Stoic Investment Trust — Stoic Investment Advisors | Wisefolio

Stoic Investment Trust

Cat III · Managed by Stoic Investment Advisors

Invest rationally. Stay disciplined.

Complex or leveraged strategies — long-short, hedge-fund-style and quant funds. Often open-ended, within SEBI leverage limits.

Overview

About

Stoic Investment Trust is a SEBI-registered Category III Alternative Investment Fund managed by Stoic Investment Advisors Private Limited, an India-focused investment platform. The firm is known for its disciplined, long-term approach to investing, drawing inspiration from value investing principles and stoic philosophy. Through its AIF structure, Stoic offers investors access to actively managed public market strategies, focusing on high-quality businesses with strong fundamentals and sustainable growth potential. The platform emphasizes research-driven decision-making and aims to deliver consistent risk-adjusted returns over market cycles. With a growing investor base and a strong digital presence, Stoic has positioned itself as a modern investment firm blending traditional investing principles with contemporary portfolio management practices.

Investment philosophy

Stoic follows a long-term, value-oriented investment philosophy rooted in discipline, patience, and rational decision-making. The firm focuses on identifying fundamentally strong businesses, maintaining a long-term horizon, and avoiding short-term market noise while emphasizing capital preservation and compounding.

Team1

Puneet Khurana

Founder & Chief Investment Officer

CFA (U.S), MBA (MDI, Gurgaon), B. Tech (NIT, Bhopal)

Has 14+ years of experience, including 11 years of equity research and portfolio management. Ex Research Head, Billion$ India Focused hedge fund. Keynote Speaker at Investment & Academic conferences. Guest on CNBC – Smart Money. Visiting Faculty at IIT Delhi & MDI Gurgaon. Member – Mensa India.

Registration

SEBI registration

SEBI-registered

SEBI registration no.IN/AIF3/24-25/1589

RegisteredSept 2024 (2 years ago)

Valid untilPerpetual

Contact personPuneet Khurana

AddressHouse No 108, Sector 7A,, Sector 7A, Faridabad,, Faridabad, Haryana, 121006

Investment manager

Stoic Investment Advisors

Insights

No insights published yet.

Disclaimer

Investments in AIFs carry market and credit risk including possible loss of capital. Past performance does not indicate future returns. Information shown is sourced from the issuer's PPM and SEBI filings — confirm against the latest PPM before committing. Wisefolio is an information platform; it is not registered with SEBI as an investment adviser, portfolio manager, or distributor. By using this page you accept our terms and privacy policy, including the self-attestation that you are eligible to view AIF marketing material under SEBI rules.