Gems Imperial Portfolio Advisory

Craft your Financial Future

SEBI-registered Portfolio Management Service
Concentrated portfolio of 25-30 listed Indian stocks, no holding above 5%
Long-only approach to listed Indian equities

Overview

About Gems Imperial Portfolio Advisory

At Gems Imperial PMS, the firm prides itself on consistently delivering superior investment performance as an outcome of careful and strategic management of your wealth. The firm was founded on the cornerstone of integrity, expertise, and innovation, which has been developed into customized investment solutions that meet the unique financial goals of its clients. The firm invests in listed Indian equities with high growth potential, which may benefit from the booming Indian economy.

Investment philosophy

The firm's investment strategy is anchored on the identification and investment in opportunities that have strong triggers for value creation. Using the firm's proprietary Intrinsic Value Zone model, the firm carefully analyzes every potential investment to ensure that it meets the firm's intrinsic value criteria. Although the firm adopts a sector-agnostic approach in order to leverage opportunities across a wide array of industries, the firm focuses on unique and underdiscovered themes within sectors that include Information Technology, Business-to-Business and Business-to-Consumer Consumption, Premiumization, and Infrastructure Mobility. The firm keeps the portfolio concentrated with 25-30 selected stocks and makes sure that no holding exceeds 5% of the total portfolio. The firm continuously monitors the economy, industries, and companies, regularly rebalances the portfolio, and exits investments when they reach target prices, no longer offer favorable risk-reward, or face external challenges.

Team4

Nilesh Dhote

Principal Officer

Bachelor's in Computer Engineering, MBA

Education: Bachelor's Degree in Computer Engineering & MBA from Pune University, India. Experience: Over 15 Years of Equity Investments, Investment Banking, and Corporate Finance. Expertise: Extensive experience in the management of family office investments and boutique investment banks provides great value addition and strategic insight into our fund.

Vishaka Sureka-Bansal

Compliance Officer

Academic & Professional Excellence: With over a decade of experience in contracts and agreements as an advocate, Vishaka smoothly merges her legal expertise with academic pursuits as a faculty member. Accomplishment: Was awarded the Nani Palkhiwala Gold Medal for highest CGPA in Human Rights Law. Role: Responsible for ensuring our Fund complies with all regulations by ensuring the highest level in compliance and governance.

Aditya Bukte

Senior Analyst

Bachelor's in Instrumentation Engineering

Education: Bachelor's Degree in Instrumentation Engineering from College of Engineering Pune. Experience: Over 5 years of investment experience, with deep insights into the financial health of the Indian markets. Expertise: He applies vast knowledge in the execution of strategic portfolio management.

Nirmal Sureka

Mentor & Investor Relations

Experience: Over 15 years investment and trading. Profile: Founder and Promoter of Gems Imperial Portfolio Advisory LLP. Strengths: Strong insight into market cycles and sectoral rotation, complemented by a high level of networking within market intermediaries. He provides a ringside view on the capital markets and businesses.

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.

Gems Imperial Portfolio Advisory

Overview

About Gems Imperial Portfolio Advisory

Investment philosophy

Team4

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