Spice Route Advisors

Navigate your financial future with confidence

SEBI registered Portfolio Management Services provider, registration number INP000008978
Based in Vallarpadam, Ernakulam, Kerala
Invests in publicly listed Indian stocks with a long term, bottom-up approach

PMS

Overview

About Spice Route Advisors

Spice Route Advisors is an investment firm that aims for long term wealth generation by investing in publicly listed Indian stocks. The firm's primary goal is to generate risk optimized returns that exceed benchmark returns over the long term. Spice Route Advisors LLP is a SEBI registered Portfolio Management Services (PMS) provider (vide registration number INP000008978).

Investment philosophy

The firm's investment objective is to achieve superior long term, risk-adjusted capital appreciation for its clients. The firm's primary investment focus will be in equities but based on market conditions the firm may also invest in liquid/money market funds approved by SEBI. The firm's objective will be to identify companies where the firm can be a part owner (vs. trader) for the long term and achieve above average returns. While there are 5000+ listed companies in NSE/BSE, the firm believes that actually investable companies are <~10%. The firm's first priority is to protect the investor capital. Therefore the firm will invest only in those companies where permanent loss of capital is extremely unlikely. The firm's investment approach is defined by the following five principles: Competitive Moat, Corporate Governance, Balance Sheet Strength, Valuation and Sectors. The firm believes that a strong competitive moat provides an opportunity for businesses to create long term shareholder value. Such moats include brands, distribution, low cost of production, IP and high switching costs. The firm does not offer guaranteed returns.

PMS strategies1

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

Strategy

AUM (₹ Cr)

SPICE ROUTE VOYAGER

Team4

Anish Mathew

Principal Officer

MBA (IIM Bangalore)

Anish has 20+ years of professional investment experience across various asset classes in India. He was part of the investment team at Lehman Brothers, Premji Invest and Cisco Investments. During his tenure, he has made investments in Public Equities, Private Equity and Venture Capital in India. The diversity of investments from seed stage to large listed stocks has provided him valuable insights to evaluate investment opportunities at various stages of their life. He also co-founded a wealth management platform Symbl which was acquired in 2022. In his last corporate role, Anish was the CEO of CAMSfinserv, a fin-tech arm of the listed CAMS group. Anish completed his MBA from IIM Bangalore in 2003. Earlier, he graduated in Chemical Engineering from Govt Engineering College Thrissur. He is also a proud alumnus of Sainik School Kazhakootam

Sreeash K

Compliance Officer

BA (Honors) Economics

Sreeash has 17+ years of experience in various administrative roles in the Indian Air Force. He has a BA (honors) degree in Economics from Jodhpur National University.

Ritvika Nair

Operations Manager

MBA, MS Ramaiah College, Bengaluru

Ritvika has over 3 years of experience in operations at HDFC AMC. Earlier, she completed her MBA from MS Ramaiah college, Bengaluru.

Allwyn Paul

Equity Analyst

BBA, St Alberts College, Kochi

Allwyn has completed his BBA from St Alberts College, Kochi and is currently preparing for his CFA exams.

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.

Spice Route Advisors

Overview

About Spice Route Advisors

Investment philosophy

PMS strategies1

Team4

Live

Funds

Community

Company