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"The number one idea is to view a stock as an ownership of the business and to judge the staying quality of the business in terms of it’s competitive advantage"


The PWM Advantage

  • We follow value investing principles and invest in stocks with a high margin of safety and good growth potential for the future. We do not trade, speculate, follow technical charts or indulge in insider information.

  • Superior research methodology by partnering with industry veterans of various sectors to better understand opportunities and challenges facing a business.

  • Concentrated portfolio of 15-20 stocks to deliver high returns in aggressive strategies, no unnecessary diversification/dilution of the portfolio.

  • Conducting on the ground research by talking to customers, employees, dealers, competitors, assessing movement of products and services in real time in addition to extensive secondary research. 

  • Quick Access to the best in class information via software packages used by some of the largest Investment banks across India.

  • Highly qualified team consisting of Chartered Financial Analysts and Chartered Accountants  to conduct due diligence on Investment opportunities.  

  • Aligned interest with clients, low fixed fees, focus on profit sharing.

  • Significant portion of our own capital & earnings re-invested in the same portfolio as our clients.

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