Chanakya Capital

Portfolio Management Services in India for Long-Term Wealth Creation

Founded in 2018
SEBI-registered Portfolio Manager, Registration No. INP000006040
Minimum investment of INR 50 lakh for PMS

PMS

Overview

About Chanakya Capital

Chanakya Capital Services is a SEBI-registered portfolio manager helping Family Offices and International Investors grow their wealth through disciplined, first-principles equity investing. The firm was founded in 2018 and manages capital for High Net Worth Individuals, Family Offices, and sophisticated investors seeking long-term wealth creation through disciplined portfolio construction. Its core team has 35+ years of combined market experience.

Investment philosophy

To partner with innovative companies for creating wealth for the firm's investors. Innovations have many forms: product innovation, organisational innovation, and more. The most meaningful and lasting innovation centres around trust, among customers and employees, in the long-term future of the company. The firm makes money for its investors by having a deep understanding of the quotient of trust, and process of innovation in its investee companies. Every investment decision at Chanakya Capital flows through three proprietary stages: Stock Selection, Market Timing, and Portfolio Design and Optimisation. The firm's focus in stock selection is on the cash flow of companies, while weaving qualitative aspects of business into discounted cash flow valuation. The firm's proprietary empirical algorithm helps mitigate the challenges of market timing. The firm values every stock based on the first principles of quality of ownership and management. The firm does not chase momentum fads, compromise on management quality, over-diversify into mediocrity, or hide behind benchmarks.

PMS strategies1

Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.

Strategy

AUM (₹ Cr)

CHANAKYA CAPITAL GROWTH PLAN MULTI CAP

Large Cap

Team6

Gautami Desai

Fund manager

Fund Manager & Chief Operating Officer

BE, MMS (Finance)

20+ years in equity research and portfolio management. Managed multi-billion INR equity portfolios. Extensive experience in bottom-up fundamental research. BE; MMS (Finance).

Rajesh Tiwari

Chief Investment Officer & Principal Officer

MBA (IIM Ahmedabad), PhD (Finance)

30+ years in banking, credit, and equity investments. Former senior leadership roles at UTI / Axis Bank. Advised global institutional investors on India allocation. MBA (IIM Ahmedabad); PhD (Finance), University of North Texas.

Varsha Valecha

Senior Vice President, Investments

B.Com, Masters in Management Studies (Mumbai University)

Over 30 years experience in investment banking and Indian equities; managed fundraising mandates and M&A for organisations such as Infosys, Hindalco, and HCL Technologies. Previously associated with Enam, Royal Bank of Scotland, and Edelweiss.

Venkat

Chief Business Officer (Sales) & Principal Officer (GIFT Branch)

MBA (ICFAI Business School); Strategic Management (IIM Kashipur)

25+ years experience in institutional fundraising and alternatives across PMS, AIF, private equity, and portfolio advisory; raised INR 500+ crore from family offices, corporates, NBFCs, and institutional pools.

Vivek Jain

Equity Research Analyst & Compliance Officer

Chartered Accountant (ICAI), B.Com (MDSU University)

7 years of experience in equity research, business finance, audit & taxation; previously associated with Bharat Petroleum and Chaturvedi & Shah. Expertise in valuation, financial due diligence, company law, taxation, and accounting & auditing standards.

Avish Bhansali

Equity Research Analyst & Compliance Officer (GIFT Branch)

Chartered Accountant (ICAI), B.Com (Gujarat University)

5 years experience in equity research, auditing, taxation, business finance, and management. Expertise in valuation, financial due diligence, company law, taxation, and accounting & auditing standards.

Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.

Chanakya Capital

Overview

About Chanakya Capital

Investment philosophy

PMS strategies1

Team6

Live

Funds

Community

Company