CAPITAL + KNOWLEDGE + PATIENCE = FORTUNE
Counter-Cyclical Investments is Portfolio Management Service Provider, registered with SEBI vide Registration number INP000006554 since July, 2019. The firm invests in small companies to generate big returns. The firm's expertise lies in spotting, evaluating & investing in promising small capitalization companies. The firm is probably the only PMS which does not charge any upfront management fee from the firm's investors. The firm only charges the performance fee after the firm's investors make over 10% returns p.a. on their investment.
Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.
DIVERSIFIED LONG TERM VALUE
Keshav Garg
Director
Alumni of Fergusson College, Pune having experience of over one and a half decade in the equity markets. He has in-depth knowledge of small-cap companies and has personally interacted with the management of hundreds of companies to date. He is responsible for the day-to-day operations of the company.
Gunit Narang
Principal Officer
NISM certified Portfolio Manager
MA Economics from Delhi School of Economics (DSE). NISM certified Portfolio Manager. Half decade experience in credit risk management & market research at American Express & Wells Fargo.
Mohit Rathi
Senior Analyst
M.Sc. Wealth Management
M.Sc. Wealth Management from Singapore Management University BA (Honours) Economics from Hindu College, Delhi University. Possesses in depth knowledge & experience in industrial processes & financial markets.
Madhur Rathi
Equity Analyst
CFA level 3
BBA - Finance from MITSOM College. CFA level 3.
Love Gupta
Junior Equity Analyst
BBA from NMIMS Mumbai. 3 years of experience across equities and fixed income with Morningstar, Trafigura and Merisis Wealth.
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.
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