The firm grows your wealth over time with insight and integrity
ShagunCap Investment Managers LLP is registered with SEBI as a Portfolio Manager (INP000010195). Orelius Financial Advisory and Management Services Limited is a SEBI-registered Non-Individual Investment Adviser (INA000020688). The respective services are provided independently by the relevant entity under the applicable agreement and disclosure document. Portfolio approach: 10–20 companies. A concentrated, deeply researched portfolio, held for 3–5+ years. Both services follow the same research process. They differ in who places the trades and how much you invest.
Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.
ShagunCap Longterm Value Approach
ShagunCap Liquid Approach
Orelius Financial Advisory and Management Services Private Limited
On SEBI's register as on 1 Nov 2026. Check SEBI's register
Mohit Kanodia
Founder & Principal Officer, RIA
Prateek Gupta
Principal Officer, PMS
Vidish Asher
Director - Research
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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