Your Wealth, Our Expertise
The firm, at V.E.C Assago, brings together over fifty years of collective equity market experience, shaped by decades of observing cycles, industries, and the evolution of Indian markets. Primary research remains central to the firm's work. The firm seeks depth over breadth, precision over volume, engaging closely with businesses, understanding industries firsthand, and grounding the firm's views in evidence rather than conjecture. The firm's approach is quiet, steady, and process-driven, designed to deliver consistency across changing environments.
Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.
V.E.C ASSAGO Small and Mid-Cap Growth Bespoke Discretionary PMS
Arun Mehra
Founder
MBA (University of Chicago), M.Sc. (University of Arizona), Bachelors of Engineering (University of Delhi)
Arun Mehra has been investing in India since 1997. As, Head of Investment Strategy & Portfolio Manager he setup Fidelity International's India Investment Operation from 2003 -2006 including setting up the India based equity research group, the investment process for top 500 stocks, launching the International and Domestic India Funds and managed $4bn in Indian equities. These were the first Fidelity funds launched for India both onshore and offshore. During this time, Arun was one of the early investors in the small and mid cap space. Post that, he moved to London to manage the India dedicated funds. From the London office, Mr. Arun Mehra was responsible for managing Fidelity's offshore Indian equity portfolios, including the Fidelity Funds (FF) India Focus Fund as Portfolio Manager. He also managed an institutional account for one of the large European sovereign fund and smaller India funds from Korea and Australia. Mr. Arun Mehra received an MBA from the University of Chicago, and M.Sc. from the University of Arizona and a Bachelors of Engineering from the University of Delhi.
Ashish Gurnani
Founder
MBA (Marketing and Finance, Northeastern University)
Mr. Ashish Gurnani received an MBA in Marketing and Finance from Northeastern University, Boston (USA)
C P Gurnani
AdvisorAdvisor
Widely known as CP Gurnani, he is the former Chief Executive Officer and Managing Director of Tech Mahindra, a role he held from December 2012 to December 2023. He retired on 19 December 2023, after more than a decade leading one of India's most prominent technology and digital transformation companies. He is best known for his leadership during one of India's most complex corporate rescues, the integration of Satyam Computer Services with Tech Mahindra in the aftermath of the 2009 crisis. As the CEO of Mahindra Satyam, Gurnani led the turnaround that stabilised operations, rebuilt customer trust, and prepared the entity for its eventual merger with Tech Mahindra in 2013. Recognised for his energetic leadership and industry influence, Gurnani has received several accolades, including honours from Business Today and BusinessWorld.
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