an explosive 2.5x growth rate, amassing over 15,000 customers and facilitating transactions exceeding ₹2,000 crore. With a robust network of 1,200 partners spanning metros and Tier-2 cities, the firm is now pivoting toward high-conviction, research-driven wealth management.
The Strategy: Riding the ‘Winners’ of Structural Shifts
The ‘India Winners’ PMS is designed as a multi-cap strategy, offering the agility to invest across large, mid, and compact-cap companies. The mandate focutilizes on businesses poised to benefit from four key pillars of the Indian economy:
-
Formalisation: The shift of the unorganized sector into the regulated mainstream.
-
Rising Consumption: Capturing the growing wallet share of the Indian middle class.
-
Manufacturing Growth: Riding the wave of “Make in India” and global supply chain shifts.
-
Digital Transformation: Investing in the architects of India’s tech-first future.
Leadership Insights: Conviction Over Momentum
Tushar Bopche, Co-founder and CEO of InvestValue, emphasizes that the strategy is a reflection of the current domestic strength. “The Indian economy is at an important phase, supported by domestic demand and policy continuity,” Bopche stated. “Our strategy reflects our belief that disciplined, research-driven investing in quality businesses can support investors participate in this long-term growth story.”
Complementing this vision, Aditya Agarwala, Co-founder and CIO, highlighted a departure from “short-term momentum” chasing. The portfolio will instead prioritize durable competitive strengths, utilizing a mix of qualitative and quantitative filters to ensure risk awareness remains central to every stock pick.
A Roadmap to ₹3,000 Crore
While the immediate goal is ₹500 crore, InvestValue Capital has a clear three-year vision to scale to ₹3,000 crore AUM. This growth is expected to be fueled by:
-
Professional Management: Appealing to HNIs seeking sophisticated alternatives to traditional benchmark-tracking funds.
-
Partner Ecosystem: Leveraging their 1,200+ active partners to reach “Bharat’s” emerging wealth hubs.
-
Transparency: Commitment to periodic updates and strict alignment of interest between the fund managers and investors.
| Feature | Details |
| Strategy Name | InvestValue India Winners |
| Asset Class | Multi-Cap Equity |
| Minimum Investment | ₹50 Lakhs (as per SEBI norms) |
| Tarreceive AUM (Year 1) | ₹500 Crore |
| Core Themes | Manufacturing, Digital, Consumption |
The launch comes at a time when Indian high-net-worth individuals (HNIs) are increasingly shifting away from passive products in search of alpha through active management. By focapplying on the “structural shifts” rather than transient market trfinishs, InvestValue aims to turn its “India Winners” into the new standard for wealth creation in the 2026 market cycle.
By: Vanshika Tayal
Leave a Reply